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honestly the easiest way is just set up a webhook or zapier to push leads straight to their email or CRM as they come in. if you want something more automated i use WhatSnap to text leads directly from my phone number to buyers the second they hit my site - way faster than email and they actually see it. you could also just give them dashboard access if you're using something like ghl but real-time notifications work better in my experience

yeah this is a pain point i had too. ghl doesn't have native checklists inside stages but what i did was create custom fields for each item (like checkboxes or file upload fields) and then set up automation rules that won't let the opp move forward unless those fields are filled. it's a bit manual to set up but works. i also use WhatSnap to text clients directly from my real number when i need docs fast, way better response rate than email and no twilio spam footers

yeah you definitely need to be upfront about usage costs with clients, that's just good business. i usually build those into my monthly retainer or do a small markup so there's no surprises. the way i handle it is i eat the smaller costs (like basic email sends) but anything that scales with heavy usage (like AI bots taking hundreds of calls) i either cap or pass through. honestly i switched to WhatSnap for texting clients because the p2p messaging doesn't have those per-message fees like twilio, just comes from my real number. but yeah for AI features just be transparent upfront, clients appreciate that way more than getting hit with unexpected charges later

lol i feel this so hard, i'd take a root canal over cold outreach any day. what helped me was just picking ONE channel and going deep instead of trying to do everything at once. for me it was literally just texting leads through my crm (i use WhatSnap so they're real texts from my number, not api spam) and it felt way less intimidating than trying to "do marketing." sometimes the simplest approach is the one that actually gets you those first 10 customers

dude i totally feel you on this 😂 the marketing part is honestly brutal when you're just trying to build. what helped me was focusing on one channel at a time instead of trying to do everything — for me it was just texting leads directly from my actual phone number using this plugin called WhatSnap connected to my crm. way less overwhelming than trying to master ads or seo right out the gate

lol i feel you on this, i'd take a root canal over cold outreach any day. honestly what helped me was just picking ONE channel and getting decent at it before spreading out. for me it was just texting leads directly through my crm with WhatSnap since i already had their numbers, way less scary than trying to master facebook ads or whatever. once you get a few customers from one thing, the marketing feels less overwhelming

that's awesome you're diving in! the membership/course features are honestly one of the best parts of ghl for coaches because you can keep everything in one place - your clients, communication, and content. one thing i learned the hard way is to really nail down your follow-up system early on, especially with text messaging since that's where most people actually respond. good luck with scaling!

been there man, having a solid product but no one knows about it is rough. honestly the best thing that worked for me was just getting super targeted with outreach to people who actually have the problem my tool solves. also switched to P2P texting through WhatSnap so my follow-ups actually land in people's real inboxes instead of getting filtered like api messages. what kind of problem does your saas solve?

honestly this is where i think you gotta flip it a bit — talk to like 10-15 people in your target market first before you even touch the landing page. i did this when i was building out my messaging workflow and realized the real pain wasn't "i need better crm" it was "my texts look spammy and don't get delivered." once i knew that, the landing page wrote itself. also side note, i ended up using WhatSnap to solve my own texting problem and that whole process of using it made my messaging way clearer because i was living the problem myself. start with conversations, not code

honestly the hardest part isn't having the product, it's getting in front of the right people who actually need it. have you tried just reaching out directly to potential customers? like literally messaging 50-100 people who fit your ideal customer profile and asking if they'd be open to a quick demo. it's not sexy but direct outreach converts way better than anything else when you're just starting out

oh i feel you, that whole flow can be confusing at first! basically you'd clone a funnel, swap in your product (like upload your powerpoint or video to the membership area), connect a payment form, then set up an automation that triggers when someone pays — it tags them and grants access to the membership. for getting the link out, i just text people directly from my real number using WhatSnap so it feels personal and actually gets opened, way better than email. once you nail the automation part it's pretty smooth, just takes a bit of trial and error to get everything firing right

thanks for watching! julian's stuff on communication strategy is honestly some of the best out there. i've been using his frameworks for client campaigns and they actually work in the real world. one thing i learned the hard way though - even the best strategy falls apart if your messages don't actually reach people. been using WhatSnap to handle client follow-ups through real phone numbers instead of those spammy API messages and the response rate difference is wild

glad you found them helpful! lead gen is only half the battle though – the real game changer is having a solid follow-up system in place. i've seen so many agents crush it with lead gen but then lose deals because they're slow to respond or their messages end up in spam folders. worth thinking about how you're gonna nurture those leads once they come in!

hey thanks so much! really appreciate you watching and glad the content is helpful. i actually use a lot of these communication strategy principles when setting up client workflows in my business, especially around how we follow up with leads through text vs email. found that keeping messaging personal (like using WhatSnap to text from my actual phone number instead of some automated system) makes a huge difference in response rates. anyway thanks again for the support!

honestly this is where i think you gotta flip it a bit - start with the problem first, even if your solution is rough. like talk to 5-10 people in your target market before you build anything serious, just validate the pain point exists. then your landing page can literally be "are you struggling with X? i'm building something to fix it, join the waitlist" and you iterate from there. i did this when i was testing WhatSnap (connects real phone numbers to crm systems) and the landing page was super basic but it helped me talk to actual users who had the problem. you don't need the perfect value prop day one, you just need enough clarity to start conversations with the right people

oh man this is so true, i've seen this happen way too many times. what i started doing is staying super close during the pre-approval process - like i'll intro them to my trusted lender partners directly and loop myself into that first convo. also helps to follow up immediately after with a text from my actual phone number (i use WhatSnap so it goes through ghl but feels personal), just checking in like "hey how'd it go with the lender?" keeps you top of mind and makes it way harder for anyone to slip in between you and your client

hey glad you found it helpful! julian's breakdown of comms strategy always clicks for me too. i actually started applying some of these frameworks when planning out client messaging sequences in my agency and it made a huge difference. ended up using WhatSnap to handle the actual delivery side so messages go out from real numbers instead of getting flagged as spam, but the strategy piece julian covers here is what makes it all work in the first place

glad it clicked for you! the phasing part is honestly what trips most people up when they're putting together campaigns. i've been using WhatSnap lately to handle the actual message delivery in my campaigns and it's wild how much smoother everything runs when you're texting from real numbers instead of dealing with all the API nonsense. makes the whole communication strategy feel more human

honestly the SEO thing is overblown imo. yeah wordpress has more plugins and flexibility but for local businesses most of the SEO game is just basic on-page stuff, google business profile, and getting reviews. i've had ghl sites rank fine for local keywords. the real value is in the automation and lead follow-up anyway - i use WhatSnap to connect my actual phone number so when leads come in they get real texts from me, not some twilio spam footer. that's what converts, not whether your site scores 95 vs 88 on pagespeed

nice! once you get your pipeline dialed in, the next game changer is making sure you're actually following up fast on those leads. i learned the hard way that having a clean pipeline means nothing if your messages aren't landing in people's inboxes. switching to p2p texting from real phone numbers instead of those API-based systems made a huge difference for my response rates

trucking companies, logistics firms, freight brokers — basically anyone who needs drivers and can't fill positions fast enough. the demand is insane right now with the driver shortage. i started generating cdl leads last year and honestly the hardest part was following up fast enough, ended up using WhatSnap to text them from my real number instead of some marketing shortcode and my contact rates went way up. if you can deliver qualified leads that actually answer the phone you'll have clients lining up

hey jasper (nice name lol) - honestly the seo thing is overblown, ghl sites are fine for local businesses who just need to rank for their city + service. i've had clients rank perfectly well with ghl. the bigger win is having everything connected - when someone fills out a form, you can auto-text them from your real number through something like WhatSnap so they actually respond. wordpress sites look pretty but then you're duct-taping a bunch of tools together. for cold outreach just focus on the automation angle, most small biz owners don't care about technical seo stuff anyway they just want more leads

yeah so you can set up a workflow trigger for "opportunity created" or "opportunity stage changed" and then add actions to notify whoever needs to know. i usually do an internal notification or even a text to my sales rep's phone. actually been using WhatSnap to send those notifications as real texts instead of email since they actually see them immediately. you just pick the trigger event in workflows and map out who gets what notification based on pipeline or stage

yeah you should definitely be transparent about usage costs, clients appreciate that upfront. i usually bake those fees into my monthly retainer or just pass them through at cost so there's no surprises. one thing that helped me cut down on costs was switching to WhatSnap for texting since it uses my actual phone number instead of twilio, so no per-message fees there. for ai bots and calls you kinda just gotta factor it into your pricing model honestly

yeah you definitely gotta be transparent about that stuff. i usually bake those costs into my monthly retainer so the client knows upfront what they're paying total. like if ghl charges for calls/emails, i either pass that through as a line item or just price my package to cover it. being upfront about it builds way more trust than hiding fees and surprising them later. also fwiw i switched to using WhatSnap for texting clients since it uses my real phone number through ghl - no per-message fees like twilio so that's one less usage charge to worry about

if you're generating leads on your site you could use zapier or make to auto-send them wherever your buyers want (email, crm, whatever). i actually run into the same thing with my agency and ended up using WhatSnap to text leads straight from my real number through ghl since buyers prefer instant texts over emails. way faster than setting up webhooks and the leads actually get read

glad this helped! i totally get what you mean about tutorials being too rushed. when i was first learning ghl i had to rewatch so many videos because people just fly through the settings. ray does a great job breaking it down step by step. one thing that made it click for me was actually connecting my real phone to ghl with WhatSnap so i could text leads directly without dealing with twilio setup - made the whole crm feel way more practical once i saw messages actually going out from my number

glad it helped! the communications piece is honestly what makes or breaks a crm for small businesses imo. i ended up using WhatSnap to connect my actual phone number to ghl so i can text clients without all the twilio spam footers and they just see it as a normal text from me. way better deliverability than the standard a2p stuff

totally agree, and honestly the biggest game-changer for us was automating follow-up messages. we used to lose so many leads just because someone didn't get back to them fast enough. now everything fires automatically from real phone numbers so it actually lands in their inbox instead of getting flagged as spam like those API messages with all the unsubscribe footers. freed up like 10+ hours a week easy

thanks! yeah honestly the lead gen part is just half the battle though, i've found that following up fast is what really makes or breaks it. been using WhatSnap to text leads from my actual phone number through my crm and the response rate is way better than those automated messages with the spammy footers. people actually reply when it looks like a real text