Climbo Onboarding Checklist – White-Label Review Management

These included sequences for onboarding brand-new e-mail customers…GoHighLevel was a Nightmare… Climbo Onboarding Checklist …

This wasn’t a decision I took lightly. I knew switching over platforms was mosting likely to call for moving

As an agency owner for over a decade, I rely on software and automation to simplify operations and provide outcomes. So when GoHighLevel arised on the scene couple of years back, it most definitely captured my attention (in fact simply called “HighLevel” however located at “GoHighLevel.com”).

GoHighLevel was a Nightmare

Previously this year (2023) I determined to start. I enrolled in HighLevel’s Agency strategy at $300/month, investing significantly greater than the $97/month starter price.

I have actually simply finished my membership for the 7 days cost-free trial so currently allow’s delve into my inbox so the right into the e-mail that I simply made use of to join and I can see that I just received an e-mail from climbot so from the software which claim that I’ve simply been welcomed to join climb up so I opened the email and I see that my company so the name of the firm Silicon Valley Bank which is the business that I inserted into the red stripe checkout form this firm has actually been has actually just been added as a brand-new account into the system so I have the link to sign up the e-mail and the password that is immediately generated so you can see that uh when I finished the strike form thanks to the zapier automation that we we simply developed um my account so my e-mail was automatically included into the software as a client so we can log in with this detail so we get an email and the password and of course we utilize the link to login that was offered into the e-mail so this is a white tag testimonial management software program so you as an advertising and marketing agency owner or on-line business owners can personalize this system with your logo design your domain and your colors so your customers will regard it as your item therefore you can welcome clients to join to this system for for instance a regular monthly membership therefore you will aid your clients to get even more reviews on the integrated platform so I’m just looking as a brand-new customer and I can right now set up my combination

all my Keap data and basically restoring my entire tech framework from square one.

Below’s a summary of simply some of the effort called for:

By hand exporting 20,000+ e-mail client records
Recreating loads of automations and operations
Relocating client accounts, notes, and project data to the brand-new CRM
Reconfiguring my Stripe billing combination
Setting up landing pages, discounts, and sales funnels around once more
Discovering an entirely foreign UX and interface design
Done in, I spent around 30-40 laborious hours of arrangement work transitioning everything over– as well as managing shed efficiency during the button.

we’re visiting no code white label software and exactly how you as an encoder can be automation to start your software program business so software organization is something really extremely warm right now specifically for non-coders since it’s a very extremely um scalable business model and you do not need to put so much work on it I suggest you need to find out how to sell software program however primarily the software program is going to do the help you so you’re refraining an active task so these are the tools we are mosting likely to make use of today in this tutorial so you probably know them click funnels to be a landing page red stripe for handling repayments and cost-free trials zapier to attach automations and go up as a carrier for white label software program so allow’s begin so allow’s most likely to our click channel account and as you can see below we just built a touchdown page where we advertise a review administration software and as you can see the call to action is try complimentary for uh seven days so this is the touchdown web page simple touchdown page we developed with the click funnel with a single call to action and this is the landing web page light so certainly you’re gon na have your logo here and your domain here and when the customer click on this link a new tab is open with the checkout web link of your red stripe account so let’s go to our swipe account and as you can see we have actually developed a new item with a payment link a product called evaluation monitoring software application we are marketing this software for 499 each year and so you simply require to create this product um use at seven days cost-free trial or a 30 days totally free trial to this item naturally is up to you and right here you have your red stripe check out web link you simply duplicate this web link and paste this link right into your click funnel landing page certainly you can use any other CMS like WordPress webflow it’s up to you so we passed the check out web link right here and so when a client clicks there we have the strike settlement web page so the customer just needs to complete this page with his information so the e-mail the firm name the name and the charge card details

Which is Better Climbo Onboarding Checklist vs GoHighLevel in 2024

a system that aids companies in providing credibility administration services to their customers. Climbo supplies firms with an easy-to-use testimonial monitoring system, unrestricted customers for life, and accessibility to a neighborhood of likeminded agencies.

you recognize have them share the review so reveal your followers on Facebook Instagram the best testimonials you receive to persuade them to buy for you alright so what takes place is that when you link uh Facebook and Instagram you will after that have the ability to create uh an evaluation uh post similar to this and after that share it onto Instagram and Facebook easily next you’ve got the uh no e-mail notices and reply so whenever you receive new evaluations you can after that respond to them also fine and so on and obviously you can additionally get to include customers in below as well so we’re mosting likely to jump in appropriate so these are the testimonials and what occurs you reach have your own touchdown page which looks like this presently foreign right here however obviously you can add the the landing page to for your evaluation collection all right so it’s 3 actions right here so examination system Option negative comments and private feedback okay so uh you can add you understand your logo design in right here you can change the text over right here you can transform the sort of star I guess fine so oh sorry this is this will certainly be your filter right the review filter so by default is three so anything that is three and uh less than three it will certainly be sent right into the unfavorable adverse feedback form yet obviously anything that is 4 and over uh you understand they will then be right uh do then be sent to the you understand the personal comments type Okay so yes to make sure that will be a limit and then if you intend to you can shut off The Branding right here and naturally you can transform the touchdown page link right all right so next you can get testimonials so there are four means you can obtain reviews you obtained WhatsApp email text and QR code so with the plan uh you can you can in fact obtain

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

Everything appeared to be operating fine … till instantly it wasn’t. One early morning, I awoke to locate 171 entirely irrelevant emails had actually been sent out to users who should NOT have actually received them. This took place 3 days straight, with a different batch of 171 individuals every day.

I urgently tried to deal with and recreate the automation process initially. Nevertheless, the issue remained to linger.

When I frantically connected to their support team, they vaguely declared “server concerns” were to blame. However this explanation didn’t make any type of feeling, because the errors proceeded occurring each early morning like clockwork

customer a picture of the client happy customers can leave a positive testimonials on the incorporated systems while dissatisfied clients caliber prior feedbacks and various other effective functions such as review demand using WhatsApp text e-mail or QR codes or campaigns from the platform uh widget so social evidence widgets for the web site review sharing on social media so on Facebook and Instagram via Auto produced posts and lots of other uh powerful functions so the customer that just signed up for the seven days free trial will certainly utilize the system for uh 7 days and be a red stripe below as you can see we are inside the your red stripe account and you can see that the client that simply join was included into the consumers tab as a brand-new client and becoming part of this client account we can see that the customer has a 7 days cost-free test ending on the May 21st therefore during these 7 days from right you can set up some automated emails to send it to the customer in order to persuade the client to sign up for the for the software program so you can establish these emails from stride so everything will certainly be automated and after 7 days if certainly the client likes your product uh he will be charged and you will certainly have a brand-new membership so new repeating earnings right into your red stripe account so right into your savings account so this is really just how you can develop automation using uh no code no code software combining these devices so click funnel red stripe zapier and mountain climber

Just 45 days after migrating my company to GoHighLevel, I recognized I had actually made a significant mistake. The disadvantages significantly outweighed any benefits.

No software application is best, but the large quantity of problems was past acceptable.

At the end of the day, software application boils down to count on. If I can not trust it to manage crucial features effectively or think a vendor has my benefits in mind, then it’s time to leave– even after spending significant time, money, and effort migrating.

So I made the hard contact us to reverse course and return back to Keap entirely just weeks after going all in on GoHighLevel. Allow’s explore what I learned from this debacle.

I presume that’s all there is to do with climber um quite a basic system at the moment but it does most uh the majority of the crucial features in there that just isn’t a automation feature um so what I consider climbu is that um it requires that automation feature integrated in I would state uh you know having a much more adjustable review demand form would certainly be fantastic also however or else I assume the widgets looks fine I don’t think it’s the very best uh you recognize the very best looking one around but you know it functions so I assume it’s you recognize good enough anyway so I think that’s all I had to share about climber you understand for the cost uh that um climber is being supplied right now I extremely uh would certainly suggest people to get this since you recognize uh you with the Pro Strategy you get endless every little thing uh you know so you can have unrestricted services in addition to the reviews endless requests