Unlocking HighLevel's Potential: Insights from the LevelUp Summit 2024

In Episode 33 of The HighLevel Experience Podcast, I had the pleasure of hosting a special roundtable discussion with some of the most experienced minds in the HighLevel community. Together, we dived into the latest game-changing features of HighLevel, shared actionable strategies, and explored how SaaS-preneurs and agency owners can maximize the platform’s potential to grow their businesses.

If you’re a SaaS-preneur, HighLevel user, or agency owner looking to scale, this episode is packed with insights you won’t want to miss. Here’s a breakdown of what was discussed, with actionable tips and takeaways from each guest.

What’s New with HighLevel: A Perspective from Sharan Kaur

“It is so much easier to join HighLevel now than it was three or four years ago when probably all of us joined.” — Sharan Kaur

Sharan Kaur emphasized how HighLevel has evolved to make onboarding significantly simpler for new users. She highlighted the streamlined interface, robust tutorials, and enhanced community support.

Key Takeaways:

• New HighLevel users can now leverage pre-built templates and automation tools to hit the ground running.

• Don’t overcomplicate your setup. Use HighLevel’s updated onboarding resources to focus on the core services your clients need most.

Pro Tip from Sharan: Focus on simplicity in the beginning. Get familiar with the core tools and build from there.

Building with Purpose: Micheal Luigi Pacitto on Documentation

“If it’s worth building, it’s worth documenting.” — Micheal Luigi Pacitto

Micheal Pacitto brought a critical point to the table—documentation is everything. Whether you're creating workflows, automations, or onboarding processes for clients, properly documenting your work ensures scalability and reduces headaches down the line.

Key Takeaways:

• Document your processes as you go. Use tools like Loom or Google Docs to create training material for your team or clients.

• Version control your snapshots and workflows for better clarity and easier troubleshooting.

Pro Tip from Micheal: Turn documentation into a habit. Not only will it make your business more efficient, but it will also help you deliver a consistent experience to clients.

Matt Deseno: The Speed Advantage

“Money loves speed. The faster you take action, the more credit you get.” — Matt Deseno

Matt’s advice was all about the importance of speed in execution. With HighLevel’s new tools—like the webinar and quiz builders—there’s no reason to hesitate when creating new offers or implementing campaigns.

Key Takeaways:

• Don’t wait for perfection; start small, test fast, and refine as you go.

• Use HighLevel’s new features to quickly deploy lead-gen campaigns, like quizzes or webinars, to gather actionable insights.

Pro Tip from Matt: Treat every new feature release as an opportunity to innovate. The sooner you adopt, the faster you can generate results for your business.

High-Intent Clients: Insights from Alister Shirazi

“When I see someone that leaves a review, I see that as a high-intent individual, high-intent client.” — Alister Shirazi

Alister highlighted how reviews can signal high-intent clients who are not only satisfied but likely to promote your services. He also shared strategies for leveraging HighLevel’s automated review systems to nurture these clients further.

Key Takeaways:

• Automate your review requests with HighLevel workflows.

• Segment clients who leave positive reviews and build campaigns to encourage referrals or upsells.

Pro Tip from Alister: High-intent clients are your business’s champions. Reward them with exclusive offers or referral bonuses.

Staying Grounded: Wisdom from Jarryd Holmes

“Don’t get caught in the clouds—focus on what works.” — Jarryd Holmes

Jarryd’s advice centered on sticking to the basics. With so many features and possibilities in HighLevel, it’s easy to get overwhelmed. He reminded us to focus on what’s proven to work and build from there.

Key Takeaways:

• Identify the core features that drive the most ROI for your business and double down on them.

• Use data to inform your decisions rather than chasing the next shiny object.

Pro Tip from Jarryd: If you’re scaling, focus on refining a few key services rather than trying to do it all.

Selling Solutions, Not Tools: Alex Schlinsky’s Mantra

“If you want to grow your business, sell the hole, not the drill.” — Alex Schlinsky

Alex challenged us to think beyond the technical features of HighLevel and focus on selling solutions. Your clients don’t care about the tech—they care about the results it delivers.

Key Takeaways:

• Package your HighLevel offerings as solutions to specific problems your clients face.

• Focus on outcomes like lead generation, client retention, or revenue growth when pitching your services.

Pro Tip from Alex: Always position yourself as the solution provider, not just a tech provider.

Guidance for New HighLevel Users: Charles Higgins’ Perspective

“If you're new to HighLevel, there's no way you were figuring that out without some guidance.” — Charles Higgins

Charles reminded us how crucial mentorship and community support are for new HighLevel users. Whether you’re just starting or scaling your agency, leaning on the collective experience of the HighLevel community is a game-changer.

Key Takeaways:

• Join HighLevel’s Facebook groups and forums to learn from experienced users.

• Consider investing in coaching or consulting to accelerate your learning curve.

Pro Tip from Charles: Don’t be afraid to ask for help. The HighLevel community is one of the most supportive you’ll find.

Conclusion: Embrace the New, But Focus on What Works

As we wrapped up our discussion, a key takeaway emerged: while it's exciting to explore new features, it's essential to focus on the core tools that drive business success. HighLevel offers a wealth of features, but the real value lies in how you use them to meet your clients' needs and grow your agency.

Thank you for joining us on this journey through the latest HighLevel innovations. We hope these insights inspire you to explore new possibilities and enhance your agency's performance.

P.S. Here's a full detailed official article from HighLevel about all the new features released at the Level Up 2024 Summit