HighLevel is powerful, but sometimes it feels like you need a secret decoder ring just to figure out why a workflow didn’t fire or why someone got a confirmation email that said “Dear {{contact.first_name}}.” 😩
That’s why I recently hosted a live Zoom session with Mario Aldayuz, Head of Partnerships at HL Pro Tools.
We didn’t just solve problems—we unpacked how to actually make HighLevel easier, smarter, and more automated for your agency.
Here are the 4 big takeaways from that session—so you can avoid headaches and look like a genius in front of your clients 👇
Turn Off Native Notifications (Use Workflows Instead)
Look, HighLevel’s built-in calendar notifications are fine… until they’re not. One wrong email gets sent, and suddenly you’re explaining to a client why their “appointment confirmed” email has old info.
⚫ Pro Tip:
Turn off native notifications in your calendars and replace them with workflow-based sequences. You’ll get full control over what gets sent, when it gets sent, and what it says. No surprises.
Secure File Uploads with SSL Forms
If you’re still using Dropbox or Google Drive to collect client docs… we need to talk.
Mario showed how you can use HighLevel’s multi-file upload fields on SSL-secured forms to collect:
✅ Tax docs
✅ IDs
✅ Contracts
✅ Any sensitive stuff you don’t want floating in someone’s inbox
⚫ Quick Win: Embed the form inside a membership area to add a layer of access control and make it feel extra polished.
Workflow Glitches? Test Like It’s Your Job
Whether you’re adding users to a group, granting course access, or sending email follow-ups—your workflows need to be airtight.
A lot of users on the call were seeing delays or no action at all. Most of the time? It came down to misfiring triggers or missing setup steps.
⚫ Solution:
Use the “Test Workflow” feature in HighLevel religiously. It’s the fastest way to spot issues before your client does.
Bonus tip: Even if a workflow looks good, delays might be tied to email deliverability or timing bugs. Test everything.
TL;DR – Don’t Let HighLevel Confuse You
Here’s the short version:
✅ Kill native notifications and run your messages through workflows
✅ Secure sensitive uploads using SSL-protected forms
✅ Test every workflow before you trust it with real data
✅ Join the community so you’re never stuck Googling answers alone
Cool Free Thing: Testimonial Workflow (Yours to Steal)
Before a client hands over their email, credit card, or tax info… they need to trust you.
One of the fastest ways to earn that trust? ⭐️ Testimonials.
And guess what—I’m giving you my team’s exact Testimonial Workflow. This is the same one we use to:
✅ Collect quality testimonials
✅ Edit and polish them for social proof
✅ Organize them in one place so they’re ready when you need ’em
Want More Tools, Templates, and Fixes?
This is just the tip of the iceberg. If you want plug-and-play snapshots, automation templates, and weekly sessions with people who live in HighLevel…👉 Go to hlprotools.com, It’s where the real magic happens.
