Contractor Marketing

How to Build a Simple High Level CRM Automation | Step-by-Step Guide

How to build a simple High Level CRM automation step by step.

Welcome to HUMAN TOUCH CRM! In this comprehensive training video, we walk you through the process of creating a simple yet powerful automation sequence using High Level CRM.

Whether you’re a contractor, home service professional, or local business owner, this step-by-step guide will help you leverage automation to streamline your operations and enhance customer engagement.

What You’ll Learn:
✅ Introduction to High Level CRM Automation: Understand the basics and benefits of using automation in your business.
✅ Form Integration: Learn how to collect essential customer information directly from your website forms.
✅ Automation Sequence Creation: Follow our detailed instructions to set up an effective automation sequence that keeps your customers engaged and informed.
✅ Practical Examples: See real-world examples of how this automation can save you time and improve your customer relationships.

HUMAN TOUCH CRM is an all-in-one sales and marketing platform designed specifically for local businesses.

We provide a user-friendly interface, powerful tools, and unparalleled support to help you grow your business efficiently.

Who Should Watch:
✅ Contractors and Home Service Professionals
✅ Local Business Owners
✅ Marketing Enthusiasts
Anyone looking to simplify their CRM and automation processes

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Thank you for watching, and let’s get started with building your automation today!