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Attendees: Mychele Bisson, William Welch

Main Themes:

• Mychele's Journey in Real Estate: The conversation outlines Mychele's impressive trajectory from single-family rentals to RV park ownership. She emphasizes the financial benefits and her passion for the RV park community.
• Owners Club and Scaling: Mychele details her experience in Pace Morby's Owners Club, highlighting its impact on streamlining her business and scaling her RV park portfolio.
• Creative Deals and Off-Market Opportunities: Mychele discusses leveraging creative financing and off-market deals to acquire parks, with plans to wholesale some and reposition others.
• Community Building and Vetted Buyers: Mychele expresses the need to build a community of vetted buyers through workshops and potentially online platforms like School.
• William's Expertise and Potential Collaboration: William explains his work with GoHighLevel and School, offering his services to support Mychele's community-building and business automation needs.

Key Ideas and Facts:

• Mychele owns multiple RV parks and is closing on her fifth park within a year.
• She utilizes creative financing and off-market deals for acquisitions.
• Mychele is a member of Pace Morby's Owners Club, which has facilitated her growth.
• She plans to create a vetted buyer network for off-market deals.
• William offers his expertise in GoHighLevel and School to assist Mychele.

Notable Quotes:

• Mychele on the benefits of Owners Club: "I knew right away okay, if I'm going to have one-on-one access to PACE and he's already done these things that I want to accomplish, it makes sense for me to join it so that he can give me firsthand knowledge of how to do that."
• Mychele on active income: "And that is really I mean you're supposed to build things that will give you long-term wealth, but you really do need things that are bringing in money now to pay the bills."
• Mychele on her goals with off-market deals: "So, we're going to underwrite them, go through and package them up and make them pretty and then sell them off to vetted buyers."
• Mychele on building a community: "And a lot of these parks that I buy, we develop relationships with the sellers and I don't want to leave them with a bad taste in their mouth for, me buying the park and then selling it to somebody else."

Next Steps:

• Mychele and William to follow up at the end of January to discuss progress and potential collaborations.
• Mychele to explore School and its potential for her vetted buyer community.
• William to send Mychele a link to School for further review.

This briefing document provides a concise overview of the main themes and important points discussed during the call. It highlights Mychele's experience and goals in the RV park industry, her involvement with the Owners Club, and the potential collaboration opportunities with William.

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Optimizing GoHighLevel for PadSplit Underwriting

This document summarizes a 2.5-hour screen recording focused on configuring GoHighLevel, a CRM platform, to streamline the underwriting process for PadSplit, a co-living rental property company.

Key Themes:

• Custom Field & Folder Organization: The recording primarily focuses on meticulously organizing and consolidating custom fields and folders within GoHighLevel to simplify data entry and analysis for both PadSplit and wholesale deals. The goal is to eliminate redundancy and ensure clarity.
• Workflow Automation: The speaker implements workflows to automate tasks, including renaming opportunities based on exit strategy and property address, and pushing opportunity data into a Google Sheets spreadsheet.
• Pipeline Consolidation: The speaker aims to merge separate PadSplit and wholesale pipelines, creating a unified underwriting pipeline that caters to both business models.
• Integration Challenges: The recording highlights challenges encountered while integrating with Google Sheets, specifically in connecting the CRM to the spreadsheet and refreshing data.

Important Ideas & Facts:

• Custom Field Mapping: The speaker diligently maps every custom field in GoHighLevel to the corresponding column in the Google Sheets spreadsheet, emphasizing the importance of consistent naming conventions to avoid errors.
• Spreadsheet as Data Source: The spreadsheet serves as the central repository for all deal information, consolidating data from GoHighLevel and potentially other sources.
• Exit Strategy Differentiation: A key focus is distinguishing between PadSplit and wholesale deals within the system. This is achieved by adding an "Exit Strategy" radio button field in the opportunity details.
• Pipeline Stages: The proposed unified pipeline includes stages like "Property Identified," "Send to Spreadsheet," "PadSplit Review," "Wholesale Review," "Underwrite Review," and "Make Offer Accepted."
• Importance of Thoroughness: The speaker stresses the value of meticulous planning, organization, and execution to avoid problems down the line. This includes double-checking field mapping and thoroughly understanding the client's business processes.

Key Quotes:

• "Doing the same thing over and over again. This is how you do it. If you don’t have a better way, great. If you think you can plan better than me, that’s awesome."
• "It’s time consuming, but you gotta do it… We want productivity. So what we do is we take the time, do it right the first time."
• "Nobody said this was fun, folks… There is no such thing as perfect. Not in GoHighLevel."
• "This is a whole bunch of work. And I definitely am doing double work… But you know, we gotta do things that we don’t like."
• "[This] saves that term. So now we can input information once and then it goes from the CRM to the spreadsheet."

Next Steps:

• Resolve the Google Sheets integration issues highlighted in the recording.
• Finalize the unified underwriting pipeline structure in collaboration with the client.
• Test the implemented workflows and data transfer processes.
• Develop training materials to guide users on the updated GoHighLevel system.

Call to Action:

The speaker invites viewers to join their "Chaos Buster Challenge," an 18-hour one-on-one coaching program focused on optimizing GoHighLevel. They also offer their services to build custom GoHighLevel systems for clients.

1. Click ⁠To Book Your 1-1 Free 1 HR Personal Go High Level Business Planning Session. ⁠⁠ with William Welch
2. Click Here For A Free Trial Of ⁠Go High Level ⁠
3. Bust the Chaos Of Your Contacts And Conversations. Join The Challenge Now!

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Attendees:

• William Welch (GoHighLevel expert and onboarding guide)
• Corey Kober (New GoHighLevel user)

Main Themes:

• Onboarding to GoHighLevel and its features
• Understanding the pricing and subscription options
• Connecting existing services like Google My Business and Facebook
• Exploring potential use cases for GoHighLevel in Corey's business

Most Important Ideas/Facts:

• GoHighLevel Offers a Wide Range of Features: The platform includes features for CRM, automation, appointment scheduling, payments, email marketing, and more. William highlights specific features relevant to Corey, like the web chat widget, contact management, and automation.
• Pricing and Subscription Explained: William clarifies the pricing structure, including the one-time Chaos Buster Challenge fee of $497 and the monthly subscription of $99. He explains that usage charges for features like texting and calling are generally less than a penny per usage.
• Integration with Existing Services: The importance of connecting existing services like Google My Business and Facebook is emphasized. They successfully connect Corey's Google My Business account but encounter difficulties with the web chat widget integration, requiring further discussion with Corey's website provider.
• Potential Use Cases for Corey's Business: William suggests using GoHighLevel for:
• Sending updates and Facebook posts
• Managing Google My Business
• Potentially streamlining storage unit management in the future
• Automating delinquent customer communications
• Managing sub-two contracts
• Focus on Simplicity and Gradual Implementation: Both William and Corey agree on starting with simple implementations and gradually exploring more complex features as Corey's familiarity with the platform grows.

Key Quotes:

• William: "So, this is what you'll be signing up for today. You can see the one-time payment of 497 bucks. And it also has a high-level monthly subscription, which is $100 a month."
• William: "Lead connector is exactly what it is. It's a software that connects Google to platforms. It connects Facebook to platforms."
• William: "So you'll be able to see on a timeline how you've interacted with this customer, and you'll never lose an email or a text message again."
• Corey: "So, I could actually use this also for sub two contracts, send them the sub two contracts for them to sign and then save it in here. Awesome."
• William: "You should write all those complaints down in a notebook, and we can look at them sometime... because it'll help us too. So we can see if we can actually use this for that. That could be huge."
• William: "I like to really keep things simple at first with GoHighLevel... because it's very difficult to build those big things in the beginning."

Next Steps:

• Corey will explore the CRM training resources within GoHighLevel.
• William and Corey will schedule a follow-up call on Tuesday, January 3rd at 9 AM Corey's time to continue the onboarding process.
• They will address the web chat widget integration issue with Corey's website provider.
• They will discuss and prioritize initial use cases for GoHighLevel in Corey's business.

This briefing doc provides a summary of the key points discussed during Corey's onboarding to GoHighLevel. It highlights the platform's features, pricing, and potential benefits for Corey's business. The document also emphasizes the importance of a gradual implementation approach, starting with simple use cases and progressively exploring more complex features as Corey's understanding of the platform grows.