82 - The Common Onboarding Error That’s Costing You Clients

Vit sits down with entrepreneur and systems thinker Jason Rule, co-founder of GHL Plugins, for a tactical deep dive on removing friction to unlock scale inside HighLevel. Jason traces his path from building an early SaaS for car dealers in the late ’90s to owning GNC stores, scaling Driven Nutrition into 2,300 CrossFit gyms, and ultimately creating tools that make HighLevel faster, smoother, and more profitable for agencies.

They unpack why custom values are the hidden constraint in HighLevel, how snapshots and standardized processes create true leverage, and the exact tools Jason’s team built to eliminate bottlenecks—from rapid custom-values deployment and guided onboarding to a built-in project manager/support desk. Jason also demos Pulse AI, a HighLevel App Marketplace app that ingests conversations, scores sentiment, flags at-risk and hot opportunities, and delivers a daily “silver platter” of action items for your clients (or your own agency).

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About Jason Rule

Jason Rule is an entrepreneur and systems strategist obsessed with removing friction. He’s a Co-founder of GHL Plugins, creators of workflow-enhancing tools for HighLevel agencies and SaaS founders. Former owner of GNC franchises and founder of Driven Nutrition, scaled across 2,300 CrossFit gyms. A longtime marketer/operator who blends automation, operations, and performance to help agencies scale without chaos.

Highlights 🔥

Key points we talked about in this pilot episode!

1. 👉 [00:02:00] Transition from Supplements to HighLevel - Jason discusses his transition from owning GNC stores and running a supplement company to developing tools for HighLevel, emphasizing the importance of solving problems for agencies.
2. 👉 [00:15:00] The Role of Custom Values in Scaling - Jason and Vit dive into the significance of custom values in HighLevel, explaining how they can be a constraint at scale and the leverage they provide when standardized.
3. 👉 [00:21:00] Tools for Efficient Custom Values Management - Jason introduces tools like the Custom Values Form Editor and CV Initiator, which streamline the deployment of custom values and snapshots, making agency operations more efficient.
4. 👉 [00:57:00] Guided Onboarding and Project Management - Jason demonstrates the onboarding tool and project management system, explaining how they help agencies guide clients through setup and manage support tickets effectively.
5. 👉 [01:28:00] Pulse AI: Insights from Conversations - Jason showcases Pulse AI, a tool that analyzes conversations to provide actionable insights like sentiment and follow-up priorities, helping agencies manage client interactions better.
6. 👉 [01:18:00] Overcoming Common Agency Friction Points - Jason identifies common friction points in agencies, such as onboarding and support, and discusses strategies to address them for smoother operations and better client retention.
7. 👉 [01:49:00] Closing Thoughts and Life Balance - Jason shares personal insights on balancing business efficiency with family time, encouraging listeners to continuously improve their processes while prioritizing personal relationships.

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More info about this episode:

1. Type: Regular episode (Explicit )
2. Link: https://podcast.highlevelexperience.com/episode/the-common-onboarding-error-thats-costing-you-clients
3. Authors: Vit Muller
4. Copyright 2024 vitmuller.com | highlevelexperience.com