Let’s be real: HighLevel is a beast. A beautiful, powerful, slightly overwhelming beast.
When you first dive into the platform, it feels like unlocking a treasure chest… that also might explode if you click the wrong automation. 😂
I’ve been there. So has every agency owner I know. That’s exactly why we ran a session with Mario Aldayuz from HL Pro Tools — to break things down and make HighLevel less scary and a whole lot more strategic.
Here’s what we uncovered — and how you can use it to clean up your setup, scale faster, and stop pulling your hair out. 🧠💡
HighLevel Only Works If You Work It Right
Mario didn’t come in swinging with hype. He dropped real advice from someone who’s lived inside this platform for years — fixing, building, optimizing.
These were the big 3 ideas I walked away with 👇
1. Test in a Dummy Account (Always)
This one seems obvious… until your client’s phone blows up because a workflow fired off too early.
Mario’s rule?
Before importing a snapshot into a live account:
✅ Load it into a sandbox subaccount
✅ Turn off all automations
✅ Enable them one by one, test thoroughly
👉 You can’t afford to “hope it works.” Controlled testing keeps your client relationships intact — and your sanity, too.
2. Build Modular, Not Monolithic
Have you ever inherited a Frankenstein snapshot with 50+ workflows and no clue what triggers what?
Yeah, me too. 😬
Mario suggests breaking snapshots into modular chunks—by brand, service type, or feature. That makes your builds reusable, scalable, and way easier to debug.
👉 Think of it like Lego blocks, not Jenga towers.
3. Overcommunicate Everything
Documentation isn’t sexy. But losing a client because they didn’t “get” your system? That hurts.
Create:
- Simple SOPs
- Loom walkthroughs
- Even just bullet-point Google Docs
👉 The more your client understands, the more they’ll appreciate (and pay for) what you built.
Pro Tip That Blew My Mind
One moment that stuck: Mario explained that Communities in HighLevel work like Slack — and the “nine-dots” in the top-right are like your channel menu.
It’s a small thing, but it clicked immediately. 🧠 Simple analogies help clients feel at home way faster.
Closing Thought: Simplify, Then Scale
Look, HighLevel can be overwhelming if you treat it like a magic box.
But when you slow down, document clearly, and build modular? It becomes your agency’s unfair advantage.
At HL Pro Tools, we don’t just “use” HighLevel — we live it, break it, fix it, and make it run like a dream. Whether it’s snapshots, workflows, call routing, or custom setups, we’ve got your back with white-label support, expert builds, and tools that just work.
Ready to simplify your stack and scale like a pro?
Visit hlprotools.com and let’s build something better—together.
Cool Free Thing: Our Plug-and-Play Testimonial Workflow
Before you can help a business grow, you need their trust.
Fastest way to earn it? ⭐️ Testimonials.
To help you get started, I want to give you the exact Testimonial Workflow our team uses. It automates the whole process—collecting, editing, and organizing real social proof that sells without you lifting a finger.
👉 Grab the free walkthrough here
Steal it, use it, customize it. It’s yours.
Because trust = conversions. 💰
