GoHighLevel
concepts &
core features
automation Amplifier studio
Presented by:
Trent True of Apex
Compass Solutions
Overview
Themes We’ll cover:
Markers for Success
& how to take successful
action in ghl
About Us
content creation & funnel strategy
concept for traction
To stop running in place on the tech treadmill - start with
this narrative.
What are your KPI milestones?
What applies to your business - and why?
Are you going by valid standards in your funnel?
goals and objectives
Growth
Fulfillment
Timelines & tactics
"They did a lot of what she talks about, focusing on the steps that are really after you are already moving forward. Email lists, Facebook advertising, branding cookies and "looks", website, etc. Don't get me wrong, I’m really grateful for everything I know now. But they missed the part of how to actually take that first step. At least for me. They made it easy to do a lot of "work" that never actually made me money."
Shiny tactics (email lists, fancy websites) are enticing, but without clarity on the bigger picture, they lead to misspent effort and zero results.
A CRM is a powerful tool, but only when it supports clearly defined business goals and processes.
First Steps: Setting the Stage for Success (and How a CRM Fits In)
Premise
Core Offer Clarity:
- What is ONE core service/product you deliver? Resist the urge to list EVERYTHING you could do.
- CRM Potential: Create a placeholder for your one offer, even if pricing isn't set. You'll build the CRM around this, not the other way around.
GPS For Your UVP
- Outline the basic steps someone goes from stranger -> paying client. Is it a call, a form, etc.?
- CRM Potential: This is the skeleton of your first funnel! Even without fancy tech, the CRM helps visualize this journey.
Your private Dictionary
- Question: Besides direct income, how do you know you've made a difference for a client? What measurable change defines success?
- CRM Connection: Even simple metrics (consultations booked, products sold, testimonials) should find a place in your CRM for meaningful tracking.
Thanks For Being
An Apex Audience!
Connect with us.
Trent@Apexcompasssolutions.com
special invitation...
A hands-on content clinic with Apex