GoHighLevel Walkthrough (Imperium Academy)

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Introduction 🚀
Welcome to the GoHighLevel Walkthrough, your step-by-step guide to mastering one of the most
powerful tools for building and automating your marketing, sales, and client management systems.

GoHighLevel helps you:

🌐 Build funnels and websites

💬 Automate SMS and email follow-ups
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📊 Manage leads, pipelines, and appointments

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🔁 Streamline everything in one dashboard

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👥 Manage Multiple Clients

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1. Understanding GoHighLevel

GoHighLevel (GHL) is an all-in-one CRM and marketing automation platform designed for agencies,
entrepreneurs, and local businesses.

It replaces tools like:

●​ ClickFunnels (funnels & websites)

●​ ActiveCampaign / Mailchimp (email)
●​ Calendly (bookings)
●​ Pipedrive / HubSpot (CRM)
●​ Twilio (SMS)

Think of GoHighLevel as your “digital command centre” - everything your business needs in one
login.

2. Setting Up Your Account

Step 1: Create an Account

1.​ Go to [Link]
2.​ Click “Start Free Trial”
3.​ Choose your plan (Agency Starter or Agency Pro)
4.​ Enter your details and activate your first sub-account

Step 2: Dashboard & Sub Accounts

1.​ Go to ‘sub accounts’ > ‘create sub account’

2.​ From here, you can set up and use GHL’s business tools.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.
Step 3: Explore Your Sub-Account Dashboard

When you log in, you’ll see your main control centre:

💻 Dashboard → High-level overview of the entire sub-account

💬 Conversations → Central inbox for SMS, email, and calls
📅 Calendars → Manage appointments
📇 Contacts → Manage leads and customers
📊 Opportunities → Track leads through your sales process
🧩 Automations → Build workflows for email/SMS sequences
🧱 Sites → Build high-converting pages
⚙️ Settings → Manage domains, integrations, users, and billing
From your dashboard, click on Launchpad in the left sidebar. This area guides you through all the
core setup tasks for your account. You’ll see a list of connection options. Go through them one by
one:

📱 Mobile App → Download the GoHighLevel mobile app to manage leads on the go.
🟣 Google Business Profile → Connect to monitor and reply to reviews directly inside GHL.
💬 Facebook Messenger & Leads → Sync Facebook leads and messages into your CRM.
💻 Web Chat Widget → Generate leads directly from your website with an embedded chat.
🟢 WhatsApp → Integrate WhatsApp Business for instant, real-time communication.
💳 Stripe Payments → Accept payments seamlessly via Stripe integration.
4. Conversations Tab

The Conversations tab is your all-in-one inbox for every message your business receives. You can
reply to texts, DMs, and emails - all from one screen.

How it works:

1.​ Go to conversations in the left menu.

2.​ Every chat, call, or message from a contact appears here - whether it’s SMS, WhatsApp,
Facebook Messenger, Instagram DM, or Email.
3.​ Use the panel on the right to see contact info, add tags, or assign a team member.

Connecting your channels:

In Settings → Integrations, link your:

📱 SMS (Twilio or LeadConnector)

💬 WhatsApp Business
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📘 Facebook Messenger
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📸 Instagram Direct
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✉️ Email account
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Once connected, you can send and receive all messages directly inside GoHighLevel.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.
5. Calendars

The Calendar tab helps you manage appointments, calls, and bookings all in one place, synced
automatically with your funnels and automations.

How to set it up:

1.​ Go to Calendars → Calendar Settings.

2.​ Create a new calendar for yourself, your team, or a service type.
3.​ Set your availability, meeting duration, and buffer times.
4.​ Connect your Google or Outlook Calendar so bookings sync automatically.

Booking options:

●​ Embed your calendar on a funnel or website page.

●​ Share your booking link directly with clients.
●​ Automate confirmations and reminders via SMS or email.

6. Contacts

The Contacts tab is the heart of your CRM, where every lead, client, and prospect lives. It stores all
your communication history, tags, notes, and automations in one place.

How to use it:

1.​ Click Contacts in the left sidebar.

2.​ View your full database or use the search bar to find specific leads.
3.​ Click a contact’s name to open their profile, you’ll see their:​

📨 Conversation history (SMS, email, DMs)

🏷️ Tags and custom fields
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🔄 Active automations or workflows

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🗒️ Notes and activity timeline

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Adding Contacts:

●​ Add manually with “Create Contact”, or

●​ Import a CSV file with all your leads under Contacts → Import.

💡 Pro Tip: Use tags and custom fields to segment your audience for precise automation and
targeted campaigns.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.
7. Opportunities

The Opportunities tab is where you track every lead through your sales process, from new contact
to paying customer.

How to use it:

1.​ Go to Opportunities in the left sidebar.

2.​ Choose or create a Pipeline (e.g., New Lead → Booked → Closed)
3.​ Each card represents a contact’s stage in your sales journey.
4.​ Drag and drop cards to update progress as leads move through your funnel.

Key features:

🔄 Automate pipeline movement using workflows.

📊 Filter by status, source, or assigned user.
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💰 See total deal value and conversion rates at a glance.

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💡 Pro Tip: Use pipelines to stay organised and spot where leads are getting stuck, then tweak your
funnel or follow-up automations to boost conversions.

8. Payments

The Payments tab is where you manage everything related to invoices, products, and transactions,
helping you track revenue directly within GoHighLevel.

How to use it:

1.​ Go to Payments → Overview to see total sales, invoices, and subscriptions.

2.​ Click Products to add your offers, services, or digital products.
3.​ Under Invoices, create and send branded invoices to clients with one click.
4.​ Use Transactions to track successful and failed payments in real time.

Integrations:

●​ Connect Stripe or PayPal under Settings → Integrations to accept credit/debit card

payments.
●​ Embed checkout links directly into funnels, emails, or booking pages.

💡 Pro Tip: Use automations to trigger thank-you emails or onboarding sequences the moment a
payment is received.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.
9. Marketing

The Marketing tab in GoHighLevel lets you create, schedule, and publish content across all your
social platforms, all from one dashboard.

How to use it:

1.​ Go to Marketing → Social Planner.

2.​ Click “Connect Accounts” and link your:​

📘 Facebook Page
📸 Instagram Business Account
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🐦 X (Twitter)
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💼 LinkedIn Page
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🎥 Google My Business (optional)​

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3.​ Once connected, click “Create Post.”​

○​ Write your caption and add images or videos.

○​ Choose which platforms to publish to.
○​ Schedule your post or publish immediately.​

4.​ View all scheduled content in the calendar view, and drag posts to reschedule with ease.

💡 Pro Tip: Batch your content weekly. Plan, schedule, and automate your posts in one sitting to
stay consistent without spending hours daily.

9. Automations

Automation is where GoHighLevel truly shines.

To set up automated follow-ups:

1.​ Go to Workflows
2.​ Click “+ Create Workflow”
3.​ Add triggers (e.g., “Form Submitted” or “Appointment Booked”)
4.​ Add actions (e.g., “Send SMS,” “Wait 1 day,” “Send Email”)
5.​ Save and activate your workflow

🔥 Pro Tip: Automate 80% of your communication, but keep your tone personal.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.
10. Sites

From the sites tab, click “+ New Funnel”

Choose your funnel goal:

●​ Lead Generation → Collect emails and phone numbers

●​ Sales Funnel → Sell products or services
●​ Booking Funnel → Schedule appointments or demos
●​ Name your funnel and click Create Funnel

Each funnel typically includes:

🌐 Landing Page → Grab attention

🛍️ Offer Page → Showcase your product/service
💳 Checkout Page → Collect payments
🎉 Thank You Page → Confirm completion
💡 Pro Tip: Keep your design simple and your offer clear.
10. Bonus Resources

GHL also offers a range of other business tools you can use:

🎓 Memberships – Create and manage online courses or client portals with gated content.
🖼️ Media Storage – Upload and host your images, videos, and files for funnels and campaigns.
⭐ Reputation – Request, track, and respond to Google and Facebook reviews
📊 Reporting – View analytics for leads, sales, and campaigns to measure performance and ROI.​
🧩 App Marketplace – Explore and install third-party apps or integrations
Check out the pre-built GoHighLevel Templates we’ve provided to help you hit the ground running
faster than ever.

© Imperium Acquisition - All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Imperium Labs LTD. All infringements will be prosecuted. If
you are the personal owner of the Imperium Labs LTD End User Licence then you may use it for your own use but not for any other purpose.