If you’ve ever felt like building inside HighLevel is part CRM… part puzzle… part black magic 🔮 — welcome to the club.
I love this platform. It’s powerful, customizable, and built for scaling. But it can also break your brain if you’re not staying sharp.
I recently sat in on a HighLevel power session with Mario Aldayuz (he’s the Head of Partnerships and one of the few humans who truly gets the platform). The session was packed with agency pros troubleshooting real problems, sharing strategies, and testing new tools.
So I figured I’d wrap it all up into a short hit list for you — a “final boss checklist” to help you clean up your workflows, dodge landmines, and stay ahead of the game. Let’s go 👇
Your HighLevel Action Plan
Want fewer fires and more wins inside your agency? Here’s your hit list:
1. 🔍 Audit Your Workflows
Don’t wait for a client to text you “Why didn’t this go out?” Check for:
- ❌ Broken logic
- 🧠 Human error traps
- 📵 A2P fails (especially SMS opt-ins and consent boxes)
- 📩 Cold email re-engagement bounces
🖤 Pro Tip: Build in fail-safes so if one thing doesn’t trigger, the system doesn’t collapse.
2. 🤖 Automate Smarter, Not Sloppier
Recurring appointments? On-demand webinars? Win-back campaigns?
Workflows are the engine — but don’t overload them.
Break complex workflows into smaller, smarter pieces. You’ll thank yourself later.
🖤 Think LEGO blocks, not spaghetti.
3. 🧪 Try the New Stuff (Cautiously)
Mario gave us a sneak peek at a new SMS modem app that bypasses A2P compliance for transactional messages (especially helpful in countries like Australia where costs are crazy high).
It’s not for everyone, but:
- 💸 Budget-conscious businesses
- 📦 Low-volume transactional campaigns
…might find it to be a smart workaround.
🖤 It’s not replacing Twilio, but it’s another tool in your bag.
4. 📝 Stay Compliant or Stay Stuck
A2P rules are getting stricter. One form field mismatch and boom — messages don’t go out.
Make sure:
- ✅ Opt-in forms have separate consent boxes (SMS vs. general)
- ✅ Your legal biz name matches across everything
- ✅ You’re using tools like Termly.io for terms and privacy policies
🖤 Compliance isn’t fun, but non-deliverability is worse.
5. 🤝 Stop Doing This Alone
HighLevel is powerful — but it’s not plug-and-play.
If your team is:
- Struggling with workflows
- Burning time troubleshooting
- Avoiding new features because “it’s too complicated”
Then seriously — let’s talk.
We’ve helped hundreds of agencies set up, scale, and simplify with white-labeled support, troubleshooting, and automation builds that don’t break.
👉 Visit gohighlevele.com and let us make your tech stack less stressful.
Cool Free Thing: Grab Our Testimonial Workflow (It’s Free + Plug & Play)
Before you can help businesses, you need to build trust.
And the fastest way to do that?
⭐️ Testimonials.
I’m giving you the exact Testimonial Workflow my team uses to:
- 🎤 Gather feedback
- ✂️ Edit and organize it
- 📦 Push it straight into HighLevel
✅ It’s easy to set up
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✅ And it’s yours, free.