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Attendees:

• William Welch: GoHighLevel expert and onboarding consultant
• Corey Kober: New GoHighLevel user and owner of two storage facilities

Main Themes:

1. Introduction to GoHighLevel (GHL) features and functionality: This onboarding session focused on familiarizing Corey with GHL's capabilities, highlighting key features like the dashboard, contact management, conversations, automation, and integrations.
2. Connecting existing business assets: The session walked through connecting Corey's Google My Business accounts and Facebook business pages to GHL for seamless integration.
3. Exploring potential use cases: William discussed various ways Corey could leverage GHL, including sending updates, managing Facebook posts, improving SEO, and streamlining customer communication.
4. Addressing specific challenges: The conversation addressed Corey's unique concerns about managing two storage facilities with different names but the same phone number, and navigating communication with delinquent customers.
5. Planning for future implementation: William encouraged Corey to explore the GHL training resources and suggested tackling more complex integrations in the future, such as managing sub-two contracts and potentially replacing their existing storage management software.

Key Ideas and Facts:

• GHL cost: The session confirmed Corey's enrollment in the Chaos Buster Challenge for a one-time payment of $497, including a $100 monthly subscription for GHL.
• Key features for Corey: Focus was placed on contact management, automated messaging, appointment scheduling, and integrating with existing platforms like Google My Business and Facebook.
• Customizability: William emphasized GHL's flexibility, highlighting the ability to create custom folders, tags, and workflows tailored to Corey's specific needs.
• Importance of Google My Business optimization: William stressed the significance of accurate and consistent NAP (Name, Address, Phone Number) information across directories for improving local SEO and building trust with Google.
• Potential for future growth: The session explored the potential for using GHL to manage sub-two contracts, streamline document management, and even replace their current storage management software.

Important Quotes:

• William: "My goal is not to ‘Hey, we’re only talking 18 times a year.’ I just have to set a limit for some people so they don’t abuse it. I like you. I don't think you’re going to be a person that's like, ‘Hey, Bill, I need you every second of every day.’" - Highlights William's commitment to providing ongoing support.
• Corey: "Hopefully, they're supposed to be kicking out six storage 3.0 in January. So hopefully it fixes all that stuff." - Reveals Corey's hope for improved functionality in their existing storage software.
• William: "You should write all those complaints down in a notebook and we can look at them sometime." - Encourages Corey to document the challenges faced by storage facility owners, paving the way for potential solutions using GHL.
• Corey: "But it would be cool if I could get rid of them and put everything into this. Maybe too complex. Maybe something for way later." - Expresses Corey's ambition to fully integrate GHL into their operations but acknowledges the need for a phased approach.

Next Steps:

• Corey: Explore GHL training resources and familiarize himself with the platform's functionality.
• William: Guide Corey through the A2P registration process and assist with setting up key features like email and phone number integration.
• Jointly: Discuss Corey's progress and identify further customization options and integrations based on his comfort level and business needs.