Climbo For Insurance Agents – Your Review Management SaaS Business

These consisted of sequences for onboarding new email subscribers…GoHighLevel was a Problem… Climbo For Insurance Agents …

This had not been a choice I ignored. I understood changing platforms was mosting likely to call for migrating

As a company owner for over a decade, I depend on software and automation to streamline operations and provide outcomes. So when GoHighLevel emerged on the scene couple of years back, it absolutely captured my attention (really just called “HighLevel” however located at “GoHighLevel.com”).

GoHighLevel was a Headache

Earlier this year (2023) I decided to take the plunge. I registered for HighLevel’s Company strategy at $300/month, spending significantly greater than the $97/month starter price.

I have actually just completed my registration for the 7 days free trial so currently let’s delve into my inbox so the into the e-mail that I simply made use of to register and I can see that I simply received an email from climbot so from the software application which state that I have actually just been welcomed to sign up with climb up so I opened up the email and I see that my business so the name of the business Silicon Valley Bank which is the firm that I inserted right into the stripe checkout kind this company has been has simply been added as a brand-new account into the platform so I have the web link to join the email and the password that is automatically produced so you can see that uh when I completed the strike type thanks to the zapier automation that we we just built um my account so my e-mail was instantly included into the software application as a client so we can log in with this detail so we obtain an e-mail and the password and of course we use the link to login that was given right into the e-mail so this is a white label testimonial management software program so you as an advertising and marketing agency owner or on the internet business owners can tailor this system with your logo your domain name and your shades so your customers will certainly view it as your product and so you can invite customers to register to this platform for for example a month-to-month membership therefore you will certainly aid your clients to obtain even more evaluations on the integrated platform so I’m just looking as a new customer and I can now established my assimilation

all my Keap information and essentially rebuilding my entire tech infrastructure from square one.

Right here’s a summary of just a few of the effort needed:

Manually exporting 20,000+ email client documents
Recreating lots of automations and operations
Relocating client accounts, notes, and job information to the brand-new CRM
Reconfiguring my Red stripe payment integration
Establishing touchdown pages, promotions, and sales funnels all over again
Learning a totally foreign UX and interface style
Done in, I invested around 30-40 tiresome hours of configuration job transitioning every little thing over– and also dealing with shed productivity throughout the button.

we’re going to see no code white tag software application and just how you as an encoder can be automation to begin your software service so software application business is something really really hot today specifically for non-coders since it’s a really really um scalable service design and you do not need to put a lot deal with it I imply you need to learn exactly how to sell software program but basically the software program is going to do the work for you so you’re not doing an active work so these are the tools we are going to make use of today in this tutorial so you most likely understand them click funnels to be a landing web page stripe for handling payments and complimentary trials zapier to attach automations and go up as a provider for white label software application so allow’s start so let’s go to our click channel account and as you can see below we simply built a landing web page where we promote an evaluation administration software application and as you can see the call to action is attempt totally free for uh seven days so this is the landing page simple touchdown page we developed with the click funnel with a solitary contact us to action and this is the landing page light so certainly you’re gon na have your logo right here and your domain below and when the client visit this site a brand-new tab is open with the checkout link of your stripe account so let’s most likely to our swipe account and as you can see we have created a new item with a payment web link an item called evaluation administration software we are offering this software for 499 each year therefore you just need to create this product um apply at 7 days free trial or a 1 month cost-free trial to this item of course depends on you and below you have your stripe check out web link you simply copy this web link and paste this link into your click channel touchdown page certainly you can utilize any other CMS like WordPress webflow it depends on you so we passed the checkout link right here therefore when a client clicks there we have the strike payment page so the client simply requires to fill out this page with his details so the email the business name the name and the credit card information

Which is Better Climbo For Insurance Agents vs GoHighLevel in 2024

a platform that aids companies in offering reputation administration services to their customers. Climbo provides companies with a simple review administration system, unrestricted customers for life, and accessibility to a neighborhood of likeminded agencies.

you know have them share the evaluation so reveal your followers on Facebook Instagram the best evaluations you get to convince them to buy for you fine so what takes place is that as soon as you connect uh Facebook and Instagram you will then have the ability to produce uh a review uh upload similar to this and after that share it onto Instagram and Facebook quickly next you’ve obtained the uh no email notices and reply so whenever you obtain new evaluations you can then respond to them as well all right and so forth and naturally you can likewise reach add users in below as well so we’re mosting likely to enter right so these are the evaluations and what occurs you get to have your own landing web page which resembles this right now international right here but certainly you can add the the touchdown web page to for your review collection alright so it’s 3 actions right here so assessment platform Option adverse responses and exclusive feedback all right so uh you can include you know your logo design in below you can change the message over here you can transform the kind of star I presume all right so oh sorry this is this will be your filter right the evaluation filter so by default is 3 so anything that is 3 and uh less than 3 it will be sent right into the negative negative comments form yet certainly anything that is 4 and over uh you know they will then be right uh do then be sent to the you understand the personal feedback form Okay so yep to ensure that will be a limit and then if you intend to you can switch off The Branding right here and obviously you can alter the landing page URL right alright so next you can obtain evaluations so there are four means you can get evaluations you got WhatsApp email SMS and QR code so with the plan uh you can you can really get

, onboarding brand-new clients, automating follow-ups for webinar registrations, sending out event reminders, managing membership expiries, and far more.

Every little thing appeared to be working fine … until instantly it had not been. One morning, I awoke to discover 171 completely unnecessary emails had actually been sent to customers who must NOT have actually received them. This took place 3 days in a row, with a various batch of 171 people each day.

I urgently tried to fix and recreate the automation procedure from the start. However, the concern remained to persist.

When I seriously connected to their support group, they slightly claimed “server concerns” were responsible. Yet this explanation didn’t make any type of feeling, considering that the errors continued occurring each early morning like clockwork

client a picture of the client happy customers can leave a favorable evaluations on the incorporated systems while miserable customers caliber prior feedbacks and other effective functions such as review request via WhatsApp SMS email or QR codes or projects from the platform uh widget so social proof widgets for the website review sharing on social media sites so on Facebook and Instagram using Vehicle created blog posts and many other uh effective attributes so the customer that simply signed up for the seven days complimentary trial will make use of the platform for uh 7 days and be a red stripe right here as you can see we are inside the your red stripe account and you can see that the customer that just sign up was included into the customers tab as a brand-new customer and participating in this consumer account we can see that the consumer has a 7 days free test ending on the May 21st and so during these 7 days from right you can set up some automatic e-mails to send it to the client in order to persuade the client to sign up for the for the software application so you can establish these e-mails from stride so everything will be automated and after seven days if naturally the customer likes your product uh he will be charged and you will certainly have a brand-new membership so new persisting incomes right into your red stripe account so right into your checking account so this is in fact just how you can develop automation using uh no code no code software program combining these tools so click channel stripe zapier and mountain climber

Simply 45 days after moving my company to GoHighLevel, I knew I had actually made a massive error. The disadvantages substantially surpassed any type of advantages.

No software application is best, but the sheer quantity of troubles was beyond acceptable.

At the end of the day, software program comes down to trust. If I can not trust it to manage vital features capably or think a supplier has my best interests in mind, after that it’s time to leave– even after spending significant time, money, and initiative moving.

So I made the challenging call to turn around course and return back to Keap totally just weeks after going done in on GoHighLevel. Allow’s discover what I gained from this ordeal.

I guess that’s all there is to do with mountain climber um quite a basic platform at the moment but it does most uh most of the vital functions in there that just isn’t a automation function um so what I think of climbu is that um it requires that automation function constructed in I would certainly state uh you recognize having a much more adjustable testimonial request type would be excellent too but or else I believe the widgets looks fine I don’t think it’s the best uh you understand the very best looking one around yet you know it functions so I believe it’s you know good enough anyhow so I presume that’s all I had to share about mountain climber you understand for the price uh that um climber is being used now I extremely uh would advise individuals to get this due to the fact that you know uh you with the Pro Plan you get unlimited whatever uh you understand so you can have limitless organizations in addition to the reviews endless demands