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Course & Marketing Material
for HighLevel Software
Every HighLevel feature has its own course - with white-label videos, marketing materials, and everything you need to learn it, teach it, or share it with your agency users. Courses are built feature by feature from our Work On It Wednesday sessions and added continuously. Browse below or get unlimited access with the Mega Pass.
***We've Been Training HighLevel Software Features Since 2020***
ALL COURSES INCLUDE ANY UPDATES AND/OR NEW ADDITIONS
What's Inside Every Course
Every HighLevel feature course includes the same complete package - use as-is or edit to your brand. Ready to learn, teach, or launch in your business.
ONBOARDING ACCOUNT SET UP FOR SUCCESS - ADMIN
Set your HighLevel account up the right way from day one. This course walks admins through the essential company settings - your business name, logo, white-label domain, branding, security preferences, and the advanced settings. Get your admin account owner foundation built correctly so every account runs on a solid, consistent system.
GET TO KNOW YOUR CRM - ONBOARDING TEAM
Built for the everyday HighLevel user - not just the agency owner. This course gives your team a clear, confident introduction to navigating the platform - understanding roles and permissions, knowing what they can access, how to find what they need, and how to use HighLevel effectively from day one. Stop onboarding users with zero guidance and start them with a course built specifically for their role.
LAUNCH PAD
Launch Pad HighLevel's LaunchPad is your guided onboarding workspace - and this course shows you how to use it to get your account fully configured, fast. Walk through the video-based action steps, use the built-in product tour guides, track your setup progress, and get your team or clients from zero to productive without the guesswork. This is the starting line for every new HighLevel account setup.
DASHBOARD
Your HighLevel Dashboard is mission control for your business - and most people barely scratch the surface of what it can do. This course covers how to read, build, and customize your dashboard widgets, set up reporting views for your team and use your data to make faster, smarter business decisions every single day.
CALENDARS
Eliminate the back-and-forth and put your booking system on autopilot. This course covers how to set up and configure your calendars, manage availability and appointment types, connect team members to the right booking flows, automate confirmation and reminder messages, and use your calendar data to stay on top of every scheduled interaction. Whether you are booking discovery calls, service appointments, or team meetings - this course gives you a scheduling system that works around the clock.
PHONE (VOICE & SMS)
Your phone system is one of the most powerful tools in your business - and most people only use a fraction of what it can do. This course covers how to set up inbound and outbound calling, configure your web dialer, manage voicemail, send and receive text messages, set up call routing and forwarding, use call scripts to keep your team consistent, and track every conversation through your reporting. Learn how to build a professional, fully connected communication system that never lets a lead go cold.
AI EMPLOYEE
The AI Employee is your always-on team member - handling calls, responding to messages, managing reviews, and triggering workflows without you lifting a finger. This course covers how to set up and configure the AI Employee suite including Voice AI for inbound calls, Conversation AI for automated messaging, Reviews AI, and Content AI. Learn how to assign working hours, build response goals, connect your calendar for automated booking, and put your most repetitive customer interactions on complete autopilot.
AI AGENT
AI Agents take automation to a completely different level - giving you intelligent, goal-driven agents that handle multi-step tasks, qualify leads, book appointments, send follow-ups, and move contacts through your pipeline without manual intervention. This course covers how to build and configure both Voice AI Agents for inbound and outbound calls and Conversation AI Agents for text-based channels. Learn how to set agent goals, write instructions, connect workflows and calendars, test your agents, and deploy them across your business for 24/7 automated customer engagement.
ON THE GO MOBILE - LEAD CONNECTOR V1 - V2 UPDATES V2 INCLUDED
HighLevel's updated mobile experience brings a brand new UI and a redesigned app interface built directly from the HighLevel apps screen. This course covers the new navigation, updated features, and everything you need to set up and use the 2.0 version of LeadConnector with confidence. Get in at pre-launch and keep every new lesson as the course builds out alongside the new HighLevel mobile rollout.
CONTACTS
Your contacts are the foundation of everything - and this course shows you how to build a CRM database that actually works for your business every day. Learn how to add, import, organize, tag, and segment your contacts, build Smart Lists that update automatically, use Bulk Actions to save hours of manual work, and create a tagging system that powers every follow-up, campaign, and workflow you run. A clean, organized contact list is how you turn a database into a revenue system.
CONVERSATIONS
Master your unified inbox and turn every conversation into a managed, trackable interaction. This course covers how to navigate the inbox, chat views, and unified conversation threads, work with contact details mid-conversation, use Manual Actions and Snippets for fast text and email responses, set up Trigger Links that fire automations from a single click, and configure SLA settings to keep your team accountable and responsive. Everything you need to communicate faster and follow up smarter.
OPPORTUNITIES (PIPELINES)
Your pipeline is how leads become clients - and this course teaches you how to build, manage, and move deals through a system that keeps nothing from falling through the cracks. Learn how to create and customize pipelines and stages, add and manage opportunities, use custom fields to track the details that matter, and use your pipeline view to prioritize the right conversations at the right time. Build a sales process that runs consistently whether you have 10 deals or 1,000.
WEBSITE & FUNNEL BUILDER
Everything you build online starts here. This course gives you a complete tour of the drag-and-drop builder - how it works, how to navigate it, and how to use sections, rows, columns, and elements to design pages from scratch or from templates. Learn the difference between websites and funnels, how to use the builder for both, and how to move from a blank canvas to a published, professional page without needing a developer or designer.
WEBSITES
Build a full multi-page website that represents your business around the clock. This course covers how to create and publish websites, choose and customize templates, set up navigation, manage pages, connect your domain, and use the built-in SEO tools to help your site get found. Whether you are building a homepage, a service page, or a full business site - this course gives you everything you need to launch and manage it confidently.
FUNNELS
A funnel is the most direct path from a stranger to a lead to a sale - and this course shows you how to build one that converts. Learn how to create step-by-step funnel pages, add order forms and opt-ins, use templates as a starting point, set up split testing, connect your domain, and publish a funnel that guides your visitors exactly where you want them to go. Build your first funnel or level up the ones you already have.
AI FUNNELS & WEBSITES
Build pages in minutes instead of hours using AI. This course covers how to use the AI-powered funnel and website builder to generate full pages from a simple text prompt, import the look and feel of any URL or screenshot, refine your copy and layout through live chat with the AI, and auto-generate SEO-friendly titles and descriptions before you publish. Keep full manual control while letting AI do the heavy lifting on design, copy, and structure.
WEBINAR FUNNELS
Host live and on-demand webinars with a fully automated registration and follow-up system built in. This course covers how to create webinar funnels for both live and pre-recorded sessions, set up registration pages, confirmation pages, and broadcast pages from templates, configure automated email and SMS reminders before the event, and build post-webinar follow-up workflows that turn attendees into customers. Everything you need to run a professional webinar from one place.
E-COMMERCE
Turn your website into a fully functioning online store. This course covers how to set up your e-commerce store, add and manage products, configure pricing and variants, connect payment processing, set up checkout pages, and manage orders - all without a third-party platform. Whether you are selling physical products, digital downloads, or services, this course gives you the tools to build a store that works for your business.
BLOGS
Use a blog to build authority, drive organic traffic, and keep your audience coming back. This course covers how to create and publish blog posts, organize content with categories and tags, customize your blog layout and design, optimize each post for search engines with built-in SEO tools, and connect your blog to your domain. A well-built blog is one of the highest-return long-term assets in your marketing strategy - and this course shows you exactly how to build it.
FORMS & SURVEYS
Capture the right information from the right people at the right time. This course covers how to build and embed forms and surveys, customize fields and design to match your brand, use templates to launch faster, map submissions to your contacts automatically, set up confirmation and redirect behavior, and use surveys for lead qualification, feedback collection, and course assessments. Forms and surveys are the front door of every funnel - this course makes sure yours converts.
WEB CHAT & LIVE CHAT
Turn your website visitors into conversations before they leave your page. This course covers how to set up and configure the chat widget, choose between live chat, SMS, email, WhatsApp, Facebook, Instagram, and Voice AI channels, embed the widget on any website or funnel page, route incoming chats directly to your inbox, and use workflows to automate follow-up when no one is available to respond. Add it once and start capturing leads from every page on your site.
DOMAINS
Your domain is the address of your entire online presence - and this course shows you how to connect, configure, and manage it correctly. Learn how to connect your domain to funnels, websites, stores, blogs, and webinars, set up root domains and subdomains, add the DNS records your account needs, configure your email sending domain for better deliverability, and manage everything from one place without needing to touch your domain registrar more than once.
BRAND BOARDS
Keep your logos, colors, and fonts in one centralized place so everything you build looks consistent without the guesswork. This course covers how to create and manage brand boards, set a default design kit, apply your brand colors and fonts directly inside the email builder, funnel builder, and website builder, and maintain a professional, on-brand look across every piece of content you create - without hunting for a hex code or logo file every time.
AUTOMATION WORKFLOWS
Workflows are the engine that runs your business while you focus on everything else. This course covers how to build automation workflows from scratch, use triggers and actions to move contacts through your business automatically, set up follow-up sequences, manage appointments, update pipelines, tag contacts, send emails and texts, and connect every part of your CRM into one seamless automated system. If you can map it on a whiteboard, you can build it in a workflow.
SOCIAL PLANNER
Plan, schedule, and publish your social media content across every platform from one place - without logging into five different apps. This course covers how to connect your social accounts, create single and bulk posts, set up recurring and evergreen content, use AI-assisted content tools, schedule review posts automatically, manage approvals, and build a consistent content calendar that keeps your brand active and visible without consuming your day.
EMAIL MARKETING
Email is still one of the highest-return tools in your marketing toolkit - and this course shows you how to use it to its full potential. Learn how to build and send email campaigns, create and manage email templates, use the drag-and-drop email builder, track opens, clicks, and performance in the all-in-one email dashboard, set up bulk email sends with smart filtering, and build a consistent email marketing system that nurtures your list and drives results.
REPUTATION
Your online reputation is one of the first things a new prospect looks at - and this course shows you how to take control of it. Learn how to set up automated review request sequences via SMS and email, connect your Google Business Profile, configure review balancing across platforms, respond to reviews from your inbox, and use your reputation data to build trust and win more business on autopilot. A strong review system is one of the easiest ways to stand out without spending more on ads.
REPUTATION - VIDEO TESTIMONIALS
Written reviews are powerful - video testimonials are even more so. This course covers how to collect, manage, and use video testimonials from your customers to build credibility and drive conversions. Learn how to request video testimonials, manage the submissions, embed them on your funnels and websites, and build a library of social proof that does your selling for you across every channel where your prospects are looking.
FACEBOOK LEAD ADS
Stop losing leads between Facebook and your CRM. This course covers how to connect your Facebook account and sync lead data directly into your contacts automatically, map Facebook Lead Ad form fields to your CRM fields, trigger workflows and nurture sequences the moment a new lead comes in, and use UTM tracking to attribute every lead back to the campaign that generated it. Set it up once and never manually import a Facebook lead again.
AD MANAGER
Run Facebook, Instagram, Google, and LinkedIn ads from one centralized dashboard without jumping between ad platforms. This course covers how to connect your ad accounts, create and manage campaigns, build Facebook lead forms, set up audiences and targeting, track performance and attribution, and use your CRM data to make smarter ad decisions. Everything you need to launch, manage, and optimize paid advertising without leaving your system.
ATTRIBUTION
Know exactly which campaigns, channels, and touchpoints are actually driving your leads and sales. This course covers how attribution tracking works, how to set up UTM parameters across your funnels and ads, use the attribution reporting tools to trace a contact's full journey from first click to closed deal, and make data-driven decisions about where to invest your marketing budget. Stop guessing what's working and start knowing.
COUNTDOWN TIMERS
Create real urgency that drives action. This course covers how to build and configure countdown timers, add them to funnels, websites, and emails, set fixed deadline timers and evergreen recurring timers, apply timezone-adaptive settings so every visitor sees the correct countdown, and use timers strategically to increase conversions on launches, limited offers, and time-sensitive campaigns. Done right, a countdown timer is one of the simplest conversion tools you can add to any page.
QUIZZES
Quizzes are one of the most engaging lead generation and learning tools available - and this course shows you how to build them. Learn how to create interactive quizzes, customize questions and answer logic, map results directly to contact fields in your CRM, use quizzes inside funnels and course modules, and set up automations that trigger based on quiz outcomes. Whether you are qualifying leads, segmenting your audience, or reinforcing course learning - quizzes make it happen.
QR CODES
Bridge the gap between offline and online with QR codes that connect every printed piece, event badge, or physical location to your digital funnels and campaigns. This course covers how to create and manage QR codes, link them to any URL, funnel page, or form, track scans and performance, and use QR codes strategically in your marketing to capture leads and drive traffic from the real world directly into your CRM.
CLIENT PORTAL
Give your clients a branded, centralized hub where they can access everything that belongs to them - courses, communities, invoices, contracts, and affiliate information - all in one login. This course covers how to set up and customize your client portal, configure your domain and branding, manage member access, connect your courses and communities, and create a seamless client experience that increases retention and reduces the back-and-forth of sharing documents and links manually.
MEMBERSHIP COURSES
Build, organize, and deliver your course content in a fully branded learning environment your students will love. This course covers how to create courses and lessons, upload videos, set up modules and categories, configure access and drip settings, manage student enrollments, set up paid course pricing, and use the Kollab Studio to manage and publish your digital products. Whether you are building your first course or your fiftieth - this course gives you the complete system to do it right.
MEMBERSHIP COMMUNITIES
Build an engaged, branded community where your members connect, learn, and grow together. This course covers how to create and configure community groups, customize your domain and branding, manage member roles and permissions, set up posts, announcements, and events inside your community, connect courses to your community space, configure notifications, and build a thriving online community that keeps your audience coming back and creates real long-term value for your business.
BRANDED APP
Put your brand in your clients' pockets with a fully branded mobile app experience. This course covers how to promote the LeadConnector app to your users, understand the difference between the LeadConnector gray-label app and white-label branded app options, configure app settings and permissions, manage how clients access courses and communities from mobile, and deliver a seamless, professional mobile experience under your brand name without building an app from scratch.
EVENTS
Manage live and virtual events from one place and turn every event into a lead and community building opportunity. This course covers how to create and publish events, set up registration flows, manage attendee lists, connect events to your community groups, configure reminders and follow-up automations, and use your event data to build stronger relationships with your audience before, during, and after every event you run.
AFFILIATE MANAGER
Build a referral program that sends you leads while you sleep. This course covers how to create and manage affiliate campaigns, set up commission structures, generate affiliate signup links, track referrals and payouts, connect your affiliate program to your client portal, and build an army of motivated referral partners who promote your business consistently. A well-built affiliate program is one of the most cost-effective growth channels you can add to your business.
OBJECTS Simplified
Your CRM is only as powerful as the data inside it - and this course shows you how to structure that data the right way. Learn how to create and use custom fields to capture the exact information your business needs, build custom objects to track relationships and records beyond the standard contact, map fields across your forms and pipelines, and organize your data in a way that powers smarter automations, better reporting, and a CRM that actually fits how your business works.
MEDIA STORAGE
Keep all your files, videos, images, and documents organized and accessible from one central library. This course covers how to use and manage your media storage, upload and organize assets into folders, use stored media across your funnels, websites, emails, and courses, import media directly into course lessons, and maintain a clean, organized file library that makes content creation faster and more consistent across your entire business.
REPORTING
Make smarter decisions with data you can actually understand. This course covers how to use the reporting tools to track your most important business metrics - calls, appointments, pipeline performance, email results, ad attribution, and more - all in one place. Learn how to set up and read your key reports, configure automated report delivery for your team or clients, and use your data to identify what is working, what needs attention, and where your next opportunity is hiding.
PAYMENTS PRODUCTS, SUBSCRIPTIONS, & TRANSACTIONS
Get paid faster and manage every transaction from one place. This course covers how to connect your payment processor, create products and pricing plans, set up one-time and recurring subscription payments, manage active subscriptions, handle refunds, and track all transaction history in your payments dashboard. Whether you are selling courses, services, software, or physical products - this course gives you a payment system that runs cleanly and professionally.
PAYMENTS - GIFT CARDS
Add gift cards to your business and give your customers a new way to pay - and refer. This course covers how to create and manage gift card products, set denominations and expiration options, sell gift cards through your funnels and checkout pages, track redemptions, and use gift cards as a promotional tool to drive new customer acquisition and increase revenue without additional ad spend.
INVOICES & ESTIMATES
Get paid on time and look professional doing it. This course covers how to create and send invoices and estimates, customize your invoice templates with your branding, set up payment schedules and due dates, collect digital payments directly from the invoice, automate payment reminders, and manage your entire billing workflow from one place - so you spend less time chasing payments and more time doing the work.
DOCUMENTS & CONTRACTS
Close deals faster with professionally built documents and contracts that get signed digitally - without a third-party tool. This course covers how to create and send contracts and proposals, add signature fields and dynamic variables, automate document delivery through workflows, track document status, collect signed agreements, and store everything in one place. Get your paperwork done faster so you can focus on delivering great work.
CUSTOM VALUES
Custom values are the secret to building a personalized, scalable system that works across every part of your business. This course covers what custom values are, how to create and organize them, how to use them inside emails, funnels, workflows, and SMS messages to automatically insert business-specific information, and how to use them to build templates that work for multiple clients or campaigns without rewriting everything from scratch every time.
AI STUDIO
AI Studio is your creative workspace for building complete web experiences using nothing but a prompt. This course covers how to use AI Studio to generate full websites, landing pages, multi-step surveys, branded forms, and custom booking flows from a simple description, refine your results through conversational prompts, apply templates for faster starting points, publish directly from AI Studio, and connect a custom domain - without touching the standard funnel or website builder at all.
ASK AI
Ask AI is your on-demand AI assistant built directly into your platform - and this course shows you how to use it to work faster across every part of your business. Learn how to use Ask AI to generate funnels, summarize contacts, create and edit content conversationally, generate images, build workflows, and get instant answers and recommendations without leaving the platform. Ask AI is the fastest way to get from idea to execution - and this course shows you exactly how to put it to work.
BONUS COURSE - SEVEN DAYS TO SUCCESS
This course is for Agencies & SaaS Agencies needing help with their HighLevel agency software setup. Looking to become a SaaSpreneur? Tons of training and tips to getting started and getting ahead. Sign Up or Upgrade with Us to the PRO Plan ($497) and get our VIP MEGA PASS for FREE. *must stay an active account in order to continue access.
*For Agencies
MEGA PASS BONUS - SNAPSHOT ACCELERATOR
100+ Snapshots. Skip the guesswork with this complete SNAPSHOT ACCELERATOR including strategic social media posting calendars, professional Canva design templates, and 100+ battle-tested snapshots covering virtually every industry. *Snapshots are from Sean Faber's Famous Snapshot Marketplace - Authorized Reseller
*For Agencies
MEGA PASS BONUS - DIGITAL ACCELERATOR
40,000+ Canva Design Templates for inspiration. Industry specific social media posts, infographic, ebooks, promotional video, and more! Easy to edit to your brand. Designed by real people to help you market your business and your customers business.
*For Agencies
MEGA PASS BONUS - AI AGENCY MASTERCOURSE
This Special Edition Bundle for Agencies combines the complete AI Employee Learn It Edition with exclusive agency training, marketing tools, and promotional video content. Everything you need to successfully market and sell AI automation services to your clients.
*For Agencies
AGENCY ACCELERATOR
🚀 Getting Started & Setup
BRAND NEW Accelerator Programs coming soon!
COMING 2026
SaaS BUSINESS ACCELERATOR
🚀 Getting Started & Setup
BRAND NEW Accelerator Programs coming soon!
COMING 2026
Affiliate ACCELERATOR
🚀 Getting Started & Setup
BRAND NEW Accelerator Programs coming soon!
COMING 2026
INSTRUSTRY SPECIFIC ACCELERATORS
🚀 Getting Started & Setup
BRAND NEW Accelerator Programs coming soon!
COMING 2026
Course 27 - Courses. Community. Classroom.
We are an education-first hybrid learning platform built for business owners, entrepreneurs, coaches, consultants, and agencies. Every course comes with professional video training plus white label course and marketing materials - covering business growth and HighLevel software training - everything you need to Learn It, Teach It, or Launch It in your own business.
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