Episode 82
The Common Onboarding Error That’s Costing You Clients
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).
Special Offer 🤩📣
Try Pulse AI free for 7 days
Pulse AI analyzes your client conversations and delivers a daily “silver platter” of insights: hot leads, churn risks, executive summaries, call quality, speed-to-lead, and more. Go to https://highlevelexperience.com/ghlplugins to claim the special offer.
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!
- 👉 [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.
- 👉 [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.
- 👉 [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.
- 👉 [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.
- 👉 [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.
- 👉 [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.
- 👉 [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.
Our Sponsors:
We’re proud to partner with some of the top industry leaders who help make the HighLevel Experience Podcast possible:
HighLevel
HighLevel is the all-in-one sales, marketing, and automation platform powering thousands of agencies and businesses worldwide. From AI tools to funnels, CRM, workflows, chat, reviews, and more—HighLevel helps you automate, scale, and deliver better results with one powerful system.
Click here to get 30-day extended free trial of Highlevel
HL Pro Tools - Your All-in-One Agency Toolkit
HL Pro Tools helps HighLevel users scale faster with daily coaching, industry-specific snapshots, done-for-you onboarding, branded demos, theme customisers, and white-label resources. It’s the ultimate toolkit for agencies wanting to grow, automate, and stand out — just like we do at the High Level Experience. - Click here to learn more about HL Pro Tools
VAHub PRO
Free Up Your Time with HighLevel-Pro VAs — $297 Onboarding Fee Waived!
Meet VA Hub PRO—the ultimate VA agency built just for HighLevel users. Imagine having a team of skilled “HighLevel ninjas” who handle your GHL tasks flawlessly, freeing you to focus on growth, client meetings, and closing deals. I’ve seen the impact firsthand with my own VAs, Komal and Eyanda—they’re game-changers. Right now, VA Hub PRO is waiving the $297 onboarding fee. Book your call at highlevelexperience.vahubpro.com.
Level Up Marketplace
A cutting-edge platform designed to extend the functionality of HighLevel, offering a wide range of custom apps and workflow actions tailored to meet the diverse needs of agencies and SaaS businesses.
As one of the only six global HighLevel developer partners, Level Up Marketplace provides innovative solutions that streamline processes, enhance customization, and enable new revenue streams. Whether you're looking to replace external tools like Zapier with native HighLevel integrations or seeking unique app functionalities to solve specific business challenges, Level Up Marketplace delivers agile, high-quality applications that empower agencies to scale and optimize their operations effortlessly. With a commitment to continuous development and community-driven innovation, Level Up Marketplace is redefining what’s possible within the HighLevel ecosystem.
SPECIAL OFFER FOR OUR PODCAST LISTENERS!
Use promo code VITMULLER at checkout to get 20% discount on your Level Up Marketplace Subscription! Click Here To Sign Up
My CRM Sim
Unlimited SMS & WhatsApp for HighLevel
Get your SMS & WhatsApp marketing up and running effortlessly in 5 minutes with myCRMSIM + High Level and enjoy unlimited text messaging capabilities without the hassle of A2P registration or per message charges. Click here to get started for only $7 for your first month by using a promo code HLE7 at checkout
Love This Podcast?
Please rate and review in your favorite app by clicking here
Subscribe to High Level Experience Newsletter!
Subscribe to our newsletter for exclusive updates, strategies, and a front-row seat to the latest GHL feature reviews, all tailored to propel your journey to HighLevel greatness. Join us now and be part of a community that's redefining success in the digital age! 🚀💼🎧✨
Share your story to be featured on our next episode!
Each episode we feature 3 different GHL agencies sharing 1 inspiring story of businesses and impact made for them as a result of using HighLevel. Click here to submit yours!
🎤Got a Beef 🥩with HighLevel? Let’s Hear It!🎤
Share it in 60 seconds and join our podcast party! It's your chance to make software talk entertaining and maybe, just maybe, spark the next big update. Quick, fun, and a bit cheeky—record your piece, send it over, and let's add some flavor to HighLevel feedback.
Supercharge Your Agency with Exclusive Free Resources! 🚀
Get the Tools You Need to Protect, Optimize, and Scale Your Business – Absolutely Free!
Running a successful agency is challenging, but you don't have to do it alone. In collaboration with Vit Muller GHL Consulting we now offer you a collection of essential resources to help you protect your content, streamline your operations, and set your clients up for success. Click here to explore all the different resources available to your agency absolutely free!
Recommended Tools, Add-ons and Services to Power Up🔥 your HighLevel™ SaaS Agency
Discover our top recommended 3rd party providers and tools that seamlessly integrate with HighLevel. Streamline your workflows, automate tasks, and improve overall efficiency to take your agency to the next level.
Check out our High Level Offer
Are you new to GHL, considering signing up, or a seasoned user ready to upgrade? We've got an exclusive offer just for you! Click here to find out more
Profit Roadmap System™ for GHL Agencies
This is a unique business model for GHL Agencies looking to offer more scalable deployment of systems to clients, faster results and more profitability thanks to it's 'productised' approach.
It includes 10 distinct systems, each designed as a standalone module (snapshot). These snapshots are installed into your SaaS customer's accounts gradually, over time, one on top of the next one like pieces of a puzzle. This approach contrasts with a single, expansive custom projects, which often proves tougher to market and deliver.
Profit Roadmap™ System and it's 'gradual rollout' method leads to faster fulfilment, onboarding, and delivery of results for your SaaS clients.
Premium GHL Snapshots
Experience the full potential of Go High Level with Vit's exclusive Premium Snapshots. These pre-built templates and automations are specifically crafted to streamline your workflow and save you a valuable time. From lead generation to sales funnels, Vit's Premium Snapshots will give your agency a competitive edge by providing ready-to-use solutions that can be customized to fit your unique needs. Click here to find out more
GHL Consulting
We understand that implementing GHL can be overwhelming, but we're here to make it easy for you. If you need specific help, whether strategic, development or to troubleshoot a specific problem you're trying to resolve Vit and his team of consultants can help! Click here to find out more about this bespoke and highly personalised service.
Advertise
Want us to promote your product or service? Apply to become an advertiser! Click here to find out more
More info about this episode:
- Type: Audio (Explicit )
- Link: https://podcast.highlevelexperience.com/episode/the-common-onboarding-error-thats-costing-you-clients
- Authors: Vit Muller
- Copyright 2024 vitmuller.com | highlevelexperience.com
Transcript
Hang on, let me have a think about it.
Vit Muller:Is it because different markets you wanted to have different resignation on the same
Jason Rule:Dude, I'm telling you, your observation is spot on.
Jason Rule:Vit Muller.: Mate.
Jason Rule:I think everything you said, the whole backstory, it's a true
Jason Rule:definition of an entrepreneur,
Jason Rule:you were always trying to solve problems.
Jason Rule:Jason Rule.: But I'm curious, have you always been wired that way or did you
Jason Rule:just do it stupid a couple times and you thought, I don't want to do that anymore
Jason Rule:Vit Muller.: what do we all want?
Jason Rule:we want it to grow
Jason Rule:Jason Rule.: you don't have to use custom values to, to make money with high level,
Jason Rule:Vit Muller.: Yeah.
Jason Rule:No you don't.
Jason Rule:Yeah.
Jason Rule:Jason Rule.: but Just know that eventually it will become your constraint.
Jason Rule:the constraint inside of high level is custom values.
Jason Rule:Vit Muller.: yeah.
Jason Rule:I'm just, Impressed.
Jason Rule:'cause I didn't know it does that.
Jason Rule:Oh, that's cool.
Jason Rule:Jason Rule.: Thank you.
Jason Rule:Vit Muller.: where from here, hang on.
Jason Rule:So,
Jason Rule:Jason Rule.: we could go on and on about
Jason Rule:Vit Muller.: what are like top three, two to three, like friction points.
Jason Rule:that are slowing them down.
Jason Rule:Jason Rule.: Onboarding.
Jason Rule:Vit Muller.: you were showing me that new tool, you call it The Pulse AI
Jason Rule:Jason Rule.: right,
Jason Rule:Vit Muller.: And when you wake up and it just sits there on a silver
Jason Rule:platter and it tells you, hey, he is somebody that you should definitely
Jason Rule:into and you probably be able to close.
Jason Rule:Am I right?
Jason Rule:Jason Rule.: Yeah.
Jason Rule:You nailed it.
Vit Muller:Hello everybody.
Vit Muller:Welcome to another episode on the High Level Experience Podcast.
Vit Muller:Our guest today is an entrepreneur, strategist, and systems
Vit Muller:thinker who is obsessed with one thing: removing friction.
Vit Muller:He spent years in the trenches from scaling a high performing supplement
Vit Muller:brand for gyms across the US to now leading the charge on something even
Vit Muller:more disruptive, building tools that make high level run faster, smoother, and more
Vit Muller:profitably for agencies and SaaS founders.
Vit Muller:His work sits at the intersection of automation, operations, and
Vit Muller:performance, and if you've ever wanted to scale, without chaos , this
Vit Muller:guy Is who you want to hear from.
Vit Muller:Please welcome to the show, Jason Rule.
Jason Rule:Hi Vit.
Jason Rule:Thanks for having me, and thanks for that amazing introduction.
Jason Rule:You're, uh, you're so much better.
Jason Rule:Explaining anything I do than I am.
Jason Rule:So thank you for that.
Vit Muller:We've got 90 minutes, so let's dive into that.
Vit Muller:You, you went from building a thriving supplement business to
Vit Muller:building tools for one of the most tech savvy communities online.
Vit Muller:What I'm curious, and honestly, I've been researching, right?
Vit Muller:I've been looking at it, I'm like, wow, this is, this brings memories
Vit Muller:because like when I saw your YouTube videos on that supplement company.
Vit Muller:that's just hold another Jason.
Vit Muller:And then it reminded me of my, you know, background.
Vit Muller:'cause I was in the fitness industry for eight years.
Vit Muller:So it is, it was kind of cool.
Vit Muller:But yeah.
Vit Muller:What I'm curious is, how did you transition from that to now
Vit Muller:solving problems inside high level?
Vit Muller:I just can't piece it together.
Jason Rule:So I've lived a few lives.
Jason Rule:I actually started in, I dropped outta college, I think it was in
Jason Rule:95, and started learning marketing, started learning sales psychology.
Jason Rule:And my first company actually that I started was in 1998.
Jason Rule:And it was actually a, a database company and it was built for
Jason Rule:car dealers and realtors.
Jason Rule:lo and behold, I didn't realize it at the time, but it was a
Jason Rule:software as a service, thankfully.
Jason Rule:a good friend of mine, his name is Doug Williams in Hay,
Jason Rule:Kansas, a brilliant entrepreneur.
Jason Rule:Guided me and kind of mentored me through that, just out of his generosity.
Jason Rule:And he introduced me to a friend of his who was a, a consultant for Kelly Blue
Jason Rule:Book, and if anybody remembers, 1999 and, yeah, I don't know, mid middle
Jason Rule:of the year they started worrying as this Y 2K thing going to be a problem.
Jason Rule:this gentleman was a, as a technology consultant for Kelly Blue Book, and
Jason Rule:he asked me to show him what we had.
Jason Rule:I did.
Jason Rule:And he said, what you have here is a template for whatever car dealer
Jason Rule:in the United States should have.
Jason Rule:It's oh cool.
Jason Rule:so I gotta give a little bit of backstory 'cause how do I go from running
Jason Rule:supplement companies to high level?
Jason Rule:Because this is actually, this is my first.
Jason Rule:My first iteration of business was actually a software as a service.
Jason Rule:So I ended up doing that and he said, what you need to do
Jason Rule:is license this to car dealers.
Jason Rule:Sold that two years later to a telecommunications company.
Jason Rule:got into owning GNCs, general Nutrition Centers.
Jason Rule:and then one of the problems that.
Jason Rule:It is a big franchise, and I learned that I don't like being a
Jason Rule:franchisee, even though I had them.
Jason Rule:But one of the problems is, is I couldn't control the pricing.
Jason Rule:I couldn't control the qualities and the messaging of the products
Vit Muller:gonna say, I feel the pain, right?
Vit Muller:Franchise
Jason Rule:So I actually, so I actually started, three years later,
Jason Rule:I started a supplement company.
Jason Rule:That supplement company started doing well, and I sold those GNCs after nine
Jason Rule:years, and then I stumbled into CrossFit.
Jason Rule:And, you know, I'm not a big guy.
Jason Rule:and bodybuilders are attracted to bodybuilders.
Jason Rule:They listen to big, big humans.
Jason Rule:And the problem is there's a big ego involved.
Jason Rule:You know, not long ago, I, I posted up and people kind of resonated with it.
Jason Rule:ClickFunnels is bodybuilding and high level is CrossFitters.
Jason Rule:We respect the people that do the work right now.
Jason Rule:Taking a supplement company that was in GNCs and in the traditional bodybuilding
Jason Rule:space that just wouldn't work.
Jason Rule:So I had probably the supplement company you came across was one called
Jason Rule:Driven Nutrition, and that's what we did is I took, because in working
Jason Rule:with CrossFit gyms, I realized like they don't really know much about.
Jason Rule:Running a business when they first start, and they sure don't
Jason Rule:know how to sell supplements.
Jason Rule:So one of the first podcasts I went on was how to ethically
Jason Rule:sell supplements to your members.
Jason Rule:And coming from the standpoint of, Hey, I, I used to run gyms or I used to run GNCs.
Jason Rule:I used to train people on how to offer supplements and do it ethically
Jason Rule:and in a long-term, business model.
Jason Rule:sold those.
Jason Rule:Oh, so here's how I got into high level.
Jason Rule:You asked the question, so now you're regretting it.
Jason Rule:Question
Vit Muller:I was just gonna say, there's a really interesting analogy because,
Vit Muller:and I just wanna stay on just a little bit of just diving into that experience
Vit Muller:of running a supplement company because.
Vit Muller:I dunno if you wanna mention YouTube channel or whatever, but if you guys
Vit Muller:find it, you know, you'll see another Jason there, like tons of videos, a
Vit Muller:lot, a lot of videos, educating about different products, supplement product.
Vit Muller:And I think there's an interesting analogy because like high
Vit Muller:level has a lot of features.
Vit Muller:Then there's a lot of supplements.
Vit Muller:there's some commonality there.
Vit Muller:what goes into marketing, a product mix and a particular way of, of doing
Vit Muller:it, and what works, what doesn't.
Vit Muller:And yeah, just what I'm curious to know is, is when you were doing
Vit Muller:those videos, what did you find work and how did you find the right
Vit Muller:way to, to make resonate the most?
Jason Rule:That's interesting.
Jason Rule:So I'm guessing that the big series of videos you probably watched, we made, we
Jason Rule:made three videos on every single product.
Jason Rule:So between two companies that that was 180 products.
Jason Rule:So multiply that by three videos.
Jason Rule:The first one, if I remember right, I mean, it's been, it's been six years
Jason Rule:since we made these videos, so forgive me.
Jason Rule:the first one was the top five questions we get about this product.
Jason Rule:and then the second one was, how do you take it?
Jason Rule:And then third one, that is the science behind the formula, if I remember right.
Jason Rule:so what we did with that
Vit Muller:clever.
Vit Muller:Hang on, let me have a think about it.
Vit Muller:Is it, is this because you wanted to.
Vit Muller:It almost sounds like the last one, the science and stuff, it's
Vit Muller:more for like left brainers.
Vit Muller:Is it because different markets you wanted to have different resignation on the same
Jason Rule:Yeah, that's a really good point.
Jason Rule:And you're.
Jason Rule:Dude, I'm telling you, your observation is spot on.
Jason Rule:I haven't really thought about it, but one of the problems is, and I
Jason Rule:find myself in these same spots, just in a different industry for high
Jason Rule:level, we work with agencies and we solve problems for agencies, but also
Jason Rule:for the businesses they work with.
Jason Rule:So we're pretty much camouflaged unless somebody's looking to solve a problem
Jason Rule:inside a high level, and usually it's the agency that's trying to do it.
Jason Rule:We're hard to find.
Jason Rule:Because most agencies are white labeled.
Jason Rule:dude, that's, that's very insightful.
Jason Rule:Thank you for sharing that thought.
Jason Rule:so with, with the supplement companies that I was at, we taught gyms how to sell
Jason Rule:products ethically and make a profit.
Jason Rule:And I was very transparent about that.
Jason Rule:And what I realized is, is that The gym owners and the coaches
Jason Rule:wear the boots on the ground.
Jason Rule:They had to have something that was easy to remember, easy to
Jason Rule:repeat about the products, so they just had to know enough about the
Jason Rule:products to be able to remember it.
Jason Rule:Then if somebody was stealing with a specific problem, they could say, oh,
Jason Rule:hey, have you considered trying this?
Jason Rule:And then they could give them the resources that we gave.
Jason Rule:Them, their gyms and their coaches to be able to get trained up on it.
Jason Rule:So we created a, a, a course, a trained course, that was completely free for
Jason Rule:all of our gyms as well as our coaches.
Jason Rule:And, at our peak, we were at 2300 across the gyms, across the nation.
Jason Rule:so that's, that's why we did that, is we wanted to be easy to repeat,
Jason Rule:easy to remember, and then we wanted to be able to let the supplement
Jason Rule:nerds, the people that loved that.
Jason Rule:I mean, you make a eight minute video about protein.
Jason Rule:It gets a little bit boring for most people, but what are the top
Jason Rule:five questions we get about it?
Jason Rule:That's pretty easy to remember and easy to repeat.
Jason Rule:so yeah, that's, that's probably those videos that you stumbled across.
Jason Rule:did that answer that question?
Vit Muller:yeah, yeah.
Vit Muller:Vit Muller.: alright, well that's impressive mate.
Vit Muller:I mean, at that kinda scale, did you say 2,500 across the us
Vit Muller:That's a lot of CrossFit gyms.
Vit Muller:Jason Rule.: 20.
Vit Muller:Yeah.
Vit Muller:2300. Mm-hmm.
Vit Muller:Vit Muller.: a lot of CrossFit gyms.
Vit Muller:So to be able to run at, at that scale, I mean the idea of educating
Vit Muller:the, the coaches, it's obviously very clever because that's the only
Vit Muller:way how, how they're gonna be the extension of the sales process.
Vit Muller:But to how, how do you like run that operation?
Vit Muller:That probably requires some sort of a system in place, wouldn't it?
Vit Muller:Jason Rule.: Yeah.
Vit Muller:so that was in the early days.
Vit Muller:I was using Gmail and Boomerang and being able to send stuff out.
Vit Muller:And I went to a mastermind and I met a gentleman that decided
Vit Muller:to take me under his wing.
Vit Muller:His name is Dovan Buck, still a dear friend today.
Vit Muller:he was known as the, the Wizard of Infusionsoft as
Vit Muller:an agency, a digital agency.
Vit Muller:And he started teaching me about, 'cause he, at a, at the mastermind, he said,
Vit Muller:Hey, what you do is really interesting.
Vit Muller:He said, what is your onboarding process?
Vit Muller:So I started making this list and I made said one, and I wrote it out.
Vit Muller:Two wrote it out.
Vit Muller:He put his hand on top of me and he said, no.
Vit Muller:He said, is that how you've been doing this?
Vit Muller:And I said, yeah.
Vit Muller:And he goes, he goes, no.
Vit Muller:And he drew this box like this and he said, step one.
Vit Muller:And then he drew an arrow and he got through halfway of the box.
Vit Muller:And I, my brain instantly exploded because everything from a system standpoint,
Vit Muller:I started thinking about it instead of thinking about it from a linear process.
Vit Muller:Then I was able to look at it from a journey process.
Vit Muller:And I'm very, I'm a very visual person.
Vit Muller:So literally just all these ideas exploded.
Vit Muller:So he started taking me under his wing to, to teach me a little bit more about that.
Vit Muller:And then I got into Infusionsoft, of course.
Vit Muller:Then in order to be able to execute for all of the gyms that we needed onboard,
Vit Muller:then we had to get the coaches trained.
Vit Muller:So we needed an onboarding system for them.
Vit Muller:And then we ended up creating a platform that allowed our gyms to actually
Vit Muller:repurpose our social media content.
Vit Muller:One of those initiatives was gym drive over, COVID.
Vit Muller:So all of that was done inside of Infusionsoft prior to me
Vit Muller:discovering high level in 19, around 2019, I think it was late 18, 19.
Vit Muller:I actually sat on it for a while because I really didn't see much
Vit Muller:of a benefit, with the exception of getting rid of plus this, right?
Vit Muller:So I didn't have to use SMS and Twilio.
Vit Muller:But once they started navigating and realizing they're gonna go to the
Vit Muller:workflow builder, I was like, okay, we're gonna lean into this hard.
Vit Muller:So we took everything that we had inside of Infusionsoft plus this,
Vit Muller:and then we rebuilt it all inside of,
Vit Muller:High Level and
Vit Muller:Around that time.
Vit Muller:Do you remember MiniChat?
Vit Muller:Vit Muller.: Yeah.
Vit Muller:Yeah.
Vit Muller:still to this day, still very powerful.
Vit Muller:Jason Rule.: Still to this day, right?
Vit Muller:So the early days, Mikhail, the founder of it, like at Traffic and Conversion,
Vit Muller:the first time he went on stage, he didn't have a logo on his shirt.
Vit Muller:So somebody took a, a sharpie marker and drew an octopus on his shirt.
Vit Muller:So he actually went on stage with that on his logo.
Vit Muller:So, I was at traffic conversion.
Vit Muller:I was, I had been inside of, messenger bots for quite some time before
Vit Muller:then, and it was the Wild West man.
Vit Muller:You didn't have the one in 24.
Vit Muller:You could just do whatever you wanted.
Vit Muller:So what I was doing was I was going from Infusionsoft to SMS to MiniChat,
Vit Muller:and then I create this circle, including, Facebook ad campaigns.
Vit Muller:So once somebody got to 21 days in terms of 21 days from the time they purchased
Vit Muller:a protein, we would start showing them an ad for about four days to warm them up.
Vit Muller:So long story short, when it comes to MiniChat, they used to
Vit Muller:have this, and maybe they still do, I'm not active anymore.
Vit Muller:They had this very active Facebook community of people
Vit Muller:telling people how to do things.
Vit Muller:And there's this, there's this rare individual, his name was Ezechiel Vaumi.
Vit Muller:And every once in a while you come across those people and they just stand out.
Vit Muller:They glow.
Vit Muller:And because they, they, what he was doing was he was, people
Vit Muller:would ask, ask a question.
Vit Muller:He would not only answer it, but he would provide the second and third
Vit Muller:level of thought processes to not only the problems they were trying
Vit Muller:to solve, but the problems that were about to happen if they continued
Vit Muller:down the path that they were doing.
Vit Muller:Right.
Vit Muller:So like when we see those individuals, they glow.
Vit Muller:So I reached out to him, I think it was in 2018, 19, and I said, Hey, I found
Vit Muller:this really cool tool, I think that I think that you would, really take off.
Vit Muller:So I just gave him a free sub account and I said, Hey, let, let it go.
Vit Muller:And I mean, the dude took like it to a duct of water
Vit Muller:and he said, this is amazing.
Vit Muller:Started doing all these things and, as we were transitioning from
Vit Muller:Infusionsoft, I needed high level to do things that I couldn't do.
Vit Muller:And so Ezekiel started building those, those things.
Vit Muller:So fast forward to your question.
Vit Muller:How do I get from, from supplements to that?
Vit Muller:So in 2021, when I sold the supplement companies, I got
Vit Muller:drawn into business mentorship.
Vit Muller:And that's where, you know, I, I focus on the strategy, 20 foot, 20,000 foot.
Vit Muller:One of the things I tell people all the time is the map is not the terrain.
Vit Muller:So invariably.
Vit Muller:The biggest problems that these businesses had would, could
Vit Muller:be solved with high level.
Vit Muller:But all of these different industries that I was then mentoring for, guess what?
Vit Muller:High level didn't do things that they needed to do, right?
Vit Muller:So, hey Ezekiel, hey, let's keep building some cool stuff together.
Vit Muller:So we did, and he came to me one time, like I, I've been a, I've been an
Vit Muller:entrepreneur for 31 years, and he came to me and this never occurred to me.
Vit Muller:He said, Hey Jason, you know, all of these things that you're having me
Vit Muller:make, there's a whole lot of agencies and a whole lot of businesses inside of
Vit Muller:high level that would buy these things.
Vit Muller:I was like, cool, what do you wanna do?
Vit Muller:And he said, do you wanna start a company?
Vit Muller:I was like, yeah, let's do it.
Vit Muller:so that's, that's the story of how GHL plugins, came to be is, I just,
Vit Muller:I needed high level to do things for my business that I couldn't do,
Vit Muller:and then I got exposed to a lot of other industries and it needed to do.
Vit Muller:Different things.
Vit Muller:And then lo and behold, then we start, then we look at problems.
Vit Muller:What do, what are the main problems that agencies deal with?
Vit Muller:And then we, we build things for those.
Vit Muller:Vit Muller.: There you go.
Vit Muller:Shout out to Ezekiel, by the way.
Vit Muller:He's he's awesome.
Vit Muller:Jason Rule.: Oh, he's amazing.
Vit Muller:Vit Muller.: so.
Vit Muller:Mate.
Vit Muller:I think everything you said, the whole backstory, it's a true definition
Vit Muller:of an entrepreneur, I must say.
Vit Muller:You know, like there was, you were always trying to solve problems.
Vit Muller:That's what it was.
Vit Muller:It's just you see a problem, you're trying to solve it.
Vit Muller:So GHL plugins, let's talk about it.
Vit Muller:And for those you guys listening, there's, I'm a fan.
Vit Muller:I've been using your product for how long, mate?
Vit Muller:It's been a good three years or something Since, yeah, since
Vit Muller:we started working together.
Vit Muller:And there's one product in particular.
Vit Muller:'cause when you think about systems and scaling, that's kinda
Vit Muller:I always like to think that way.
Vit Muller:I don't know if it's, where's this come from, like the need to have everything
Vit Muller:systemized and I think innately I'm lazy.
Vit Muller:So innately I'm like thinking, I want to grow a business, but
Vit Muller:it's gonna be done where there's not gonna be bigger go bigger it
Vit Muller:goes more work it requires, right?
Vit Muller:So I've always been thinking about business, in a very systemized
Vit Muller:way and which is why, I really delved into the snapshot and I
Vit Muller:think that's how we've come across.
Vit Muller:But there's one product that you've, that you and Ezekiel have developed,
Vit Muller:which is such a simple thing.
Vit Muller:Again, custom values, you're trying to set them up, and you have to go
Vit Muller:settings, custom values, and to click those three damn dots and then you have
Vit Muller:to change the value and then hit save.
Vit Muller:Then you wait until that little spinning thing disappears.
Vit Muller:And that's like the last time I turned it was like eight seconds.
Vit Muller:You might think, oh, what are you on about?
Vit Muller:It's just eight seconds.
Vit Muller:Well, if you're setting up a snapshot and there's 200 values to do, it
Vit Muller:gets pretty annoying pretty quickly.
Vit Muller:Jason Rule.: Right.
Vit Muller:Vit Muller.: so yeah.
Vit Muller:So do you wanna tell the guys, I mean, we can start with customer values, but
Vit Muller:there's, there's a whole range of things, but now would be a good time, maybe just
Vit Muller:delve into the product a little bit and just tell the guys, yeah, what it's about.
Vit Muller:Jason Rule.: We can First, I want to dissect what you said.
Vit Muller:Is that fair?
Vit Muller:Can we go down, can we go down one of those
Vit Muller:Vit Muller.: Yeah.
Vit Muller:A hundred percent.
Vit Muller:Jason Rule.: So one of the things I'm wondering, you had mentioned building
Vit Muller:something to scale and you had said you, you're, you're wired in such a way.
Vit Muller:There's some, I'm paraphrasing, you're wired in such a way that, if it's,
Vit Muller:if it's inefficient, and I can't remember exactly what you said, but you
Vit Muller:said it very well and I wondered if.
Vit Muller:If you think that way, I wonder two things.
Vit Muller:Did you, have you always thought that way or have you experienced enough
Vit Muller:pain through, like you said, you've been an entrepreneur for a long time?
Vit Muller:What I found is, is if somebody's just new to the entrepreneur, they're perfectly
Vit Muller:fine because they don't realize the access of time amplifies the pain that's
Vit Muller:created by doing something in efficiently.
Vit Muller:So I'm wondering if you are either wired to where you just always did it
Vit Muller:that way, or you did it that way enough times and you thought, that's really
Vit Muller:stupid, I don't want to do that again.
Vit Muller:And agencies that work with custom values, yeah, you can do it.
Vit Muller:And it is, I mean, it's about an eight to ten second cycle.
Vit Muller:And if you've got two or 300 custom values, now the problem is, is because the
Vit Muller:access of time amplifies the pain, right?
Vit Muller:So if you only sell one or two a month or one or two a week,
Vit Muller:it's not that big of a deal.
Vit Muller:But if you start selling two or three a day, you're gonna, you're gonna
Vit Muller:get to the point, and I've dealt with this with agencies, they dread.
Vit Muller:When a client buys, because then they have to deliver and they have to onboard it.
Vit Muller:So we'll dive into that.
Vit Muller:But I'm curious, have you always been wired that way or did you just
Vit Muller:do it stupid a couple times and you thought, I don't want to do
Vit Muller:that anymore because I That's me.
Vit Muller:that's how I'm built.
Vit Muller:I've done it the hard way.
Vit Muller:I've used brute force and burnt myself out and,
Vit Muller:That's also where this gray hair comes from.
Vit Muller:Vit Muller.: I. I'm not really good with, I'm trying to get better,
Vit Muller:but I don't think I'm still there.
Vit Muller:Like I gen just generally not, not really good with like leadership and
Vit Muller:like leading people and managing people.
Vit Muller:And so if I can avoid it, I wanna have a business where I don't have employees.
Vit Muller:Sounds really odd.
Vit Muller:When I was a pt, I was just running my fitness business.
Vit Muller:I was running my bootcamps, I had two locations, plus I did
Vit Muller:personal training one-to-one.
Vit Muller:And so when you think about fitness business, when you're doing one-to-one
Vit Muller:personal training or doing a group exercise out in a park, you always
Vit Muller:have to like prep your program.
Vit Muller:You get somebody sign up for your, for your program.
Vit Muller:So there's a bit of an onboarding.
Vit Muller:And very quickly I realized like in order for me to stay as lean as
Vit Muller:possible and just continue to run this as a one man band, I have to be
Vit Muller:like ultra dialed in with my processes and systems using tons of templates.
Vit Muller:But that's, I don't know, like it's.
Vit Muller:I've always been like that, like it's almost like a cheat code.
Vit Muller:Then going back to what I said earlier, I'm just like genuinely lazy.
Vit Muller:I hate doing anything that's repetitive, which is why I cannot ever be an employee.
Vit Muller:I just hate if somebody says, do this and this is what you're gonna do for every
Vit Muller:day, yeah, that's just super boring.
Vit Muller:I can't, I don't know if it's like maybe some ADHD or something, but if it's
Vit Muller:something that I have to do manually, like every day, it just does my head in.
Vit Muller:So I'm always looking at how can I, streamline it.
Vit Muller:so I all the way to a point where I would build these spreadsheets back to
Vit Muller:2012, somebody signs up, I would ask them about, Weight, things like that.
Vit Muller:And then I built this little, like a micro calculator and then it would
Vit Muller:just spit out, how much protein, how much carbs, how much, fats.
Vit Muller:And then just start providing, like that.
Vit Muller:And, or like I had, these little docks with an onboarding dock for a new
Vit Muller:client, which was like five pages of just basic, healthy lifestyle tips.
Vit Muller:And I just change the name and little things like that.
Vit Muller:So that's always been the case for me.
Vit Muller:Jason Rule.: Yeah.
Vit Muller:So that's how you're wired because, yeah.
Vit Muller:So the, the other part of it is, is if people aren't wired that
Vit Muller:way, if they are wired that way, it high level is super easy.
Vit Muller:If you dive into custom values, the bridge or the road forks.
Vit Muller:So you go down the path of people that are incredibly efficient.
Vit Muller:Like you, you call a lazy, I don't, it's just, high speed load drag.
Vit Muller:You want efficiency and you don't want anything that's repetitive.
Vit Muller:now the other side of it is, is now some entrepreneurs will go down the path
Vit Muller:and they'll learn things the hard way.
Vit Muller:Vit Muller.: Well, I, I think, hang on.
Vit Muller:Just before, before you move into that, I think just to clarify,
Vit Muller:it's not hating repetitive.
Vit Muller:I just hate doing things inefficiently, repetitively.
Vit Muller:Jason Rule.: right, right.
Vit Muller:I love that.
Vit Muller:Now custom values, those are things that they're very efficient, but you do, they,
Vit Muller:they do have to be done repetitively.
Vit Muller:Especially if you're selling two or three a day, right?
Vit Muller:Because you get a new sub account, you gotta be able to populate it now.
Vit Muller:So what most people do is, and that's one of the things that we struggle with when
Vit Muller:I'm onboarding new people and I don't do demos anymore, just 'cause no, we're
Vit Muller:just gonna, I'll just do an onboarding.
Vit Muller:'cause the truth is, is you're here to solve a problem, not
Vit Muller:learn something conceptually.
Vit Muller:So get signed up, we'll do an onboarding and I'll just simply show you how to
Vit Muller:solve your problem in about 30 minutes.
Vit Muller:And then you don't have to deal with it again at scale.
Vit Muller:So most of the people that go down the path of the repetitive process of
Vit Muller:custom values, they standardize them.
Vit Muller:Now those are, those are actually ahead of the game because a lot of people don't
Vit Muller:use custom values because they're like, they're a pain in the butt to update.
Vit Muller:So the people that don't use custom values are stuck with
Vit Muller:manual updating websites, funnels.
Vit Muller:All of that.
Vit Muller:Like you have to go in and find that one workflow and change that one phrase.
Vit Muller:So the people above that actually that in terms of the evolution of agency owners
Vit Muller:that I found, they're using custom values.
Vit Muller:And then the next step up until us were, they had to hire VAs
Vit Muller:in order to be able to scale.
Vit Muller:So they had to hire humans to do the thing, same thing that they were doing,
Vit Muller:click search, click edit, enter the value, usually copy and paste, which was coming
Vit Muller:from a form that the client entered.
Vit Muller:So you're just manually entering data into one of the most efficient,
Vit Muller:operating systems on the planet in terms of being able to mitigate
Vit Muller:data and move it into something.
Vit Muller:So yeah, one of the very first tools that we made that really put us on
Vit Muller:the map over three years ago was the custom values form form editor.
Vit Muller:And we've since made incredible enhancements to that and, and even two
Vit Muller:other products that solve custom values, custom value problems for friction.
Vit Muller:Is really the right way that I like to look at it, in different ways.
Vit Muller:Vit Muller.: I, this is a whole topic in itself.
Vit Muller:Jason Rule.: Let it.
Vit Muller:Vit Muller.: yeah.
Vit Muller:I've interviewed a lot of people and, when it comes to high level
Vit Muller:and adoption of high level and like selling it and being able to sell,
Vit Muller:there's this thing where the consensus is don't try and learn everything.
Vit Muller:There's a lot of features.
Vit Muller:Just focus on one thing when he's selling it.
Vit Muller:You know, focus on the one quick solution because it's like
Vit Muller:you're gonna overwhelm people.
Vit Muller:And I think that's a great advice.
Vit Muller:let's say pick reputation management and go after local
Vit Muller:businesses and sell them this.
Vit Muller:But there's always, but you know, like where you really provide like a lot
Vit Muller:of scale for businesses is automation.
Vit Muller:Because if automation comes efficiency, with efficiency comes more profitability,
Vit Muller:that's pretty simple, right?
Vit Muller:So once you start going into automations, that means, you know,
Vit Muller:automations is something that works on the backend as always.
Vit Muller:Input output.
Vit Muller:The input is always what happens on the front end.
Vit Muller:So input is always gonna be the, the front facing marketing asset, which is a
Vit Muller:website, which is a funnel form surveys.
Vit Muller:So that's that.
Vit Muller:And then what do we all want?
Vit Muller:Like, why do we all sign up for high level and starting our agencies,
Vit Muller:or, or doing pure SaaS or doing a hybrid, like what do we all want?
Vit Muller:Like we want it to grow ideally in a monthly recurring revenue model we want
Vit Muller:to grow for, to provide for our families to provide for better lifestyles.
Vit Muller:How are you gonna increase that revenue is by having more sub-accounts.
Vit Muller:And if we know that yes, food indoor offers initially are great, but that
Vit Muller:no, if you wanna provide a lot more benefit for those businesses, you
Vit Muller:also start need to start tapping into what asset funnels, websites,
Vit Muller:automations, all that backend will.
Vit Muller:Now the only way you're gonna be able to do that, if you can do it at scale, and
Vit Muller:so in, in inevitably, you will get down to realizing you have to snapshot things.
Vit Muller:That's the only way once you install a snapshot into sub account,
Vit Muller:now it is just trickled down.
Vit Muller:You know, like the next logical step is you realize, okay, well
Vit Muller:how do I install the snapshot?
Vit Muller:And if you haven't built a snapshot with custom values as much as possible,
Vit Muller:like mostly custom values driven, then you will have to always manually do
Vit Muller:everything when it comes to setup.
Vit Muller:That's not scalable.
Vit Muller:So custom values is a solution to a lot of things.
Vit Muller:And it's, it's, what is interesting though is when I, like me or Micheal
Vit Muller:Pacitto, or you know, us nerds, we talk about, you know, these custom
Vit Muller:fields, custom values, and then you're like, don't get bogged down.
Vit Muller:You're like Vit, you're such a perfectionist.
Vit Muller:You get bogged down today.
Vit Muller:Just focus on the front end guys.
Vit Muller:You know, don't over complicate things.
Vit Muller:Sell the food in the door.
Vit Muller:It's not that that advice is bad, it's just like it only
Vit Muller:solves that initial piece of the puzzle that, that's in my view.
Vit Muller:You, you kind of have to dissect the whole thing before you really make
Vit Muller:a commitment to grow your business.
Vit Muller:If this because.
Vit Muller:And here's the kicker, right?
Vit Muller:Because, and me and Michael, we spoke about it too.
Vit Muller:If you build a snapshot and you haven't, and the way you've engineered the system,
Vit Muller:the way you've programmed the automations workflow and all that, if you haven't
Vit Muller:built custom values into it so that it easy to install, and now you go and you
Vit Muller:start prospecting because, you know, it's sell first and then solve it later.
Vit Muller:Yeah, cool, that's fine.
Vit Muller:But if you go and sell first and you sell it to a hundred businesses and they all
Vit Muller:sign up and then you have to fulfill for each one of them custom, in a streamlined
Vit Muller:way without having the custom values to set it up, you're gonna be in a world
Vit Muller:of pain and your profitability is gonna plummet because it's gonna take a lot
Vit Muller:more man hours to set everything up.
Vit Muller:So yeah, I mean it's it's essential.
Vit Muller:Nobody talks about it that much, but it's, if you guys are listening, if you
Vit Muller:just started high level, like I both, you know, both strategies are correct,
Vit Muller:but it's not that one or the other.
Vit Muller:it's understanding the full cycle of fulfillment, I would say is how you
Vit Muller:then have to make that decision because like you kinda have to, have both.
Vit Muller:yeah.
Vit Muller:What would you say to that?
Vit Muller:I don't
Vit Muller:Jason Rule.: I, I, no, I think that's, I think that's an important point.
Vit Muller:And one of the things that, 'cause some people are just built different,
Vit Muller:like me, I, I'm hardheaded.
Vit Muller:I have to learn things a hard way.
Vit Muller:You are just the opposite in terms of like, you consider it lazy.
Vit Muller:I don't think that, I think it's just incredibly efficient.
Vit Muller:Now as I've gotten older, I, my, my axis of time is getting shorter, right?
Vit Muller:I know that, that my workable time or my, my ability to be able to think
Vit Muller:or be able to work at the pace that I currently can is diminishing over time.
Vit Muller:I just know that, so I have to be able to get more efficient.
Vit Muller:But when somebody first gets into high level, they only know what they know and
Vit Muller:they don't know what they don't know.
Vit Muller:And I like, I like conversations like this because you don't have to,
Vit Muller:you don't have to use custom values to, to make money with high level,
Vit Muller:Vit Muller.: Yeah.
Vit Muller:No you don't.
Vit Muller:Yeah.
Vit Muller:Jason Rule.: but just know, right?
Vit Muller:Just know that eventually it will become your constraint.
Vit Muller:It will become right.
Vit Muller:Water flows through the certain path until it hits friction.
Vit Muller:So if your constraint, the amount of volume that can pass through a
Vit Muller:certain thing or money or clients or anything else, the constraint inside
Vit Muller:of high level is custom values.
Vit Muller:So what Vit is talking about is if you build it right, it may take
Vit Muller:you a little bit longer in order to be able to learn the systems.
Vit Muller:And one of the things you can do is just simply build an SMS and
Vit Muller:email and one webpage from nothing other than custom values, right?
Vit Muller:Our brain learns through repetitions, run up and down that until the neuro
Vit Muller:pathways become entrenched down, then it's just a road we can walk down.
Vit Muller:Now, the flip side of that is if you sell a service or if you sell a, sell
Vit Muller:a new sub account, you go deliver it.
Vit Muller:Yeah, you can make it look great.
Vit Muller:The client will be happy.
Vit Muller:But then any change that the client's gonna want is gonna need
Vit Muller:to be edited by you or your team.
Vit Muller:VAs are great for that, right?
Vit Muller:companies like HL Pro Tools where they, they can service the
Vit Muller:client, they're great for that.
Vit Muller:Now, the step above that.
Vit Muller:The ability to be able to let the client be able to edit certain parts
Vit Muller:of their websites, SMS and emails.
Vit Muller:You can give them a form, and that's one of the things that, Vit is talking about.
Vit Muller:You can give them access to just that form and then they can edit these
Vit Muller:small parts of your sub account, which comes from Snapshot that's
Vit Muller:easily scaled, that's duplicated and populated instantly from custom values.
Vit Muller:so just know that if you're starting inside a high level, you don't have
Vit Muller:to use custom values, you will just 'cause it's your simple signature
Vit Muller:file or your hey first name.
Vit Muller:Those are cus well, that's a custom field.
Vit Muller:But anything related to the company, email address, those are all custom
Vit Muller:values and the more that you can get reps with them, the better off that you are.
Vit Muller:And there are tools like the custom values editor that allow you to be
Vit Muller:able to instantly make those, editable.
Vit Muller:And in fact, two of the tools that we have, just simply preload custom values
Vit Muller:as soon as the snapshot is deployed.
Vit Muller:So vid, I don't even know if you know that or not.
Vit Muller:That's a cool tool that we made.
Vit Muller:Vit Muller.: yes, I do use it.
Vit Muller:So what I've done is, this explains why I'm taking a little bit longer to go and
Vit Muller:go at scale marketing and scale selling.
Vit Muller:'cause I haven't approached that phase yet, yet is because I've
Vit Muller:been spending so much time and just getting everything right.
Vit Muller:I'm one of those perfectionists who like to get it done right, because then
Vit Muller:I'm really ready and set for scale.
Vit Muller:so one of the, one of the cool things that high level now has is being able to
Vit Muller:edit all the emails, the system related emails, social planner, for example, if
Vit Muller:you go to, connected social planner, to Facebook, whatever, you get tokens, right?
Vit Muller:So when the tokens run out, you have to reconnect that account.
Vit Muller:Now, high level has made it easier where you can get a
Vit Muller:notification few days beforehand.
Vit Muller:Then there's another set of notifications when it does expire.
Vit Muller:There is notification email when you know, if you're doing like an approval
Vit Muller:for content, you get that email.
Vit Muller:So there's a lot of notifications, emails, notification emails for different areas.
Vit Muller:There is, you know, for groups, for communities, there's ton of different
Vit Muller:notifications, email notification, emails that high level has created.
Vit Muller:and it's great and works out of the box, but it looks kind of vanilla.
Vit Muller:I don't like the look and feel of those.
Vit Muller:So one of the things I did is, and it's 60 of them at this point,
Vit Muller:is I created a snapshot, which I call like a new, new SaaS account.
Vit Muller:And in that snapshot is I created all the emails.
Vit Muller:They're all pretty, they're all using custom values.
Vit Muller:but they all have those specialty links for those areas.
Vit Muller:But it looks like it's like a hundred percent wide level system.
Vit Muller:So my customers, they sign up and they get these notifications, emails, looks like,
Vit Muller:it's coming from stand from the park.
Vit Muller:Looks kind of cool.
Vit Muller:So that's one area then.
Vit Muller:Then there's also some custom values that every sub-account should have, even if
Vit Muller:there is no snapshot installed, because I don't know yet whether the customer is
Vit Muller:gonna be one of those savvy ones that they wanna build something themselves or not.
Vit Muller:But what I do know is that if they do start on their own building stuff on their
Vit Muller:own and then later decide, Hey, could you also, you know, we wanna buy one of
Vit Muller:those snapshots and install it for us.
Vit Muller:Well, if they start with the same values that the other snapshots are
Vit Muller:using, it's gonna be way easier.
Vit Muller:So I've basically created a set of values that are like business related
Vit Muller:custom values, and then when they sign up, I say, look, if you're gonna be
Vit Muller:building anything yourself, here's how you need to understand custom values.
Vit Muller:Just use that.
Vit Muller:It's a reference points, reference point so that you can globally change it.
Vit Muller:And when they get, it's oh, that's cool, otherwise I'm gonna be in a lot of pain.
Vit Muller:yeah.
Vit Muller:But also it sets me up making it a lot easier.
Vit Muller:So anyway, so I've got this one snapshot that I always drop into
Vit Muller:every subaccount when they sign up.
Vit Muller:And then I just get my VA a task to link all those new notifications properly.
Vit Muller:It is an extra step and it might take three hours, but it's
Vit Muller:just, I like to impress people.
Vit Muller:I like to impress my customers.
Vit Muller:So it looks like prop proper, you know?
Vit Muller:why am I saying this?
Vit Muller:is because, that tool you mentioned where automatically when you create a new sub
Vit Muller:account, it automatically pushes that in.
Vit Muller:That's what I've done.
Vit Muller:because you've got your right, so it's also the agency custom values.
Vit Muller:So in my system, when in the sub-accounts, my customers, when they
Vit Muller:get notification from the system, I want the notification to come from.
Vit Muller:You know, my agency name, in the footer, have some extra Ps if you
Vit Muller:start with sales or Ps if you do this, click here, book a call.
Vit Muller:'cause I'm always trying to upsell as well.
Vit Muller:So I know that those values, and there's about any of them, they never change,
Vit Muller:they're like, details about our agency.
Vit Muller:so I want, I want it to be by default, automatically always
Vit Muller:come with every new sub account.
Vit Muller:So that's the, what do you call that?
Vit Muller:I don't even know what you exactly
Vit Muller:Jason Rule.: initiator.
Vit Muller:Yeah.
Vit Muller:The custom values initiator.
Vit Muller:Vit Muller.: CV initiator.
Vit Muller:Yeah, we've been talking a lot by the way.
Vit Muller:I, I was thinking maybe I'll like, I'll share a screen, I'll show you
Vit Muller:guys like a use case, how I use it.
Vit Muller:so you get, you guys can get the full picture.
Vit Muller:so let
Vit Muller:Jason Rule.: Great idea.
Vit Muller:Vit Muller.: right, so we, we've got one
Vit Muller:Jason Rule.: I'm looking forward to seeing this.
Vit Muller:Vit Muller.: here we go.
Vit Muller:So let's do, let's do an entire screen here.
Vit Muller:alright, so this is the right page here.
Vit Muller:So we've got this one system that are built called Reputation Management System.
Vit Muller:which, when customers sign up, they go and they sign up
Vit Muller:for, this is our landing page.
Vit Muller:So this is our white level SaaS here in Australia, Stand out
Vit Muller:from the pack that are built.
Vit Muller:This is built on a high level, by the way.
Vit Muller:So if anybody's got any, doubts that you can't build nice pages,
Vit Muller:you can definitely do that.
Vit Muller:So what we do a we do is people sign up, right?
Vit Muller:They go into 14 day trial, they pick a plan, they sign up, and then
Vit Muller:we upsell them on a down for you setup, which is all the email, the
Vit Muller:phone system, all those cool things.
Vit Muller:Once they're set up, that's good to go.
Vit Muller:Then what we'd like to do is we say to them, look, there are some really cool
Vit Muller:features out of the box in SaaS than now from the pack account, such as being able
Vit Muller:to send out review requests and all that.
Vit Muller:With automation comes more profitability.
Vit Muller:So if you wanted to fully automate your business, this is what
Vit Muller:the profit roadmap system is.
Vit Muller:We build it and you can just, you know, miss the customer misses customer.
Vit Muller:If you guys, I like this idea.
Vit Muller:It's like Pokemons, you wanna collect them all because once you do, your
Vit Muller:business will be more profitable.
Vit Muller:So we build a snapshot for each one of them and we explain
Vit Muller:to them what a snapshot is.
Vit Muller:We're very transparent of our customers.
Vit Muller:Like we've done all the work and you can just go here and buy it
Vit Muller:and look, you just need to have an active subscription with us.
Vit Muller:And then you just pay.
Vit Muller:So this one is two grand.
Vit Muller:You just one time fee and then we'll just, we'll just go in and
Vit Muller:we'll install into your account.
Vit Muller:It'll be very much on brand and fully bespoke set up around your business.
Vit Muller:Right?
Vit Muller:We don't talk about customer values through customers, right?
Vit Muller:We talk about bespoke setup, right?
Vit Muller:so that's one of the systems that we do.
Vit Muller:Now what I've done is inside GHL plugins.
Vit Muller:Where is my, you gotta log in here.
Vit Muller:The, you've got this cool little thing called, business tool, or you
Vit Muller:got, by the way, this is this new ui.
Vit Muller:I like it, it's a lot cleaner.
Vit Muller:You had the way
Vit Muller:riverside_screenshare_hd_synced-video_screenshare_high_level experien_0154: We're good.
Vit Muller:Vit Muller.: it was a bit chaotic, but this is cool.
Vit Muller:so
Vit Muller:Jason Rule.: We're getting better.
Vit Muller:It's under integrations.
Vit Muller:Vit Muller.: that's right.
Vit Muller:Yeah, there you go.
Vit Muller:so you got this custom values form here.
Vit Muller:So what, what the way you do it, guys, so you just need to plug in your
Vit Muller:agency API, and that's how you pull in your subaccount IDs and everything.
Vit Muller:And then I create, so I've got one subaccount for reputation management
Vit Muller:system, which is my developer Subaccount, which the snapshot is based off, right?
Vit Muller:So you pull it in and then what you do is you, you edit.
Vit Muller:So I've already done the work, right?
Vit Muller:So you categorize things.
Vit Muller:It'll make a little sense in a second when I show you.
Vit Muller:Maybe, man, let me show you first what it looks like on the front end.
Vit Muller:It'll probably make more sense.
Vit Muller:Jason Rule.: Are you using the onboarding tool Vit?
Vit Muller:Vit Muller.: no.
Vit Muller:So I use HL Pro Tools, as well.
Vit Muller:So I've got a bit of a hybrid setup, but with the onboarding,
Vit Muller:I built my own actually, before we even started working together.
Vit Muller:So I'm, I'm, yeah, but we can talk about it too, for sure.
Vit Muller:'cause it is a good product.
Vit Muller:I just already built my own way, So check this out guys.
Vit Muller:Right?
Vit Muller:So this customer, he, they've signed up and what we've done is we've
Vit Muller:plugged the form, this is the GHL plugins custom values form, and it just
Vit Muller:shows up in the left hand side menu.
Vit Muller:now we use it internally, we do the setup for customers for most of the time.
Vit Muller:But what it does is I've categorized these into different areas.
Vit Muller:So your agency info, that's us.
Vit Muller:And I've embedded my Loom video so that it explains, how you fill up these values
Vit Muller:and where these values come from, and then you've got your branding and other things.
Vit Muller:I can easily click key and change the hex codes on colors and whatever hit safe.
Vit Muller:And within a, a couple of seconds there's a little bit of deal delay with API,
Vit Muller:but within a couple of seconds, all of those values will be pushed into the,
Vit Muller:the actual custom values that are, in the settings, in the sub account
Vit Muller:for those of you guys like, who still don't, what are we talking about here?
Vit Muller:custom values is under settings in, in the sub account.
Vit Muller:So this is what they are, right?
Vit Muller:So I was talking about those eight seconds, do we wanna time it?
Vit Muller:look at this, right?
Vit Muller:I'm trying to find a custom value, so maybe I wanna change this one.
Vit Muller:I'm gonna click these three dots here, click edit, change it here,
Vit Muller:type it in here, hit update.
Vit Muller:I'll just put a space here, hit update.
Vit Muller:1, 2, 3, 4, 5, 6. Right?
Vit Muller:So eight seconds for sure.
Vit Muller:Right?
Vit Muller:And that's one value, right?
Vit Muller:So what this is, is instead of doing it that way.
Vit Muller:You go into this custom value form and you just update multiple things at once,
Vit Muller:then hit save and kaboom you're done.
Vit Muller:that's how we do it.
Vit Muller:It's highly powerful, highly scalable.
Vit Muller:And because you can embed these loom videos, I've got a process where if I
Vit Muller:hire additional VAs, they don't have to ask me how do I do it, or if they
Vit Muller:get stuck, they can just watch this.
Vit Muller:But it's also not just VAs.
Vit Muller:If I got a customer who says, you know what?
Vit Muller:I don't wanna pay two grand for the setup of that particular
Vit Muller:module, can we do it ourselves?
Vit Muller:I'm like, yes, you can.
Vit Muller:These days.
Vit Muller:I actually do qualify the customer when they say that.
Vit Muller:I ask them a couple of things just to really gauge, I get that they're trying
Vit Muller:to save money, but like I'm trying to gauge, will you be capable of doing it?
Vit Muller:Because what I don't wanna do is you come back to me later on halfway through
Vit Muller:the process where you've messed a couple things and now you want us to do it.
Vit Muller:Now we're gonna actually charge you more than what we would've charged you if
Vit Muller:you just let us do it from the get go.
Vit Muller:that's also a good one to, to think about.
Vit Muller:But yeah, so, you know, it allows us to do it.
Vit Muller:Now the way I've done it is, let's say this particular, this is, I
Vit Muller:was gonna show you the reputation one, but I don't have a link here.
Vit Muller:But this is for another system that we sell the Essential Business Marketing
Vit Muller:System, which is on our profit roadmap.
Vit Muller:We've got, we've got 10 of them.
Vit Muller:So the essential one is the first one that we, we sell.
Vit Muller:they all do a couple different things, but yeah, so if they, so because we
Vit Muller:have there's like bunch of different values for this particular system.
Vit Muller:What you can do is you actually create these different groups.
Vit Muller:So we got branding separate.
Vit Muller:To like email sending and notification stuff here, yeah, so that's, that's
Vit Muller:how you see it on the front end.
Vit Muller:And that's the use case.
Vit Muller:It's like really easy.
Vit Muller:Now, on the backend.
Vit Muller:On the backend, it's, this is how you program it, right?
Vit Muller:So basically once you get your API connected, go and
Vit Muller:this is, it's called pages.
Vit Muller:the na naming convention is called Pages.
Vit Muller:So look, I'll actually show you that and that, that correct
Vit Muller:one we're just looking at.
Vit Muller:so it just makes more sense.
Vit Muller:That was the essential one.
Vit Muller:So if I go to the essential one here, you'll see exactly how
Vit Muller:I've set it up on the back end.
Vit Muller:So Agency Info is this first step one agency info, right?
Vit Muller:And here are my values.
Vit Muller:these are literally my agency values.
Vit Muller:They're always gonna be the same, every single subaccount.
Vit Muller:So instead of me having to populate those, and this is actually, we didn't mention
Vit Muller:that, instead of me having to populate those every single time, what you do here
Vit Muller:is, is you can set up default values.
Vit Muller:Can you see those default values?
Vit Muller:I've got default value, the login URL, default value agency name, default
Vit Muller:value social media links that we have.
Vit Muller:'cause we want our customers to engage us through socials and whatnot.
Vit Muller:means I don't have to even have to fill that up.
Vit Muller:I just click and it's pushes it into a sub account like two seconds.
Vit Muller:And then how you bring in more values, you just click on art field,
Vit Muller:click in there, go into the search.
Vit Muller:Search by name.
Vit Muller:So this will pull in from the high level, from that sub account
Vit Muller:and say, socials, URL, YouTube.
Vit Muller:There it is.
Vit Muller:Now I've got it Pfizer, which I'm just showing an example.
Vit Muller:I could leave it empty, obviously I could leave it empty if it's
Vit Muller:meant to be unique per sub account and don't put anything in there.
Vit Muller:But yeah, it's pretty cool.
Vit Muller:And then I can also change it into a number field or hex code field.
Vit Muller:Yeah.
Vit Muller:So I love the product.
Vit Muller:It's such a, you might think such a small thing, but it's, it's huge.
Vit Muller:Yeah.
Vit Muller:Anyway, that's me enough sharing, kind of feel like I stole your
Vit Muller:thunder there a little bit Jason.
Vit Muller:Jason Rule.: No, you're, you do a better demo than I do.
Vit Muller:I'm curious, so that first step, those are all your agencies or
Vit Muller:your agency custom values, which are coming from a snapshot, right?
Vit Muller:Do you have a snapshot with all of those custom values?
Vit Muller:Vit Muller.: that comes in with, that very first one that's not even
Vit Muller:part of the profit robot modules.
Vit Muller:'cause the profit robot modules are upsells.
Vit Muller:So we have another snapshot called, a new SaaS account.
Vit Muller:That's just like a power process.
Vit Muller:We always load it into new subaccounts regardless.
Vit Muller:So every single customer, they sign up, we load it into their subaccount.
Vit Muller:And, that one actually show you that, just for context for the guys, watching.
Vit Muller:By the way, guys, this part of the interview, this is visual, right?
Vit Muller:So if you're watching on Apple, apple Podcast or whatever, obviously
Vit Muller:you wouldn't be able to see it.
Vit Muller:So I'm gonna try and do my best to explain, add a bit of a commentary
Vit Muller:to what we're talking about here.
Vit Muller:But, yeah, if you wanna see it, go to our YouTube channel, is what I was gonna say.
Vit Muller:so I'm just gonna show you this.
Vit Muller:So we've got SaaS, I should say new.
Vit Muller:Here, new S-O-F-T-P account.
Vit Muller:That's what we call that one.
Vit Muller:So that's a subaccount called new S-O-F-T-P account,
Vit Muller:which we've snapshot it.
Vit Muller:So we've got a snapshot of the, on the base of this, right?
Vit Muller:I mean, that's whole another episode talking about snapshots
Vit Muller:and explain how those works.
Vit Muller:But, so we've got a snapshot.
Vit Muller:He and this snapshot, when I go into settings and go into custom
Vit Muller:values, what we, by default, we just like to keep it clean and organized
Vit Muller:because chaos doesn't scale, right?
Vit Muller:So what we've got folders, we got, 18 values for our agency values.
Vit Muller:Say you go, I was right.
Vit Muller:I was saying 20.
Vit Muller:So I was not far, not too far off.
Vit Muller:Then we got business values.
Vit Muller:So everything that says business and beyond, it's.
Vit Muller:Would be specific to the client, the agency.
Vit Muller:That's always gonna be us.
Vit Muller:So we got, eight for just business.
Vit Muller:Then we got, 13 values for branding, seven values for email setup, eight
Vit Muller:values for legal, six values for socials, and four values for Google, slash meta.
Vit Muller:API.
Vit Muller:That's for like businesses who want to advertise.
Vit Muller:So if for going an agency,
Vit Muller:Jason Rule.: it.
Vit Muller:Vit Muller.: you see we have, you know, CRM names, CRM, login,
Vit Muller:URL, all that, all that stuff.
Vit Muller:Now another reason why I've done that is I always like to think about
Vit Muller:not just scale, but also change.
Vit Muller:Like how do you plan for change?
Vit Muller:If I wanted to, I wanna have the power to be able to change.
Vit Muller:If I one day decide, you know what?
Vit Muller:Stand out from the buck.
Vit Muller:It's a bloody long name.
Vit Muller:I always knew it.
Vit Muller:what if I wanna make it a shorter CRM name one day?
Vit Muller:Well, I could go into, into he and change that from.
Vit Muller:Days to whatever the new name is, you know?
Vit Muller:so you could do it that way.
Vit Muller:So that's how, how we do that.
Vit Muller:'cause we want our customers to be presented with our values to that.
Vit Muller:And then with the business values.
Vit Muller:So we got things like, it's like stock standard stuff doesn't feel like much
Vit Muller:but when you think about a regular business, contact us page, frequently
Vit Muller:asked questions page, Google Maps link phone number sent as a text template.
Vit Muller:Website, website, SEO, things like that.
Vit Muller:It's like, why would you do that?
Vit Muller:It's well there's also a thing called trigger links and we're gonna have
Vit Muller:contact us page as a trigger link.
Vit Muller:'cause trigger links is what then gives you the power to be able to see what
Vit Muller:people click on and how people engage.
Vit Muller:We like to have values for URL links.
Vit Muller:So, yeah, so we got all those.
Vit Muller:I'll show you one more.
Vit Muller:I don't wanna go.
Vit Muller:yeah, so like branding, now this is, by the way, this is before
Vit Muller:high levels came up with their, brand, brand voice brand guide.
Vit Muller:But even then, these days it's still good because you can actually,
Vit Muller:they've made it super simple.
Vit Muller:Now you can actually pull in custom values that are using X code.
Vit Muller:So it's still, the use case is still there.
Vit Muller:they didn't diminish it.
Vit Muller:Yeah.
Vit Muller:So it's brilliant.
Vit Muller:Jason Rule.: Yep.
Vit Muller:Vit Muller.: yeah.
Vit Muller:So like business values, these are like, actually one of the most, most
Vit Muller:important ones is branding ones, right?
Vit Muller:So your about info paragraph, brand colors, we like to just go by bright,
Vit Muller:brighter, dark, darker rather than primary, secondary, slogan, tagline,
Vit Muller:you know, color buttons, food of background, fabric and image, logo,
Vit Muller:image for bright backgrounds and logo image for dark backgrounds.
Vit Muller:You have those.
Vit Muller:Any new customer that signs up again, even if they wanted to build themselves, you
Vit Muller:just make a smaller loo video and say to the customer, Hey, just grab this and use
Vit Muller:this on the back of, because you're gonna put your logo in emails, you're gonna
Vit Muller:put your logo on a website page, you're gonna put it in lots of different places.
Vit Muller:And maybe, you know, like this gives you ability later down a track just
Vit Muller:to rebrand and just change it in one place and then you're done.
Vit Muller:Rebranding can be very, very costly.
Vit Muller:So, yeah.
Vit Muller:Jason Rule.: Yes, for sure.
Vit Muller:Vit Muller.: stop
Vit Muller:Jason Rule.: So the reason I was asking about that is you're doing
Vit Muller:something that's interesting.
Vit Muller:It's one of the things that I, that I see often is that there's right,
Vit Muller:you know, have you ever heard of a produce principle, the 80 20 rule?
Vit Muller:Vit Muller.: Yeah, yeah.
Vit Muller:Do do 20, 20, 20% of the work that brings 80% of the revenue.
Vit Muller:Jason Rule.: Yeah.
Vit Muller:Right.
Vit Muller:So, same thing goes with custom values also.
Vit Muller:So, 80% it's either 80 or 20, right?
Vit Muller:80% is either going to be, you just wanna automatically preload custom values.
Vit Muller:You want these, these out of a hundred, you want these 80 to automatically
Vit Muller:be the same no matter what.
Vit Muller:Now these 20, I want my client to be able to either through client
Vit Muller:input or it needs to be, relevant.
Vit Muller:To my new client, the one that's getting the sub account, or it's
Vit Muller:20 80, like these 20, I want to be able to have standardized.
Vit Muller:So the phrase that I use is standardized.
Vit Muller:So 20%, 20 of them are always going to be the same.
Vit Muller:They're just gonna automatically load 80%.
Vit Muller:That's where that form comes in.
Vit Muller:So we actually have a tool that may make your life a little bit easier.
Vit Muller:The CB initiator can just simply load custom values because in some cases,
Vit Muller:some people might watch this video and be like, well, this is great, but I really
Vit Muller:don't wanna push a button to enter a form.
Vit Muller:It's, to me, it's kind of funny, like it's kinda like standing in front of a
Vit Muller:microwave and saying, hurry up, come on.
Vit Muller:You know, it's, it's been 30 seconds already.
Vit Muller:Now, on the flip side, some agencies are absolutely built for scale.
Vit Muller:They have standardized things so well that they only have one or two
Vit Muller:things that are need to be customized.
Vit Muller:So they're like 98 2.
Vit Muller:So for those people that you just simply have custom values that you wanna load,
Vit Muller:completely populated every single time.
Vit Muller:That tool is the custom values initiator because every new sub
Vit Muller:account that loads, they're just gonna be completely populated.
Vit Muller:You don't even need a form because you don't want anybody
Vit Muller:to edit them or change them.
Vit Muller:Then we made one more tool, it's called Account Creator.
Vit Muller:That one I'm super stoked about because it has the ability, because let's say
Vit Muller:for example, you're one of those agencies and you've standardized everything.
Vit Muller:Like you just want to make custom values.
Vit Muller:You want an easy button.
Vit Muller:Anytime a specific newest, anytime a new account is created,
Vit Muller:just load these custom values.
Vit Muller:That's easy.
Vit Muller:That's the custom values initiator.
Vit Muller:That's for, that's globally.
Vit Muller:So agency down new sub-accounts.
Vit Muller:So let's say for example, that same agency has niches.
Vit Muller:They have restaurants, they have lawn mowing companies, they have dog care, and
Vit Muller:each SNAP snapshot is slightly different.
Vit Muller:So they have, they have a different snapshot, which means they have different
Vit Muller:custom values that are, that they want to automatically be preloaded, right?
Vit Muller:Because it may be the offer, it may be the landing page, so on and so forth.
Vit Muller:So we ca, we made account creator.
Vit Muller:So account creators actually very slick.
Vit Muller:What it will do is if you apply a tag to a contact, let's say for example, somebody
Vit Muller:bought the dog trainer subaccount, you apply it to a tag, to that contact, this
Vit Muller:tool will go and go through all of the process that you normally do to create a
Vit Muller:new subaccount name, address, everything.
Vit Muller:It creates the new subaccount fires, the automation inside of the agency itself,
Vit Muller:which then sends the onboarding, right?
Vit Muller:So, hey, welcome, here's your login link.
Vit Muller:But what it does is since you applied the tag dog trainer,
Vit Muller:it creates the sub-account.
Vit Muller:It loads the custom values from the snapshot that you select, and then it
Vit Muller:populates those custom values from.
Vit Muller:Sub account that the snapshot was created from.
Vit Muller:Now that's very nerdy to work back from, but if you've been inside a high level,
Vit Muller:a little bit, a couple bells just went off in your head because you realize wait
Vit Muller:a minute, I can have unlimited niches.
Vit Muller:I just simply apply a tag to them and it's gonna create the sub
Vit Muller:account completely populated out.
Vit Muller:I don't have to do anything, and it's gonna populate custom values based
Vit Muller:off of what niche they bought in.
Vit Muller:That's exactly what this tool does.
Vit Muller:So those three things that we do for custom values, the form that you just
Vit Muller:showed, which makes it super easy, you can load defaults and somebody can
Vit Muller:hit submit and it's gonna preload 'em.
Vit Muller:We have the CB initiator, which just simply preloads custom
Vit Muller:values proto protos principle.
Vit Muller:You know, I've got these 20 are always gonna load.
Vit Muller:I don't want to even push a button to hit save.
Vit Muller:I don't wanna wait on it.
Vit Muller:Cool.
Vit Muller:Just do that Then.
Vit Muller:Then the next one is, is hey, I've standardized things to the point to
Vit Muller:where I just want, an easy button to where as soon as somebody buys
Vit Muller:something, I don't have to do anything.
Vit Muller:Including VAs, and that's the, that's the, the account creator.
Vit Muller:Vit Muller.: So I haven't used the account creator.
Vit Muller:My question to that would be, so I paid 4 97.
Vit Muller:I'm on, I've got a SaaS configurator set up with the
Vit Muller:rebuilding and everything, right?
Vit Muller:So
Vit Muller:Jason Rule.: Mm-hmm.
Vit Muller:Vit Muller.: how does that work alongside with this?
Vit Muller:Because to me, this sounds like this would set up a sub account through an
Vit Muller:API, wouldn't apply the SaaS plans.
Vit Muller:I would have to do that manually afterwards?.
Vit Muller:Jason Rule.: that's the only limiter that this has is that unfortunately, high
Vit Muller:level hasn't opened up the SaaS module to be able to, Hey, turn on rebilling.
Vit Muller:That's the only thing that has to be done manually.
Vit Muller:Vit Muller.: So this would be, because, you
Vit Muller:Jason Rule.: rebilling is the only thing that doesn't trigger.
Vit Muller:Vit Muller.: Yes, because like we've got, we've got, you know, our processes
Vit Muller:go to our page, pick a plan, sign up, and that triggers everything,
Vit Muller:the onboarding and everything.
Vit Muller:so that, for us, that means, you know, if we wanna push sub account in
Vit Muller:there, we have to go in and we have to get the customer to fill up a survey
Vit Muller:form to provide us more details.
Vit Muller:And then based off that is how we then set their business profile in the subaccount.
Vit Muller:What you're saying is, if I've already got those fields against the contact
Vit Muller:in my own subaccount, which is like subaccount to run my own business,
Vit Muller:my agency business, then it would, it would take those custom field values
Vit Muller:and push them into that new sub account as a business info and, and whatnot.
Vit Muller:And plus
Vit Muller:Jason Rule.: exactly
Vit Muller:Vit Muller.: link it with a particular snapshot, all at a click off.
Vit Muller:So that's a, I like that.
Vit Muller:I like that.
Vit Muller:It just means, it's just different path of, of sign up.
Vit Muller:So.
Vit Muller:Jason Rule.: Right.
Vit Muller:Vit Muller.: It's not gonna be bulletproof.
Vit Muller:It's not gonna be, that's only gonna be the one way from now going forward
Vit Muller:because of the fact that we have a front end signup way, self self signup way.
Vit Muller:So, so it's gonna, yeah, it's gonna look after those that we've talked to
Vit Muller:and they say, yeah, we wanna go ahead.
Vit Muller:And I say, okay, well don't worry about going to the website.
Vit Muller:We'll, we'll set you up and then we'll just send you a link and then you, you
Vit Muller:know, basically put your credit card details on file so we can flip it into
Vit Muller:a SaaS rebuildable SaaS sub account.
Vit Muller:Yeah.
Vit Muller:Which is not a
Vit Muller:Jason Rule.: And not everybody does that.
Vit Muller:Right?
Vit Muller:Some people just wanna sell websites, websites as a service.
Vit Muller:It's a real thing.
Vit Muller:I don't want to turn on rebilling.
Vit Muller:I just simply want to create a new sub account for everybody that signs
Vit Muller:up and pays me a hundred bucks.
Vit Muller:Cool.
Vit Muller:You can do that.
Vit Muller:Vit Muller.: Yes.
Vit Muller:I always, yeah.
Vit Muller:So the, in my view, I,
Vit Muller:Jason Rule.: So all of the use cases.
Vit Muller:Yep.
Vit Muller:Yeah.
Vit Muller:It, so really what you're talking about, you're exactly right.
Vit Muller:You have two diff, two different points of entry, like you can use
Vit Muller:the SaaS, in terms of the form and everything else that high level has, or.
Vit Muller:Whatever information you want.
Vit Muller:Now think about this from your standpoint, like the way that you
Vit Muller:systemize custom values and sequentially step one, step two, step three.
Vit Muller:So imagine collecting all of that information ahead of time
Vit Muller:before they even click buy.
Vit Muller:And we convert those custom fields into custom values, and then when they
Vit Muller:hit save, everything is just done.
Vit Muller:with the exception of rebuilding, turning into SaaS.
Vit Muller:So those, those, that's just three of her tools, and they solve custom
Vit Muller:value problems in three different
Vit Muller:Vit Muller.: I, I, I think you forget about your tool number
Vit Muller:four, which is very popular tool.
Vit Muller:Right.
Vit Muller:Too as well.
Vit Muller:I spoke to Sarah Cordiner, she's a big fan.
Vit Muller:The task
Vit Muller:Jason Rule.: Oh, she's amazing.
Vit Muller:Yeah.
Vit Muller:Vit Muller.: task manager, you know, like I use Clickup because I'm.
Vit Muller:I like Clickup.
Vit Muller:It's just, I'm never gonna go away from that.
Vit Muller:That's me personally, but I'm a super nerd.
Vit Muller:But I also know I'm probably complicating some things that could have done it more
Vit Muller:easily and more scalable in that case.
Vit Muller:So there you go.
Vit Muller:chew on that one.
Vit Muller:Hang on a minute.
Vit Muller:Did, didn't you say like you're all for optimization?
Vit Muller:I am, but I'm also very nerd and Clickup allows me to manage
Vit Muller:projects at, more detail.
Vit Muller:But you have built something and I haven't been using that particular product,
Vit Muller:so I can't really talk much on there.
Vit Muller:I only know that it's, it's kinda it looks like a trailer port and it's
Vit Muller:sub account specific, but also you can reference it in another sub-accounts.
Vit Muller:You can manage it and basically gives you ability for your customers
Vit Muller:to go and submit job requests.
Vit Muller:Is that, am I saying it right or do you wanna show it or, I don't know.
Vit Muller:Jason Rule.: Yeah, I'll show it.
Vit Muller:Yeah.
Vit Muller:Yeah.
Vit Muller:That's cool.
Vit Muller:Let's see.
Vit Muller:See if I can find the right screen.
Vit Muller:So I'm gonna go to screen here.
Vit Muller:I don't use this very often, so.
Vit Muller:All right, we're gonna create the, the window, infinite window of loop.
Vit Muller:Here we go.
Vit Muller:so let's do this.
Vit Muller:All right, so the reason I was asking about the onboarding thing is this, like
Vit Muller:when I do these podcasts, I have this.
Vit Muller:So imagine the first time a new user goes to a sub account.
Vit Muller:This is called our onboarding tool.
Vit Muller:This right here, you've got a handy dandy checklist.
Vit Muller:Now everybody has their own client journey.
Vit Muller:This is what I want them to do.
Vit Muller:This is what I want them to do.
Vit Muller:And when we created this, we actually created something called internal routing.
Vit Muller:Nobody had ever done it before.
Vit Muller:So when somebody comes to an sub account, the last thing you want them
Vit Muller:to do is click around on the left side.
Vit Muller:'cause it gets confusing, it gets overwhelming.
Vit Muller:So one of the settings of this tool, it strips the left side to
Vit Muller:where I can't click over here, I can't do anything as a new user.
Vit Muller:Can you see that?
Vit Muller:Okay,
Vit Muller:Vit Muller.: yeah.
Vit Muller:I'm just, Impressed.
Vit Muller:'cause I didn't know it does that.
Vit Muller:Oh, that's cool.
Vit Muller:Jason Rule.: Thank you.
Vit Muller:Yeah.
Vit Muller:so it's called restrict menu.
Vit Muller:It's just a very simple setting.
Vit Muller:So the other thing that we want, what we want them to do is we want them to follow
Vit Muller:a, a path and ideally a path that, that we've created that's gonna create the
Vit Muller:ideal path, that they're happy, they get onboarded, super smooth, and we're able
Vit Muller:to track where is that client through the onboarding process, what have they done.
Vit Muller:Now here as the user, I can see that I'm 38% done.
Vit Muller:But one of the things that you're also able to do is every time that
Vit Muller:I click this as, as a user, this is the internal routing, we route them
Vit Muller:directly to the subaccount within the subaccount where we want them to go.
Vit Muller:So if I want to, if I say, Hey, alright, let's get your phone number.
Vit Muller:It's gonna route them directly to the phone number area.
Vit Muller:They're gonna be able to get in.
Vit Muller:And of course if I wanted to be able to set up a, a video, I
Vit Muller:could pop it up, and make it show.
Vit Muller:All of these things are tools inside of the setting.
Vit Muller:But what's cool of it is that it's applying 'cause I'm a user inside
Vit Muller:of this sub account, but I'm a contact inside of the agency.
Vit Muller:So imagine that this tool has the ability to be able to apply the tag to my contact,
Vit Muller:onboarding slash get phone number.
Vit Muller:So then I can create a, a curated experience to where now since I click
Vit Muller:this, I can have a workflow, the contact gets the tag onboarding slash
Vit Muller:get phone number internally, I set a timer for one hour in that workflow and
Vit Muller:then my team goes and finishes a two P or whatever process that looks like.
Vit Muller:So this is the onboarding tool.
Vit Muller:so the reason I I show this first is 'cause it's something
Vit Muller:that nobody's ever seen before unless they're a client of ours.
Vit Muller:so.
Vit Muller:That then leads into opening support tickets.
Vit Muller:So one of the things you're asking about, you can use the project manager.
Vit Muller:So what you're looking at here is this is a support ticketing system built
Vit Muller:from our project management system.
Vit Muller:So it is now, if this was not, blended out, there'd be a custom
Vit Muller:menu link overall also on the left hand side called get support, right?
Vit Muller:So anytime somebody wanted to do something, you'll notice
Vit Muller:here, I can't click on these.
Vit Muller:The only thing I can do is I can come in here and say, that please help.
Vit Muller:Right?
Vit Muller:All I can do is either comment on an existing ticket or I
Vit Muller:can open a new one, right?
Vit Muller:So if I wanna open a help ticket, I've got these different categories.
Vit Muller:The categories are created inside of the project itself.
Vit Muller:So this is a support technique system.
Vit Muller:Inside of every sub account that I want and it's triggered and
Vit Muller:it's set up as a custom menu link.
Vit Muller:Or of course, over here on the onboarding thing, 'cause these are custom menu links.
Vit Muller:So where does that go?
Vit Muller:Let's go.
Vit Muller:We're gonna go right here.
Vit Muller:Oh, there's pulls.
Vit Muller:So if I go here, if I go to the task board and if I go to more projects, if I
Vit Muller:go over to Support desk, I'm gonna hide this so I can see, please help tavi.
Vit Muller:So you can see here now I've got the project management system.
Vit Muller:Oh, I'll go back for just a second.
Vit Muller:So the task board, the task, you can have unlimited task.
Vit Muller:And these are just the, the projects that we use for GHL plugins.
Vit Muller:This is what we use for support.
Vit Muller:By the way, we also use this support for all of our apps.
Vit Muller:So if anybody has any of our 1300 apps and they click support and
Vit Muller:they open a a ticket, it goes into our project management system,
Vit Muller:Vit Muller.: From a whole another high level agency altogether.
Vit Muller:You've got that too.
Vit Muller:Is it?
Vit Muller:Jason Rule.: Boom.
Vit Muller:Yeah, so we actually have a lot of VA companies that are using our
Vit Muller:project management system because it's a simple custom menu link.
Vit Muller:Not only are we pulling in the contact id, we're pulling in the location id,
Vit Muller:the agency id, so other VA companies are able to use this in one sub-account
Vit Muller:and they say, here's a custom menu link.
Vit Muller:And that custom menu link is unique because as you can see
Vit Muller:here, there's other tasks on here.
Vit Muller:And of course, now that I'm on here, I can take it, I can drag it and me
Vit Muller:as the user that created this ticket, now I just got a white labeled email.
Vit Muller:But if I open it up, please help tavi.
Vit Muller:I should be able to see in theory activity.
Vit Muller:You know, Vit, please help now if I reply to it.
Vit Muller:Oh, what's your question, dude?
Vit Muller:Vit Muller.: Yeah, I was gonna say, where do you see which
Vit Muller:sub account it's coming from?
Vit Muller:Jason Rule.: Ah, right here.
Vit Muller:Subaccount ID is right here.
Vit Muller:So it looks like with this one, ah, I know what happened.
Vit Muller:So this is, this is an old one here.
Vit Muller:So it's actually a bad
Vit Muller:Vit Muller.: doesn't have a name or, yeah, yeah.
Vit Muller:Jason Rule.: have a name because the subaccount that was created, it's
Vit Muller:not through the onboarding process.
Vit Muller:But if you look at these other ones, like Peyton's Lawn Care,
Vit Muller:that's my son's Lawnmowing service.
Vit Muller:So I can see the user that created it.
Vit Muller:Vit Muller.: onboarding process, so if it, if it was created through
Vit Muller:sales configurator, are you saying the name doesn't come through?
Vit Muller:Jason Rule.: I think that this was, I think that the name has changed.
Vit Muller:So this is the location id, the sub-account id right here,
Vit Muller:this LOL one N. So I think that something glitch with the project.
Vit Muller:Vit Muller.: Okay.
Vit Muller:Jason Rule.: So I just happened to, for this video, I just happened to choose the
Vit Muller:wrong, the wrong task to demonstrate that.
Vit Muller:Let's go find another one.
Vit Muller:Let's see if that's the case.
Vit Muller:help with, need, help with timing of an SMS.
Vit Muller:Let's see where that's at.
Vit Muller:Task.
Vit Muller:Where's that?
Vit Muller:Vit Muller.: The joy
Vit Muller:Jason Rule.: That's one of the things,
Vit Muller:Vit Muller.: of software demos, right?
Vit Muller:You're always trying to make him perfect, but
Vit Muller:Jason Rule.: Yep.
Vit Muller:Vit Muller.: I like it.
Vit Muller:Jason Rule.: I think that something's, I think that something's off with this here.
Vit Muller:I'll just show you.
Vit Muller:I'll create a new help ticket.
Vit Muller:I think.
Vit Muller:I think something changed with, after I set up this subaccount,
Vit Muller:all right, so Vit's.
Vit Muller:Demo, if I come over here and if I go to support desk Vit's.
Vit Muller:Demo right there.
Vit Muller:So something glitched.
Vit Muller:Oh yeah, it's there also.
Vit Muller:So it looks like there must have been a delay between the API to be
Vit Muller:able to pull in the location id.
Vit Muller:Vit Muller.: okay.
Vit Muller:yeah, so there's the API thing that's the same thing with custom values of
Vit Muller:data, but I've hit the save on the form and then it wasn't there immediately.
Vit Muller:But that's because of the API Takes a couple of seconds.
Vit Muller:Yeah.
Vit Muller:Oh, that explains it.
Vit Muller:Jason Rule.: right.
Vit Muller:Yep.
Vit Muller:So that's that.
Vit Muller:There's just a little bit of a delay.
Vit Muller:but here I've got a fully functional project management system.
Vit Muller:I can open it, I can assign it to any of my other users.
Vit Muller:If one of my team is working on it and it's a billable project, they can come
Vit Muller:up here and they can start a timer.
Vit Muller:Vit Muller.: Oh yeah.
Vit Muller:And they can start working.
Vit Muller:They can minimize, minimize the thing on the right hand side.
Vit Muller:Can you co collapse it?
Vit Muller:Jason Rule.: yep.
Vit Muller:you can drag it over here.
Vit Muller:minimize what thing?
Vit Muller:Vit Muller.: Well, the whole, the whole thing on the right
Vit Muller:hand side of the screen.
Vit Muller:So if, if you, if they're now doing a work, the VA is now in the sub
Vit Muller:account going into automations, whatever, doing, doing actual work,
Vit Muller:Jason Rule.: Yeah, yeah.
Vit Muller:Vit Muller.: obviously the timer is important because that's for
Vit Muller:billables if you're doing by hours.
Vit Muller:but yeah.
Vit Muller:Okay.
Vit Muller:So you've just collapsed it.
Vit Muller:Okay, cool.
Vit Muller:Now, for me personally, and again, we, we've got a mix of people listening.
Vit Muller:They have, I have people using different vendors for when it comes to actual,
Vit Muller:like a true 24 7 live support, right?
Vit Muller:Because this in a way could be use case for how you manage support
Vit Muller:for customers, but it means you have to like internally manage it.
Vit Muller:the beauty about using the other, other vendors like HL Pro Tools
Vit Muller:is they've got a 24 7 live chat and you just, you know, customers
Vit Muller:can go and chat to them directly.
Vit Muller:So I already got that.
Vit Muller:I'm not, not changing that, but what I see this as a use case.
Vit Muller:Instead of calling that support desk, I could call that, job management or project
Vit Muller:management where I've got customers, yes, they've got a support and they
Vit Muller:can reach out to the, you know, through the chat widget to the, to the support
Vit Muller:people provide from Azure Pro Tools.
Vit Muller:But if they come to me and, and the customer says, Hey,
Vit Muller:can you build me a website?
Vit Muller:can you open up another browser tab?
Vit Muller:Actually, by the way, on your Chrome and type in, stand out
Vit Muller:from the park.com au slash
Vit Muller:Jason Rule.: Com
Vit Muller:Vit Muller.: yeah, sorry.
Vit Muller:Yeah.
Vit Muller:Dot no, it's dot com au slash services or just hit the menu.
Vit Muller:Yeah.
Vit Muller:Services.
Vit Muller:Yeah.
Vit Muller:This is something, I mentioned it on one of the earlier, a couple episodes back.
Vit Muller:This is, something I built for myself because I have some
Vit Muller:customers that like, they sign up.
Vit Muller:We wanna sell them down for you.
Vit Muller:Account setup, which we charge, you know, 1650 as a special, but only during the
Vit Muller:signup process, otherwise it's 2200.
Vit Muller:And the account setup is us configuring, you know, their phone system, the
Vit Muller:phone number, regulatory bundle for us in Australia, or if they were
Vit Muller:overseas, US, H, P and DOC, whatever.
Vit Muller:Setting up the email system, setting up a basic voice, AI agent, chat
Vit Muller:agent, reputation widget, chat widget, all those little things.
Vit Muller:That's what the account setup is.
Vit Muller:And we find some customers, they, they don't take on take up on that
Vit Muller:upsell because what we say on that landing page, don't worry, if you
Vit Muller:don't want to, you can do the set up yourself and we'll provide with videos.
Vit Muller:Right Now what happens is some go down that route.
Vit Muller:'cause again, they wanna save, right?
Vit Muller:They don't really save at the end of the day, like just realize they
Vit Muller:just wasted this time and they could have paid, it's another discussion.
Vit Muller:But, sometimes they do that.
Vit Muller:And they set certain things that are easy, like they set up the reputation or maybe
Vit Muller:they figure out how to brand the chat widget and install it on the website.
Vit Muller:But commonly they do get stuck on the phone number or the email set up because
Vit Muller:we, you know, do custom subdomains.
Vit Muller:We like 10 different subdomains for the email set up.
Vit Muller:They get stuck on those things, but at this point they've already done
Vit Muller:some of the, some portion of the setup so we can't go back to them.
Vit Muller:It's well pay for the setup 'cause they've already done some of it.
Vit Muller:So the way I've overcome this recently is I build this a la carte menu.
Vit Muller:It looks like a restaurant menu.
Vit Muller:So you got browse the menu, you got chef specials, you got your starters.
Vit Muller:Jason Rule.: Nice.
Vit Muller:Vit Muller.: these are like different services.
Vit Muller:But if you go a little bit further down, there's a category
Vit Muller:called, core system setups.
Vit Muller:So we've basically itemized each thing separately.
Vit Muller:So if they go, we are stuck on the calendar setup.
Vit Muller:Can you do that one?
Vit Muller:So you got, yeah.
Vit Muller:Pay 300 bucks.
Vit Muller:they can click on order Now it gives them a two step order form or
Vit Muller:one step order form and they pay.
Vit Muller:And then we do it.
Vit Muller:We, we've only just launched this offering, like this restaurant menu
Vit Muller:style pricing of different microservices.
Vit Muller:Recently, I could definitely see a use case for the task manager where when they
Vit Muller:place an order, it would automatically create a ticket in the task manager,
Vit Muller:Jason Rule.: Yep.
Vit Muller:Vit Muller.: attribute it to the sub account, and then if the customer
Vit Muller:needs to provide more info, then, then just comment on the task.
Vit Muller:So that could be a good,
Vit Muller:Jason Rule.: Yep.
Vit Muller:Great use case.
Vit Muller:Vit Muller.: yeah.
Vit Muller:Jason Rule.: so the reason I started here to show you Alright, using it
Vit Muller:for support is, and actually that's just something that we just spun up
Vit Muller:recently, because a lot of agencies started using it for project.
Vit Muller:It's a project, it's a fully functional enterprise level project management
Vit Muller:system, and it works across all sub accounts inside of the agency.
Vit Muller:Now the only thing that you have to do to make it work inside of other sub-accounts
Vit Muller:is share that custom minion link.
Vit Muller:So we have a lot of agencies that are, that are taking our project management
Vit Muller:system and adding As, as an add-on, either as a value add or they're selling
Vit Muller:it because it is fully integrated.
Vit Muller:It works with contacts, it works with users.
Vit Muller:back to your point of custom, of standardizing things from a
Vit Muller:snapshot standpoint, it works natively inside of, workflows.
Vit Muller:So being able to go from a workflow to a task that the task got automatically
Vit Muller:gets added to the project manager.
Vit Muller:And I just want to show this real quick of, so the request support, right?
Vit Muller:So that's this.
Vit Muller:Here, I refresh it.
Vit Muller:Vit Muller.: Because you can rename the naming conventions
Vit Muller:could be different, right?
Vit Muller:You can call it different thing.
Vit Muller:Instead of support desk.
Vit Muller:And what about that button that says help ticket?
Vit Muller:Can you change that too?
Vit Muller:Jason Rule.: Yeah, you can change that.
Vit Muller:You can change that Also, you can change your categories, the
Vit Muller:things that you want them to go to.
Vit Muller:But if I go over here, if I click on Task Manager, one of the things you're
Vit Muller:gonna notice, the tasks are different.
Vit Muller:It doesn't have the same projects.
Vit Muller:'cause I'm inside of a different sub account.
Vit Muller:Vit Muller.: Mm-hmm.
Vit Muller:Jason Rule.: So what what that means is, is that once you add this as a
Vit Muller:custom, meaning link to another account, another sub-account, the project manager
Vit Muller:itself, they have their own version of the project management system.
Vit Muller:Vit Muller.: It's like a child, it's like a parent and child.
Vit Muller:Jason Rule.: it it, it can be, it's literally
Vit Muller:Vit Muller.: or, or like if they've got their own, which only lives in their
Vit Muller:own sub account and doesn't reference back to your agency one if they wanted
Vit Muller:Jason Rule.: Exactly.
Vit Muller:Exactly.
Vit Muller:Vit Muller.: so you could have two, you could have two.
Vit Muller:Jason Rule.: they wanna have their own projects,
Vit Muller:Vit Muller.: Yeah.
Vit Muller:Yeah, I get it now.
Vit Muller:So that's just for them and their team to manage things, whatever the use case is.
Vit Muller:okay, cool.
Vit Muller:And and, and the use case of the original one that you showed me for the customer
Vit Muller:support, if I was using it for project management for, um, my SaaS customers, so
Vit Muller:that's a default manually that shows up in every sub-account, but when they are
Vit Muller:in their sub-account and they're looking at their cards or the trailer board or
Vit Muller:whatever you, the view, the main view,
Vit Muller:Jason Rule.: right.
Vit Muller:Vit Muller.: would it only show them their own tickets?
Vit Muller:None of the other
Vit Muller:Jason Rule.: It would only show their tickets, correct?
Vit Muller:Right.
Vit Muller:It's it's their support desk.
Vit Muller:Vit Muller.: in your agency, support tickets across all the other sub accounts.
Vit Muller:Jason Rule.: Yep.
Vit Muller:Exactly.
Vit Muller:Vit Muller.: Brilliant.
Vit Muller:I like
Vit Muller:Jason Rule.: exactly right.
Vit Muller:Yeah.
Vit Muller:Yeah.
Vit Muller:So that's just four of our tools.
Vit Muller:Vit Muller.: One more question on this one.
Vit Muller:Now I can get into the product demo here.
Vit Muller:can you, can you customize, see, you know, like when you go into a
Vit Muller:particular ticket, if somebody wants to create, can you go into a customer
Vit Muller:sub account when they're creating a new ticket from scratch, as an example?
Vit Muller:And what does it,
Vit Muller:Jason Rule.: Yep.
Vit Muller:We'll go here.
Vit Muller:So we'll go here.
Vit Muller:So I'm inside of a, a customer sub account.
Vit Muller:What do you want me to do?
Vit Muller:Vit Muller.: click on help ticket
Vit Muller:Jason Rule.: Mm-hmm.
Vit Muller:Vit Muller.: you select the category.
Vit Muller:So this would be help your task name, select category.
Vit Muller:Yeah.
Vit Muller:So there's like different areas of, this is kinda like
Vit Muller:Jason Rule.: Mm-hmm.
Vit Muller:Vit Muller.: level support is like what area?
Vit Muller:Like sites and then funnels,
Vit Muller:Jason Rule.: Yep.
Vit Muller:Vit Muller.: So you hit
Vit Muller:Jason Rule.: And all of that is adjustable.
Vit Muller:I'll, I'll show you here real quick.
Vit Muller:So under request, uh, when I go over here, I can set up the categories and
Vit Muller:even if I want to, so the categories, if I wanted to, I could even go over
Vit Muller:here and I could create a task form
Vit Muller:Vit Muller.: Okay.
Vit Muller:That's what I was gonna,
Vit Muller:Jason Rule.: a task form.
Vit Muller:Vit Muller.: because I wouldn't want anybody to submit, I only want 'em
Vit Muller:to submit once they provided all the context, including aloo video and
Vit Muller:that sort of stuff, because I don't, I hate, I hate doing a back and
Vit Muller:forth, trying to chase the customer to provide me with more context.
Vit Muller:Right.
Vit Muller:So
Vit Muller:Jason Rule.: Exactly.
Vit Muller:Yep.
Vit Muller:So you can actually make it to where, yeah.
Vit Muller:So when a specific category is selected, you can show a specific form that is
Vit Muller:created right inside of the system here.
Vit Muller:so create the first form, you select the category, you go and you just make it.
Vit Muller:Vit Muller.: Required.
Vit Muller:Jason Rule.: the great thing about it's is, yeah, you can use the form not only
Vit Muller:on the support desk system, but you can drop the form because once you've created
Vit Muller:it, you can take, you can take the embed code and it even has styled CSS and
Vit Muller:you can make it look however you want.
Vit Muller:You can drop it on a website.
Vit Muller:So that means that you can use it for, your clients can use
Vit Muller:it, your sub-account clients can use it to support their clients.
Vit Muller:Vit Muller.: Right.
Vit Muller:Yeah.
Vit Muller:Well that's like a three tiers of, yeah.
Vit Muller:Jason Rule.: is.
Vit Muller:Vit Muller.: Okay, cool.
Vit Muller:So yeah, so what I would do there for my use case be I would make a
Vit Muller:required field to provide aloo video.
Vit Muller:I would add, a hyperlink to explain, you know, what loo video is.
Vit Muller:I always like to dumb it down, like just to cover all use cases, right?
Vit Muller:All the different user experience, levels.
Vit Muller:So I'll make that a required field.
Vit Muller:can you also add a text description field below it?
Vit Muller:Where you say, you know, if they dunno what loom, what the heck loom is, or
Vit Muller:if they don't have it, then it'll be like, click here if you don't have loom.
Vit Muller:loom is a simple screen sharing tool, things like that.
Vit Muller:Okay, cool.
Vit Muller:Jason Rule.: Mm-hmm.
Vit Muller:Yep.
Vit Muller:Long text, short text, additional context.
Vit Muller:Vit Muller.: yeah.
Vit Muller:Okay.
Vit Muller:Yeah.
Vit Muller:Sweet.
Vit Muller:Okay.
Vit Muller:Brilliant.
Vit Muller:Alright.
Vit Muller:where from here, hang on.
Vit Muller:So,
Vit Muller:Jason Rule.: We could, we could go on and on about
Vit Muller:Vit Muller.: we could, yeah.
Vit Muller:Jason Rule.: We just got through four.
Vit Muller:Vit Muller.: So last time when we met in Dallas, you told me
Vit Muller:about this mantra, this, you know, friction equals less velocity.
Vit Muller:How did that.
Vit Muller:Mindset evolve and how do you apply it when deciding what plugins to build next.
Vit Muller:Jason Rule.: well, how it evolved, I think I've always kind of thought that way.
Vit Muller:even though I learned things the hard way, often I learn them fast
Vit Muller:and I start, I always start every assumption, assuming that I'm wrong.
Vit Muller:So when I'm moving in a direction, I, one of the things I've been known to say is
Vit Muller:I try to step back and I'm always asking myself is, how would I kick my own ass?
Vit Muller:If I'm competing against me, what do I do?
Vit Muller:so that's how, that's where that term philosophy and friction is, is I'm always
Vit Muller:looking at what are my own constraints?
Vit Muller:What are my own bottlenecks?
Vit Muller:And because I see those as opportunities, because if I'm competing
Vit Muller:against myself, I hope they stay,
Vit Muller:Vit Muller.: Mm-hmm.
Vit Muller:Jason Rule.: because then that becomes motivation for me to remove them.
Vit Muller:'cause I'm really only competing against myself.
Vit Muller:now how we, how we choose to develop plugins, Vit I wish I could tell you.
Vit Muller:Because Pulse ai, like the example of that, that actually started a long
Vit Muller:time ago because about a year ago, well about a year and a half ago when AI
Vit Muller:really started to come on the waves, we intentionally stayed out of it because
Vit Muller:there's a lot of really great binds inside of it doing some cool stuff.
Vit Muller:So our goal is, our goal period is we are gonna be the preeminent developer
Vit Muller:inside of the ecosystem of high level.
Vit Muller:That's it.
Vit Muller:We have one goal.
Vit Muller:We wanna be the best of the best, the best.
Vit Muller:so we can't do that and go and become experts in ai.
Vit Muller:So, but what we can do is we can take the skill of being the best developer
Vit Muller:inside of the high level system.
Vit Muller:We can give those amazing brains inside of the, the AI space tools
Vit Muller:to enhance what they know and apply those inside of high level.
Vit Muller:so.
Vit Muller:The idea that I had about a year and a half ago was, it would be
Vit Muller:great if you could just simply take everything inside of the conversations
Vit Muller:column, because I mean, you take a business that's been inside of
Vit Muller:high level for a year, two years, three years, four years, five years.
Vit Muller:It sucks that you have to build a knowledge base.
Vit Muller:You shouldn't.
Vit Muller:It's all right there.
Vit Muller:Anything that should be said to a client has been said to a
Vit Muller:client inside of conversations,
Vit Muller:Vit Muller.: Right.
Vit Muller:All the nuance different back and forth.
Vit Muller:Yeah.
Vit Muller:Jason Rule.: Yeah.
Vit Muller:Yep.
Vit Muller:Everything's there.
Vit Muller:so I wanted to be able to pull that out and do something with it.
Vit Muller:what I didn't know, I just dropped the idea.
Vit Muller:Like, the most valuable part of a sub account, I believe wholeheartedly,
Vit Muller:the most valuable part of a business that's inside of high level for
Vit Muller:more than 24 months is with a doubt inside of the conversations
Vit Muller:Vit Muller.: Well, I'll tell you this, right?
Vit Muller:The perfect use case to me, and I've spoke to a customer a couple of months
Vit Muller:back, like he says, I'm really busy.
Vit Muller:I get, there's omnichannel inbox and I, I can go into the context
Vit Muller:and get full context of the conversations history and all the
Vit Muller:data is there and that's brilliant.
Vit Muller:But it requires us to be really proactively and like looking at stuff.
Vit Muller:And I wish the system was able to just tell me who do I need to follow up next?
Vit Muller:Jason Rule.: Right,
Vit Muller:Vit Muller.: I said to him, that's what pipelines are for.
Vit Muller:Just going look through your pipelines.
Vit Muller:yeah, I get it.
Vit Muller:Pipeline stages.
Vit Muller:I can see it there, but I can still see a multiple of contacts.
Vit Muller:I just wanted to just tell me like, here are five contacts you definitely
Vit Muller:need to reach out for today.
Vit Muller:Not based on what pipeline stage there are, but based on the actual.
Vit Muller:Hardcore data of, what's happening right now, what they clicked on,
Vit Muller:what they're conversating about, because the data is power, and
Vit Muller:yeah, that's what he was on about.
Vit Muller:And I'm like, Hmm, I don't think we've got something like that.
Vit Muller:So let me build you something.
Vit Muller:So what I did is I built like a, a workflow, which every time somebody,
Vit Muller:responds to an email or SMS, the AI sort of analyzes the sentiment.
Vit Muller:Plus, you know, takes in account any of the existing custom fields.
Vit Muller:And then based on that, it either sends the customer an
Vit Muller:email or doesn't select it.
Vit Muller:It's like a tiered escalation.
Vit Muller:Jason Rule.: Mm-hmm.
Vit Muller:Vit Muller.: So that's kinda like the, my workaround.
Vit Muller:But then, then I went to Dallas and then you showed me something, which gives
Vit Muller:you more like a, a dashboard almost.
Vit Muller:So I kind of like that.
Vit Muller:so yeah.
Vit Muller:What is this The the pulses AI
Vit Muller:Jason Rule.: Yeah.
Vit Muller:Pulse.
Vit Muller:Vit Muller.: because you do work with a lot of agency owners, what are like top
Vit Muller:three, two to three, like friction points.
Vit Muller:you constantly see that most agency like owners don't realize
Vit Muller:that are slowing them down.
Vit Muller:Jason Rule.: Onboarding.
Vit Muller:yeah, the onboarding, the customers getting onboarding,
Vit Muller:onboarding and attrition.
Vit Muller:Right.
Vit Muller:And drop off.
Vit Muller:So which is attrition.
Vit Muller:and stall, once.
Vit Muller:If you can remove friction in those early days, the client gets velocity.
Vit Muller:And once they get velocity, they have momentum and they're
Vit Muller:not likely to to drop off.
Vit Muller:It's just that simple.
Vit Muller:So it's a simple math problem of how do you remove that friction?
Vit Muller:How do you make the onboarding process step by step by step?
Vit Muller:Remove their confusion over on the left hand side, create a vi, a visual
Vit Muller:representation or automation based off of as they go through onboarding.
Vit Muller:Onboarding or onboarding is key.
Vit Muller:Um, support.
Vit Muller:How do they support clients?
Vit Muller:I think HL Pro Tools does an amazing job with that.
Vit Muller:I use them in one of our agencies.
Vit Muller:and the last one is tough because it's runs contrary to, to what we all know.
Vit Muller:Is that you learn the core system and keep on the core system.
Vit Muller:But I've talked to people that have been on stage three years ago and they used to
Vit Muller:look at my stuff, and he'd be like, and I, I actually had a conversation with him.
Vit Muller:he got very upset with me.
Vit Muller:but he said, I'm looking at your stuff.
Vit Muller:I get it.
Vit Muller:It's just my team.
Vit Muller:Like we're onboarding five new clients a day and my VAs, they're all set.
Vit Muller:They're just perfectly fine.
Vit Muller:And I just told 'em, I said, dude, you're a dinosaur.
Vit Muller:your success is going to, either it's going to decline or it's
Vit Muller:gonna just completely flatline.
Vit Muller:One of those two is because your constraints in terms of onboarding,
Vit Muller:yes, you are efficient, but once, evolution favors speed.
Vit Muller:So anybody that can move faster eventually just evolves up that food chain.
Vit Muller:Vit Muller.: Right.
Vit Muller:Jason Rule.: And I said, I don't understand.
Vit Muller:If you recognize you have inefficiencies and you have a simple way to solve
Vit Muller:them, why wouldn't you do that?
Vit Muller:Well, my word works well.
Vit Muller:So does the person that's doing carbon paper invoices when they're
Vit Muller:mowing lawns that way works too.
Vit Muller:But that doesn't mean that it's efficient.
Vit Muller:It works until it doesn't.
Vit Muller:And a problem put off just long enough eventually becomes an
Vit Muller:emergency and it usually isn't solved until it becomes an emergency.
Vit Muller:Vit Muller.: I've got a simple one to that.
Vit Muller:Can I just follow up on this?
Vit Muller:the argument is I've got my way and it works.
Vit Muller:Okay, you've got your own way and it works, but how much is it costing you
Vit Muller:money to fulfill on that way, right.
Vit Muller:And his way, he's got va so that's labor and he's got processes, right?
Vit Muller:When it comes to acquisition of new customers, the golden rule is whoever
Vit Muller:can afford to pay to spend more on acquiring a customer will always win.
Vit Muller:That's the most simple math of business.
Vit Muller:So if you can afford to pay a thousand dollars to pay that to generate
Vit Muller:a customer where your competitor, whether your competitor can only
Vit Muller:afford 500, you will always win.
Vit Muller:Now, how are you gonna be able to afford to spend more is by having more profitable
Vit Muller:pro, like more profitable business.
Vit Muller:How do you make your profitable business is being able to do things more
Vit Muller:efficiently, but also do things faster?
Vit Muller:'cause faster means, a better experience for the customers.
Vit Muller:Jason Rule.: right.
Vit Muller:Vit Muller.: that's what it, that's what it comes down to.
Vit Muller:Jason Rule.: Yeah.
Vit Muller:where it's counterintuitive because when you reach a certain point, you get
Vit Muller:people, some people get comfortable, like our systems are grease skids.
Vit Muller:Now there's always a way to do something better.
Vit Muller:Always assume you're wrong.
Vit Muller:So as high level comes out with some of these tools, you don't
Vit Muller:necessarily have to implement them.
Vit Muller:But one of the problems I see is a lot of agencies just aren't simply learning them.
Vit Muller:Then asking, okay, what, because one, once you have an agency that's
Vit Muller:doing a certain thing, an update isn't necessarily a linear growth.
Vit Muller:It may not even be a multiplier, it could be a geometric multiplier in terms of, or
Vit Muller:geometric lever in terms of, Hey, if you, if you adopt this one thing, learn it.
Vit Muller:Learn it.
Vit Muller:Yeah.
Vit Muller:No, it doesn't really fit.
Vit Muller:But if it becomes a geometric lever that you can deploy and then it works
Vit Muller:and makes everything within your system either better or more profitable for
Vit Muller:you, ideally for your client, which then it becomes more profitable for you.
Vit Muller:So the, the third one that I said is that, that I feel like is the, is
Vit Muller:some agencies just aren't learning.
Vit Muller:They're just turning away from the new shiny object.
Vit Muller:They don't, they don't have to go and bring it into the ballpark, but
Vit Muller:I think they should go learn it.
Vit Muller:Vit Muller.: I mean, it's a software.
Vit Muller:If you're selling a software, you need to understand your product.
Vit Muller:That's a plain simple.
Vit Muller:there's a leverage in that.
Vit Muller:one of the ways we've started to do about six months ago realize, there's so many
Vit Muller:features and you can't sell features.
Vit Muller:You gotta sell the benefits.
Vit Muller:there's adoption and more, more I can get the customer
Vit Muller:use more features, more sticky.
Vit Muller:It's gonna be better results.
Vit Muller:They're gonna be bigger raving fans.
Vit Muller:They're gonna become, 'cause they really they don't really get
Vit Muller:the full power of it until like later on, once they eradicate it.
Vit Muller:So one thing we've started What we wanna do, which is speed of adoption.
Vit Muller:And I, and the simplest idea, I was like, well, let's just
Vit Muller:start doing a weekly webinars.
Vit Muller:But instead of calling them webinars, let's call them workshops.
Vit Muller:'cause workshops kind of sound like a higher value.
Vit Muller:Do them interactive, do them where they have to come along
Vit Muller:and actually build something.
Vit Muller:And basically unpack all the different features that high
Vit Muller:level has, pair them into the core underlying category of marketing.
Vit Muller:Let's say, what people know about, like advertising or email marketing
Vit Muller:or, or even more results oriented categories like lead generation.
Vit Muller:So if you think about lead generation, you've got, okay, feature forms,
Vit Muller:feature funnels feature this.
Vit Muller:So how do we pair it to a feature?
Vit Muller:How do we then title the workshop?
Vit Muller:so it's titled about the outcome, what it does, then deliver it.
Vit Muller:So then people come along and we talk about the strategy.
Vit Muller:How lead generation works.
Vit Muller:Then pair it with the solution, which is the feature.
Vit Muller:And then the third part of the workshop is show them how they can do it themselves.
Vit Muller:And then at the end have an upsell to say well, look, if if at this point you
Vit Muller:cannot get it, but you just can't be, have to do it, you can, you can buy one
Vit Muller:of our a la services and then the best.
Vit Muller:And then on top of it is how do we do this so that we can maximize
Vit Muller:the time here because I want to use it to educate our customers, but
Vit Muller:I also wanna generate new leads.
Vit Muller:So we've actually started to do it in a way where it's attractive for both a
Vit Muller:audiences, because the strategy piece at the beginning is kind of system agnostic.
Vit Muller:These are like, we're trying to make it so it's, it doesn't matter what you use as
Vit Muller:a platform, whether you, us or not, this strategy is valuable to just think about
Vit Muller:in your business how you implement it.
Vit Muller:You know, obviously in some nuances with what software you use.
Vit Muller:It'll still be very valuable.
Vit Muller:So that's kind of how we engineered it that way.
Vit Muller:So we can advertise it as a free workshop for business owners.
Vit Muller:They come along if they're a customer.
Vit Muller:If they're a customer, they learn strategy too.
Vit Muller:They get value.
Vit Muller:If they're a customer, they learn how to do it themselves.
Vit Muller:If they're not a customer, now we're selling them, we're showing them
Vit Muller:a demo of the, of the capability.
Vit Muller:yeah, so that's what we started to do, the, the workshops and, time will tell.
Vit Muller:I mean, it's very, very high effort because we literally do every single week
Vit Muller:a different new workshop as opposed to like, what, and Andy Audate, he's a master
Vit Muller:at selling SaaS to webinars, but I think he's got like a, the core webinar and
Vit Muller:then he just says, repeat it every month.
Vit Muller:I haven't done that.
Vit Muller:So anyway, that aside, when I was at Level Up in October last
Vit Muller:year, we know we catch up.
Vit Muller:You were one of the, sponsors there, and you were showing me that new
Vit Muller:tool, which just kind of alleviated to, to, you call it The Pulse AI
Vit Muller:Jason Rule.: right,
Vit Muller:Vit Muller.: From my understanding, it's a tool that basically does what
Vit Muller:we talked earlier where it's like a brain that understand what's happening
Vit Muller:within the CRM and it gives you context and it gives you, and it, and
Vit Muller:it surfaces the key opportunities, sells opportunities to the top.
Vit Muller:And it's like data pair with ai.
Vit Muller:The AI is the intelligent thing that kind of dissects it and and
Vit Muller:you know, picks it up from there for you so that you can just look at it.
Vit Muller:And when you wake up and it just sits there on a silver platter and
Vit Muller:it tells you, hey, he is somebody that you should definitely like into
Vit Muller:and you probably be able to close.
Vit Muller:Am I right?
Vit Muller:Jason Rule.: I think, yeah.
Vit Muller:Yeah.
Vit Muller:You nailed it.
Vit Muller:So the only thing that I'll add to that is, especially for our listeners,
Vit Muller:is because when your listeners are hearing it brings up what you want.
Vit Muller:You have to remember, this is for your clients.
Vit Muller:you can use it in your agency because it's very powerful.
Vit Muller:But your clients want to know what's going on in my business?
Vit Muller:Where's my leaky funnels, right?
Vit Muller:what are my salespeople doing?
Vit Muller:What are content ideas?
Vit Muller:Who's likely to churn?
Vit Muller:So imagine imagining an executive assistant that you can deploy to all of
Vit Muller:your businesses, all of your sub accounts.
Vit Muller:And daily they get a report whenever they want it, they can open it up and
Vit Muller:they can say, this is my business at a glance, here's everything that I want to
Vit Muller:know, because every KPI are different.
Vit Muller:They're all different.
Vit Muller:They need to know different things.
Vit Muller:They wanna pay attention to different things.
Vit Muller:So that's where we took that concept and then melded it with the most valuable
Vit Muller:part of a sub-account is actually in the conversations column, because that's
Vit Muller:where our clients are giving us signals.
Vit Muller:Well, any business is giving the business owner and their staff
Vit Muller:signals on what their intent is and where they're likely to go.
Vit Muller:So yeah.
Vit Muller:I'll share my screen real quick.
Vit Muller:Vit Muller.: Two way conversations.
Vit Muller:They're so important.
Vit Muller:This is always should be the game.
Vit Muller:the focus of any, like lead nurturing is to start like a, have a follow
Vit Muller:up that opens that conversation.
Vit Muller:It's a chat starter once you start getting responses from somebody.
Vit Muller:you are way closer to, to closing the data.
Vit Muller:'cause if they're responding, if they're giving you input or output, you
Vit Muller:can start to read between the lines.
Vit Muller:You get context.
Vit Muller:And that's the, that's always say to all our customers.
Vit Muller:look, we've got this amazing platform, AI automations, we can do hack out of it.
Vit Muller:it's awesome.
Vit Muller:But at the end of the day, you still need to manage it as a CRM.
Vit Muller:That's your business.
Vit Muller:You need to operate as a regular salesperson and go in there and look at
Vit Muller:those conversations and who you've spoken to and what do they say that maybe they
Vit Muller:now is not a good time, but in three months will, did you make a note on file?
Vit Muller:Like you need to, you need to run it.
Vit Muller:Jason Rule.: Yep.
Vit Muller:Exactly.
Vit Muller:So this, once you install this from the app marketplace,
Vit Muller:just do a search for Pulse ai.
Vit Muller:It's got a seven day free trial.
Vit Muller:You, you put in your an open AI key and then you let it sit there
Vit Muller:and consume all of the content.
Vit Muller:It can take anywhere between two hours.
Vit Muller:I've seen it take overnight for a sub-account that was four years
Vit Muller:old and they were averaging close to a thousand messages per day.
Vit Muller:but what happens is, is once you're done, it creates, you can
Vit Muller:see the view of this week, last month, any timeframe that you want.
Vit Muller:And this is just a real quick glimpse of making sure that the
Vit Muller:dashboard itself is what's going on.
Vit Muller:This, this right here, we actually made this for, 'cause,
Vit Muller:Rob Bailey is a dear friend.
Vit Muller:he's always talking about speed to lead.
Vit Muller:Well, speed to lead isn't actually something you can
Vit Muller:measure inside of high level.
Vit Muller:How
Vit Muller:Vit Muller.: brilliant.
Vit Muller:Jason Rule.: does the right, how fast does the, does your client, the business
Vit Muller:get in contact with their clients?
Vit Muller:If you're bringing in leads and it's taking 'em 12 hours, or in this
Vit Muller:case even three hours, which this is measuring it, you know, it's Sunday here.
Vit Muller:So it doesn't surprise me that we're a little bit slower 'cause we, we have 24
Vit Muller:7 support, but at the same time we're a little bit limited on the weekend.
Vit Muller:so it shows the number of messages this week, new contacts, everything else.
Vit Muller:And it takes us, on average, three hours to get back to a new lead.
Vit Muller:so working through this contacts, this is gonna show the contacts
Vit Muller:here and it shows lots of things like sentiment, for example.
Vit Muller:Now, let's say for example, I want to go down here and if I wanna see what's
Vit Muller:going on with sheriffs, I can look at it and it'll give an overall sentiment,
Vit Muller:Vit Muller.: Oh, wow.
Vit Muller:Yeah.
Vit Muller:Okay.
Vit Muller:Jason Rule.: see what's going on,
Vit Muller:Vit Muller.: guys, if you listen again, if you're not seeing visuals,
Vit Muller:uh, head over to our YouTube channel.
Vit Muller:But I'm gonna, I'm gonna try and add some commentary here.
Vit Muller:So, what Jason's showing me is a list of contacts we're
Vit Muller:on a particular contact card.
Vit Muller:He we're seeing in a sentiment.
Vit Muller:So it's two and a half out of 10, so it's like negative.
Vit Muller:So it's like.
Vit Muller:What is it saying?
Vit Muller:so and so has declined a scheduled meeting indicating a potential loss
Vit Muller:of interest or a change in priorities.
Vit Muller:So that's telling you that it's either maybe not worth following up because
Vit Muller:it's like you the follow with, with prioritizing who, the follow up, you
Vit Muller:should always be following up with the people who are most likely, right.
Vit Muller:So then you might wanna put that, that would mean that you wanna put this guy
Vit Muller:on, like further down, down the list.
Vit Muller:'cause maybe just rely on automations at this point.
Vit Muller:but then, yeah, what else we got?
Vit Muller:So, best time to con It gives you
Vit Muller:Jason Rule.: All right.
Vit Muller:So
Vit Muller:Vit Muller.: How does it pick it up
Vit Muller:Jason Rule.: yeah.
Vit Muller:Best time to contact.
Vit Muller:Yeah.
Vit Muller:When he's likely to respond.
Vit Muller:So let's go, let's go take a look.
Vit Muller:I don't know if you ever messaged, so let's look up.
Vit Muller:Vit Muller.
Vit Muller:There we go.
Vit Muller:Which one?
Vit Muller:You don't have a sentiment, so you haven't responded very
Vit Muller:often, but let's take a look.
Vit Muller:No data.
Vit Muller:So you're neutral.
Vit Muller:That's what that means.
Vit Muller:So if we go over here, let's go find somebody that's got
Vit Muller:a, a, a midline sentiment.
Vit Muller:Vit Muller.: Yep.
Vit Muller:Jason Rule.: Let's go down here.
Vit Muller:Let's go to three for example.
Vit Muller:There we go.
Vit Muller:For Sarah Young.
Vit Muller:Vit Muller.: All right.
Vit Muller:Jason Rule.: So we have our average response time over here on the right.
Vit Muller:She sent, we've sent a total of 26 messages.
Vit Muller:Our response rate is a hundred percent.
Vit Muller:Our average response rate is three minutes.
Vit Muller:Uh, the first time it took us 24 hours.
Vit Muller:Completely unacceptable.
Vit Muller:Best time to contact is this is the best time to contact 1:00 PM her time.
Vit Muller:And that's based off of, that's the one time she sent.
Vit Muller:So if she would've, if she now 26 messages, obviously
Vit Muller:that's a lot of our outgoing.
Vit Muller:The one that she sent was at this time, if she would've sent 10, it
Vit Muller:would've created the aggregate and it still would've created what's
Vit Muller:the best time to respond on day.
Vit Muller:Vit Muller.: Because it averages it out.
Vit Muller:Jason Rule.: Yep, exactly.
Vit Muller:Vit Muller.: and then this AI analysis, this is the most impressive.
Vit Muller:Okay, so what are we seeing here?
Vit Muller:Jason Rule.: Sarah Young is a current client of GHL plugins,
Vit Muller:her, her business, uh, managing her business through the platform.
Vit Muller:She has been engaged with the service since August, 2025.
Vit Muller:Sarah's trying to access her account, but is facing login issues, which
Vit Muller:is preventing her from using the purchase services effectively.
Vit Muller:Sarah's currently a client who recently made a purchase, but is
Vit Muller:experiencing technical issues.
Vit Muller:So it gives, who they are, what they want, what the relationship status
Vit Muller:is, what are the key insights, what are the risk and opportunities,
Vit Muller:so the risk and opportunities.
Vit Muller:There's a risk of churn if the login issue is not resolved promptly.
Vit Muller:Now, a lot of us would probably look at this and be like, duh.
Vit Muller:Yeah.
Vit Muller:We know that because we know our business inside and out, but being
Vit Muller:able to have everything at a glance.
Vit Muller:So let's say for example, if we go over here and if we take a look at Sarah,
Vit Muller:if we go to actually her contact, see if it's gonna search it up.
Vit Muller:That's one other thing that's really wild about this.
Vit Muller:Uh, it's high level sometimes that way.
Vit Muller:so we also put a, on the contact itself, we put a sentiment
Vit Muller:analysis for every contact.
Vit Muller:Uh, and I'll show you that here in just a second, because Pulse lives not only
Vit Muller:inside of the custom menu link, but it also lives on the contact record itself.
Vit Muller:Vit Muller.: As a custom
Vit Muller:Jason Rule.: call analytics.
Vit Muller:Oh no.
Vit Muller:Nope.
Vit Muller:here, I'll just show you.
Vit Muller:So I'll, I'll go show this.
Vit Muller:So let's take a look at, um, let's take a look at somebody
Vit Muller:that's been in here for a while,
Vit Muller:Vit Muller.: here we go.
Vit Muller:All right.
Vit Muller:So we've got neutral sentiment right there.
Vit Muller:Who they are.
Vit Muller:Okay, cool.
Vit Muller:So yeah, I like that.
Vit Muller:the ui.
Vit Muller:Yeah.
Vit Muller:Brilliant opportunities.
Vit Muller:Jason Rule.: So that means that the, that.
Vit Muller:The users in order to be able to get the contact sentiment.
Vit Muller:They don't have to go to Pulse, they can do it directly right here.
Vit Muller:When they're looking at, conversa or on the conversations column, they can pull
Vit Muller:up the AI analysis, get the breakdown.
Vit Muller:Then of course then they can go read the emails to make sure that the
Vit Muller:contacts meets it, and then they can respond to that accordingly.
Vit Muller:Vit Muller.: So how often does this update, and where is the data
Vit Muller:coming from in order to generate?
Vit Muller:Is it purely based on conversational history or is it also taking
Vit Muller:into account custom fields Data.
Vit Muller:Jason Rule.: so it is coming from the conversations call and we're
Vit Muller:currently updating it to where we're gonna be pulling in notes also.
Vit Muller:Uh, but really right now that's, that's all we've found we've needed to do.
Vit Muller:what you can do, what you're asking about, about Smart List.
Vit Muller:So I'm gonna get down here first.
Vit Muller:So let's do I, I'll get back to your point about Smart List.
Vit Muller:So let's take a look at calls, right?
Vit Muller:So.
Vit Muller:For example, we score based off of quality of calls for customer service.
Vit Muller:When people are having an issue, how do we solve it?
Vit Muller:Now these are all D's and F's, our overall average is an F, but the
Vit Muller:reason is is 'cause the AI doesn't recognize that, the call didn't happen.
Vit Muller:Like somebody calls it will grade it a D or an F. So if I take a look at a
Vit Muller:call that actually took place, and if I go to view details, I can view here the
Vit Muller:entire transcript of the call as well as what the outcome of the call was.
Vit Muller:Call summary.
Vit Muller:So there was a call where a customer reach out to Jason, the agent to
Vit Muller:inquire about a feature in their app related to coupon generation.
Vit Muller:Uh, the customer was specifically trying to figure out if they could create a
Vit Muller:single use coupon, so on and so forth.
Vit Muller:So it takes the call transcript and then it creates a summary to tell
Vit Muller:me exactly what was happening since, since we're transcribing the call, then
Vit Muller:this lives inside of the conversation column and we're able to generate
Vit Muller:AI sentiment based off of that.
Vit Muller:Vit Muller.: That's brilliant.
Vit Muller:Jason Rule.: This is the dashboard that you're asking about.
Vit Muller:Takes just a second to load.
Vit Muller:Assuming there's enough conversations.
Vit Muller:Usually on the weekend there's not.
Vit Muller:So I'm gonna go, I'm gonna select a different day.
Vit Muller:Go back to a day to where there is enough context.
Vit Muller:There we go.
Vit Muller:the executive, somebody for December 10th, 274 messages.
Vit Muller:We've got one negative one needs attention, key insights.
Vit Muller:Leah experienced negative interaction due to a missed appointment.
Vit Muller:They're frustrated.
Vit Muller:We shouldn't be missing appointments.
Vit Muller:So as a business owner, I can take a look at this daily pulse and
Vit Muller:it tells me exactly, what I need to do and who I need to focus on.
Vit Muller:And each one of these are custom mini links or links to where it links to the
Vit Muller:contact so I can go take action on it.
Vit Muller:action items, critical issues without resolution or with
Vit Muller:resolution attempt, reads it all out.
Vit Muller:Now this right here.
Vit Muller:These.
Vit Muller:So this is the ai, all of this is completely adjustable based
Vit Muller:off the prompts that you put in.
Vit Muller:these are called custom metrics right here.
Vit Muller:So needing a VA hot lead, opportunities with no task.
Vit Muller:JC Hite actually said, you know, it'd be very cool.
Vit Muller:So I'll show you the prompt here that I did.
Vit Muller:So if we go to custom metrics opportunities with no task, the prompt
Vit Muller:is this, review these interactions and show me the leads who are not
Vit Muller:being nurtured on a weekly basis.
Vit Muller:It's that.
Vit Muller:So if we go back and we take a look at that daily polls
Vit Muller:and we go back to the 10th,
Vit Muller:was it the 10th
Vit Muller:Vit Muller.: Is it only doing based on a particular date?
Vit Muller:Can you do it based on date range as well?
Vit Muller:Jason Rule.: you can, so not for the AI summary, because it
Vit Muller:would be too, too big to run.
Vit Muller:You can do it here.
Vit Muller:So let's go to opportunities with no tasks, meaning the people that
Vit Muller:haven't been followed up properly.
Vit Muller:I can see here if I wanna go fishing for who has not been followed up
Vit Muller:properly, this is an easy net to use,
Vit Muller:Vit Muller.: Yeah.
Vit Muller:Nice.
Vit Muller:Jason Rule.: take a look at it.
Vit Muller:Yep.
Vit Muller:Vit Muller.: Yeah.
Vit Muller:That's brilliant.
Vit Muller:Jason Rule.: So those are called custom metrics.
Vit Muller:Yeah.
Vit Muller:But the Daily Pulse is just meant to be a dashboard of who's slipping
Vit Muller:through the cracks, whether they're not being served properly
Vit Muller:Vit Muller.: so this is, you call it daily plus, I would call this, I would call
Vit Muller:this the, the silver platter thing thing.
Vit Muller:'cause that's what it really is.
Vit Muller:You can see, okay.
Vit Muller:One positive sentiment, one negative, and, and straightaway
Vit Muller:you can, and you can scroll down here and get to the actual air.
Vit Muller:So, oh, okay.
Vit Muller:Hang on, hang on, hang on.
Vit Muller:So go back.
Vit Muller:So at a very top already Now further up.
Vit Muller:Yeah.
Vit Muller:So we got executive summary and it says this is cool.
Vit Muller:So guys listen to this.
Vit Muller:So it goes, the AI generates executive summary for the day and it says the
Vit Muller:overall sentiment for today is neutral with a mix of positive interest with
Vit Muller:from a potential buyer or negative experiences from her existing contact Lee.
Vit Muller:Lee expressed dissatisfaction due to a missed appointment.
Vit Muller:While Charles is facing ongoing technical issues, immediate action
Vit Muller:required to address these concerns.
Vit Muller:So it literally tells you specific contacts.
Vit Muller:Now they're hyperlinked, so you can click into the contact record
Vit Muller:and do what you need to do.
Vit Muller:And if you didn't have this, the only way you'd know is if you're like super
Vit Muller:diligent and you're monitoring every single contact in your CRM on daily basis,
Vit Muller:which is humanly impossible unless maybe you've got a sales team where you allocate
Vit Muller:10 contacts per sales reps, in which case that's not scalable and very costly.
Vit Muller:So this is great.
Vit Muller:I love it.
Vit Muller:Jason Rule.: Thank you.
Vit Muller:And the problem with even having sales reps. Sales reps are great, but
Vit Muller:at a glance, unless you're gonna go through and read every text message
Vit Muller:and listen to every transcript, or read every transcript of every call,
Vit Muller:you don't have a dashboard of what's happening inside of your business.
Vit Muller:It's all constrained right there inside of conversations.
Vit Muller:So by being able to take the conversations and run AI against them based off of what
Vit Muller:the business is trying to accomplish.
Vit Muller:It's a game changer.
Vit Muller:And I did tell, I did tell you earlier that the easiest way that I said to sell
Vit Muller:this is as an agency, if you go to the app marketplace, it is $30 per sub account.
Vit Muller:But since it's inside the app marketplace, you can, it's a Resellable item.
Vit Muller:So most agencies are selling this at $97.
Vit Muller:Here's how to, here's how to make an extra $60 per sub account.
Vit Muller:Go install it to 10, go install it to a hundred.
Vit Muller:It doesn't matter.
Vit Muller:Just install it.
Vit Muller:Add the open AI key, and then let it cook overnight.
Vit Muller:Tomorrow morning, send an email to all of your clients and say, Hey, Vit, good news.
Vit Muller:We actually developed an AI powered dashboard.
Vit Muller:It's gonna go and it's gonna read every email, every transcript, and every text
Vit Muller:message you and your team are sending, and it's gonna deliver on a silver platter.
Vit Muller:Love that phrase.
Vit Muller:It's gonna deliver on a silver platter, everything you want to
Vit Muller:know daily about your business.
Vit Muller:Now I'm gonna set it up as a free trial.
Vit Muller:If you decide to keep it, it's only a hundred dollars per month.
Vit Muller:I'll, I'll reach out here in a few days to see what you look, to see what your
Vit Muller:thought are, take a look at it, and then use it over the next couple days,
Vit Muller:and hopefully it brings you some value.
Vit Muller:If not, I'll remove it from your account.
Vit Muller:No problem at all.
Vit Muller:Vit Muller.: This is great.
Vit Muller:Now the only question with that I had, you mentioned the API key,
Vit Muller:so the tokens obviously, that's the thing that I'm thinking right
Vit Muller:away is like there's a lot of data.
Vit Muller:What's the cost here?
Vit Muller:How much tokens is this chewing up and can I resell?
Vit Muller:can I plug in my customer's API or can I resell the API tokens?
Vit Muller:Jason Rule.: Yeah.
Vit Muller:So you can't resell API tokens to my knowledge.
Vit Muller:you can use the customer's API tokens if you want.
Vit Muller:Now your question of how much does it cost, like, so we have, I
Vit Muller:don't know, 200, I don't remember, 273 and that's about right.
Vit Muller:200, 200, 300 messages a day going through the GHL plugin sub account.
Vit Muller:That cost, that cost us about anywhere between 20 cents to 25 cents a day.
Vit Muller:It's minimal.
Vit Muller:now the first download,
Vit Muller:Vit Muller.: What do you call per message?
Vit Muller:Jason Rule.: is three years old.
Vit Muller:Vit Muller.: The O
Vit Muller:Jason Rule.: That was just, that was just per day.
Vit Muller:Vit Muller.: To to, to what?
Vit Muller:What is that?
Vit Muller:Is that per contact or per the whole account?
Vit Muller:To like run the API.
Vit Muller:Sorry, I'm not
Vit Muller:Jason Rule.: Yeah.
Vit Muller:So, no, that's okay.
Vit Muller:so GHL plugins being a sub account, I have a, I have an API key or an
Vit Muller:open ai, key, and that only costs about 20 to 25 cents per day.
Vit Muller:So me as the agency, that's what you're gonna have to eat if you install this
Vit Muller:and if you use your own open AI key.
Vit Muller:Vit Muller.: And that's for per sub account?
Vit Muller:Sorry, what?
Vit Muller:What, what do you mean per day?
Vit Muller:is that?
Vit Muller:What is that?
Vit Muller:Jason Rule.: Hmm.
Vit Muller:Well, so when you're in open AI and you're looking at usage, you, it's,
Vit Muller:it has your usage day over day.
Vit Muller:Some days it's 5 cents, some, some days it's 30 cents, but on an
Vit Muller:Vit Muller.: sorry, what I'm trying to say?
Vit Muller:What's the usage
Vit Muller:Jason Rule.: okay.
Vit Muller:Vit Muller.: what's the
Vit Muller:Jason Rule.: Oh, because it has to download, it has to
Vit Muller:download and absorb all of those conversations from the last time.
Vit Muller:It started to the next time it started, and then it runs the prompts like
Vit Muller:the daily, the, the daily pulse.
Vit Muller:It's running the prompts and the custom metrics against those new as, and
Vit Muller:then adding it to the knowledge base.
Vit Muller:Vit Muller.: and it does it across the whole subaccount, across
Vit Muller:all the contacts in one dump.
Vit Muller:And the AI can,
Vit Muller:Jason Rule.: Yeah, exactly.
Vit Muller:Vit Muller.: can figure out which contacts it pertains to, because
Vit Muller:it's all different IDs, I guess.
Vit Muller:Contact IDs, right?
Vit Muller:Jason Rule.: Yeah.
Vit Muller:Vit Muller.: So that's for one sub account.
Vit Muller:say for my agency subaccount, like 30 cents per day.
Vit Muller:So if I, if I sell this to a hundred of my customers a hundred sub
Vit Muller:accounts, I give them a 14 day trial.
Vit Muller:I have to think about 30 cents per day per sub account.
Vit Muller:right.
Vit Muller:That's how to think about it.
Vit Muller:But it's kinda like flat.
Vit Muller:It doesn't really go above that.
Vit Muller:Or that's the average based off a
Vit Muller:Jason Rule.: no.
Vit Muller:Vit Muller.: contacts.
Vit Muller:Jason Rule.: So depending on the size of the sub accounts,
Vit Muller:Vit Muller.: Size of the how, how big is
Vit Muller:Jason Rule.: one guy.
Vit Muller:Yeah.
Vit Muller:Yep.
Vit Muller:How big is list?
Vit Muller:How active is it?
Vit Muller:And that's the reason you wanna mark it up.
Vit Muller:And, and to be clear, there's a seven day trial and an agency's
Vit Muller:cost is $30 per sub account.
Vit Muller:So it's the first download because it, that's the reason it takes a long time.
Vit Muller:'cause it has to absorb all of those conversations and all of those contacts,
Vit Muller:that first download will cost about $20.
Vit Muller:If you're looking at about, I can't remember, 12 to 15,000,
Vit Muller:contacts inside of plugins.
Vit Muller:That's about what it cost the very first time I installed it.
Vit Muller:Vit Muller.: yeah.
Vit Muller:So that, I mean, this is important information, right?
Vit Muller:'cause you can't just think, oh, it's free for me, free for my clients for 14 days.
Vit Muller:No, it's free for your clients for 14 days.
Vit Muller:You're gonna pay, but it's a cost of acquisition.
Vit Muller:And if you, if, if the, I mean, the way I would do it, just.
Vit Muller:Being on the safe side, right?
Vit Muller:'cause I'm always like skeptic first until I'm true believer.
Vit Muller:I would look at my customer base and maybe just pick, small subset,
Vit Muller:run it for a small subset first and see what the conversion's, what the
Vit Muller:feedback's like, how well they're adopt, how they, how quickly they get it.
Vit Muller:'cause that gives you kind of an understanding how, how safe this is gonna
Vit Muller:be to roll it out to, to the rest of it.
Vit Muller:safe in terms of, yeah.
Vit Muller:Conversion, right?
Vit Muller:'cause you wanna make profit on it.
Vit Muller:You wanna make sure that they can turn into that 99 and from that 99
Vit Muller:bucks if you making 60 bucks and you know that maybe, so what did you say?
Vit Muller:30 cents a day?
Vit Muller:What is that?
Vit Muller:Like 3,
Vit Muller:Jason Rule.: About $9 a month.
Vit Muller:Vit Muller.: Yeah, there you go.
Vit Muller:So you still make 50 bucks profit roughly per sub account?
Vit Muller:Yeah.
Vit Muller:Easy.
Vit Muller:It's a no brainer.
Vit Muller:So now even, because originally I was like, well, I'm
Vit Muller:already charging this much.
Vit Muller:I could upsell or I could just add it as another, another perk and then
Vit Muller:just chew into my profits a little bit, but make myself more competitive.
Vit Muller:there's different ways to, approach this, right?
Vit Muller:Jason Rule.: Yeah.
Vit Muller:I think one of the, it, I think it solves another problem inside of that,
Vit Muller:that businesses have inside of high level is, well, I have all of this
Vit Muller:information that's just overwhelming.
Vit Muller:Vit Muller.: Yeah.
Vit Muller:Jason Rule.: Yeah.
Vit Muller:So that's why we made polls, and a business, any business that's got a
Vit Muller:good volume of conversations going inside of there, once they see it, yeah.
Vit Muller:it's not very common for them to say, ah, I don't find that valuable.
Vit Muller:Vit Muller.: Brilliant.
Vit Muller:Jason Rule.: Even those, even though the, those ones that read those conversations
Vit Muller:'cause it co often, like anybody else, I go through and I'll look at conversations,
Vit Muller:I'll see how's our team doing?
Vit Muller:I don't have to do that anymore.
Vit Muller:And that's a, that's a lifesaver.
Vit Muller:Vit Muller.: Oh yeah, you're seven T hips.
Vit Muller:I mean like any tool, this gives you, it makes it easier.
Vit Muller:I, I think with all of this stuff, you can't fully delegate your brain to ai.
Vit Muller:You should still use it as, this is a shortcut.
Vit Muller:but still for context, maybe you want, might wanna still go into the contact
Vit Muller:and just, but still it saves you time.
Vit Muller:So, yeah, it's great product.
Vit Muller:Jason, mate, we're onto breaking record here.
Vit Muller:I think we're one of the old longest episodes here.
Vit Muller:Not, not that I, I don't mind it.
Vit Muller:You know, we, we dive into a lot of good stuff here.
Vit Muller:but I think we're gonna wrap it up.
Vit Muller:Jason Rule.: right on man.
Vit Muller:Vit Muller.: I think we're gonna wrap it up
Vit Muller:Jason Rule.: I appreciate you having me on.
Vit Muller:Vit Muller.: time is precious and, and there's definitely more to talk about.
Vit Muller:So we're just gonna do another episode.
Vit Muller:How about that?
Vit Muller:Jason Rule.: Cool,
Vit Muller:Vit Muller.: Now?
Vit Muller:Jason Rule.: go over the other 12 plugins.
Vit Muller:Vit Muller.: yeah, absolutely.
Vit Muller:So just wanted to say thank you for what you and Ezekiel
Vit Muller:are doing for the community.
Vit Muller:I'm impressed this new product, I, again, I, you were showing it to me in Dallas,
Vit Muller:but I didn't fully get it 'cause I was like overwhelmed with all the other cool,
Vit Muller:cool stuff that was happening there.
Vit Muller:But I think it's definitely a great product.
Vit Muller:Now I've got an even better understanding, so I'm gonna have a crack at it.
Vit Muller:we talked about the custom values, those other three products that you've got.
Vit Muller:I'm a fan.
Vit Muller:I'm, I'm a user.
Vit Muller:I'm also an affiliate guys, so full disclosure.
Vit Muller:so if you guys are interested in learning more about ghl plugins, head over to
Vit Muller:highlevelexperience.com/ghlplugins
Vit Muller:and you can learn more about.
Vit Muller:GHL plugins by the product.
Vit Muller:I'm going to throw in some free lead magnets.
Vit Muller:a couple of cool little things that might help you guys out as well.
Vit Muller:and then below the fold as well, make sure you check out our sponsors.
Vit Muller:They've got some amazing offers as well.
Vit Muller:So that's highlevelexperience.com/ghlplugins.
Vit Muller:Jason, just to wrap it up, we always like to end on a strategy piece,
Vit Muller:like a piece of advice that you'd like to pass on to the listeners.
Vit Muller:We've already covered a bunch of stuff, but this is like the moment,
Vit Muller:you know, like you've got a minute.
Vit Muller:Would it be like something that you wanna pass on?
Vit Muller:I.
Vit Muller:Jason Rule.: It's not so much a strategy about business, but just about life.
Vit Muller:You know, my wife and I, we've been together for 31, almost 32 years.
Vit Muller:we've got four amazing kids and, this version of yourself in this
Vit Muller:business may not be the version that you will be in five in 10 years.
Vit Muller:I can tell you that just 'cause I've gone through different versions of myself.
Vit Muller:But take what you're doing now and learn as much as you can and be okay with
Vit Muller:what you think or what you're doing may not be the best way to be doing it.
Vit Muller:but what you do and the time that you spend with your family and
Vit Muller:your wife, that pays a lot more dividends than business itself.
Vit Muller:So do business optimally.
Vit Muller:Find ways to do it efficiently and then spend as much time as you can
Vit Muller:with your family and your loved ones.
Vit Muller:And yeah, that's, that's gonna be the theme for 2026.
Vit Muller:Vit Muller.: I love it.
Vit Muller:Yeah, that's something.
Vit Muller:yeah, realizing more and more I've been working a lot.
Vit Muller:something I wanna change, so that's a good reminder.
Vit Muller:Thank you mate.
Vit Muller:Jason Rule.: Thank you.
Vit Muller:Alright, sounds good.
Vit Muller:Thank you.
Vit Muller:Vit Muller.: Thanks guys as well.
Vit Muller:Thank you for listening to today's episode on High Level Experience Podcast.
Vit Muller:If you've enjoyed today's episode and please share it with your fellow agency
Vit Muller:mates and other high levelers that you think would also benefit from listening.
Vit Muller:For show notes, links and extra tips to help grow your agency with your
Vit Muller:SaaS or high level, please go to highlevelexperience.com thank you and
Vit Muller:have a great rest of your day, everybody.
