33 - Roundtable Special on HighLevel's Game-Changing New Features

In this special roundtable episode of the HighLevel Experience Podcast, host Vit Muller is joined by an impressive lineup of industry leaders and HighLevel experts to discuss the latest features and updates from the LevelUp Summit 2024 in Dallas. The episode dives into the new tools and features introduced at the summit, offering listeners a comprehensive overview of what's new and how these innovations can be leveraged to enhance agency performance and client satisfaction.

Key Talking Points:

1. Introduction to LevelUp Summit 2024:

- Vit Muller kicks off the episode with a warm welcome to the guests and listeners, setting the stage for an in-depth discussion on the latest HighLevel features.

2. Snapshot Documentation and New Features:

- Michael Luigi discusses powerful new features such as conditional elements in the email builder, custom fields in the chat widget, advanced filters, smart lists, and notes and stickies.

3. Streamlining Operations with HL Pro Tools:

- Matt Deseno shares insights on key features including partial contact creation in surveys, custom menu links for SaaS, webinar funnels, and the quiz builder.

4. SaaS Growth and Community Engagement:

- Alistair Shirazi talks about his rapid growth to 150 SaaS accounts and covers topics like the ad manager, community events, and the new review trigger in reputation management.

5. Recurring Tasks and AI Integration:

- Jarryd Holmes explores the benefits of recurring tasks, WordPress site cloning, Google Drive integration, and the exciting potential of funnel AI and workflow AI assistant.

6. Business Scaling and Coaching:

- Alex Schlinsky emphasizes the importance of simplifying processes and focusing on maximizing current opportunities versus creating new ones.

7. SaaS and CRM Innovations:

- Charles Higgins discusses the effectiveness of broad SaaS strategies, new social planners, advanced statistics, digital product delivery, and the revamped client portal.

8. Community Building and Client Engagement:

- Sharan Kaur highlights the enhancements in HighLevel communities, including the community chat feature, call-up by lead connector, and the client portal.

9. AI Voice and Customer Support:

- The panel discusses the game-changing potential of AI voice for inbound calls and its implications for customer support and business efficiency.

10. Closing Thoughts and Call to Action:

- The episode wraps up with a call to action for listeners to explore the new features and consider attending the next LevelUp Summit for firsthand insights and networking opportunities.

About The Guests:

Michael Luigi Pacitto - Expert in snapshot documentation and CRM innovations.
Matt Deseno - Co-founder of HL Pro Tools, specializing in agency solutions.
Alistair Shirazi - Co-founder of the A Lister show and award-winning SaaSpreneur.
Jarryd Holmes - Specialist in recurring tasks and AI integration.
Alex Schlinsky - Renowned business scaling coach and founder of Prospecting On Demand.
Charles Higgins - Expert in SaaS strategies and CRM solutions.
Sharan Kaur - Chief Marketing Officer at Extendly for HighLevel, focusing on digital strategy and customer engagement.

Highlights 🔥

Key points we talked about in this pilot episode!

1. Introduction and Guest Lineup - [00:00:04] - Vit Muller introduces the special roundtable episode, highlighting the Level Up Day 2024 recap and welcoming an incredible lineup of industry leaders and HighLevel experts.
2. Snapshot Documentation and New Features - [00:00:49] - Michael Luigi discusses new features like conditional elements in the email builder, custom fields in the chat widget, advanced filters, smart lists, and notes and stickies.
3. Streamlining Operations with HL Pro Tools - [00:01:32] - Matt Deseno shares insights on key features including partial contact creation in surveys, custom menu links for SaaS, webinar funnels, and the quiz builder.
4. AI Voice and Customer Support - [00:33:31] - Alistair Shirazi explores the potential of AI voice as an automated answering service, discussing its applications in various industries and its impact on customer support.
5. Community Building and Client Engagement - [00:54:02] - Sharan Kaur highlights enhancements in HighLevel communities, including community chat, the collab mobile app, and the importance of building a robust community for business growth.
6. Google Drive Integration and Recurring Tasks - [01:05:01] - Jarryd Holmes discusses the benefits of Google Drive integration in the media library and the introduction of recurring tasks for better organization and efficiency.
7. Partial Contact Creation and Surveys - [01:08:00] - Matt Deseno explains the advantages of partial contact creation in surveys, allowing for better data collection and feedback loops in marketing efforts.
8. Prebuilt Segments for Targeted Email Campaigns - [01:41:07] - Vit Muller introduces the new feature of prebuilt segments for targeted email campaigns, enhancing targeted messaging and customer retention strategies.

Our Sponsors:

We’re proud to partner with some of the top industry leaders who help make the HighLevel Experience Podcast possible:

Extendly for HighLevel (Main sponsor)

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