(Real fixes from real pros who’ve seen it all)
Let’s be honest—building inside HighLevel is kinda like being handed the keys to a rocket ship. Super powerful, super exciting… and occasionally super overwhelming.
That’s why I love when HL Pro Tools’ own Mario Aldayuz (aka automation wizard, resident genius, and all-around good dude) hosts live Zoom calls where real users ask real questions and get real help.
And wow—last week’s session was packed with gold. No fluff. Just straight-up tactical takeaways that could save you hours (and therapy).
So I pulled together the most useful nuggets for you here👇
Biggest Takeaways from the Pros
These tips might seem small, but trust me—they’re the difference between chaos and conversion.
1. 🔥 Kill Default Notifications
Those built-in calendar email reminders? Ditch ’em. Seriously.
They’re inconsistent and not nearly as customizable as running your own workflow-based notifications.
👉 Build your own sequence in workflows to control the timing, tone, and content. You’ll thank me when clients stop getting weirdly timed alerts.
2. 🔒 Secure File Uploads (That Don’t Suck)
If you’re handling sensitive docs (looking at you, tax pros and legal agencies), stop sending people to Dropbox.
Use HighLevel’s multi-file upload forms inside your site. They’re SSL-secured, look more professional, and keep your data where it belongs.
Pro Tip: Pair file uploads with a Membership Area to create a gated, secure, client-friendly hub.
3. ⚙️ Master Your Workflows
Automations are like pets: if you don’t check in on them, they’ll chew up your slippers and pee on your landing page. 🐶
Mario reminded everyone to revisit your workflows regularly and test them like a mad scientist.
- Using “Test Workflow” is your secret weapon 🧪
- Keep an eye on trigger types (especially with forms, calendars, and purchases)
- Make sure you’re not relying on default logic that doesn’t always do what you think it does
4. 🎓 Plug Into the Training
This one’s not “techy,” but it’s critical: show up to the training.
There’s a reason HighLevel pros are crushing it—it’s not just the tools. It’s the community, the conversations, the real-time fixes that come from being plugged in.
👉 If you’re not on the HL Pro Tools weekly Zooms or community threads… you’re missing out on shortcuts, strategies, and the occasional Mario mic drop. 🎤
Let’s Zoom Out for a Sec…
The big idea here? You don’t need to be a full-stack dev to run a high-performing agency on HighLevel. You just need the right systems, a few smart adjustments, and a crew who’s done this before.
And that’s where we come in.
How HL Pro Tools Can Help
We’re not just another support team. At HL Pro Tools, we help agencies like yours:
✅ Automate onboarding flows
✅ Troubleshoot complex workflows
✅ Secure client portals
✅ Handle technical support for your clients as you (yes, really)
If you’re ready to stop Googling “why didn’t my workflow fire?” at midnight—visit HL Pro Tools.
Cool Free Thing (You’re Gonna Love This)
Before you can help businesses with your service, you need to earn their trust.
And the fastest way to do that?
⭐️ Testimonials.
In the spirit of free stuff, I want to give you my team’s Testimonial Workflow. This is the exact process we use to:
- Collect testimonials automatically
- Edit and organize them with zero headaches
- Reuse them across your site, emails, and funnels
It’s plug-and-play. It’s beautiful. It makes you look like a pro.
Enjoy, and don’t say I never gave you anything 😉
