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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.

Why Choose HUMAN TOUCH CRM?
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

Resources:
Get Started with HUMAN TOUCH CRM: https://humantouchcrm.ca

Join Our Free Contractor Community: https://contractorsmarketinghub.com

Need Help? Contact our support team: paul@clarkcommunications.ca

Don’t Forget to Subscribe!
If you found this video helpful, please give it a thumbs up and subscribe to our channel for more tutorials, tips, and insights into maximizing your business potential with HUMAN TOUCH CRM.

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