Let’s be honest—HighLevel is powerful, but if you’re not careful, it can also become a hot mess of automations, calendars, and confusion. 💥
That’s why I always say: HighLevel isn’t about doing everything… it’s about doing the right things — the smart way.
I recently hopped on a Zoom session with Mario Aldayuz (Head of Partnerships at HL Pro Tool). What we got wasn’t a boring walkthrough — it was a straight-up strategy session loaded with real-world, tested-and-proven advice.
If you’re running an agency or building systems for clients, these tips are gold. Let’s get into it.
The 3-Point Framework to Avoid HighLevel Headaches
Mario didn’t try to impress anyone with flashy tech tricks. Instead, he hammered home 3 rules that actually make HighLevel work better, faster, and more predictably.
1. Start Simple and Test in a Sandbox
Look, I’ve broken stuff before (and maybe panicked a little). 😅
Mario’s fix? Always test in a dummy account before touching a client’s live setup. Load that snapshot. Turn off every automation. Then—one folder at a time—turn things on and test.
✅ Controlled environment = fewer fire drills
2. Make It Modular
Ever looked at a monster snapshot with 49 workflows, 6 pipelines, and no idea what any of it does?
Yeah, don’t be that guy.
Mario’s advice: break your builds into smaller, purpose-driven pieces. Instead of cramming everything into one mega-snapshot, split your setup by brand, vertical, or feature. That way, if something breaks? You know exactly where to look.
✅ Modular = easier to fix, reuse, and scale
3. Document Everything (Like, Everything)
Your systems are only as good as your training. Mario reminded us that if clients don’t know what you built—or how to use it—they won’t value it.
Write simple SOPs. Create Loom videos. Heck, even a Google Doc with bullet points is better than leaving your clients guessing.
✅ Clear docs = less support, happier clients
One Analogy That Stuck
Mario compared HighLevel’s “Communities” feature to Slack — where users can jump between conversations (or groups) using the little nine-dot menu in the top right.
It sounds obvious once you hear it, but these kinds of relatable mental models help your clients feel confident inside the system instead of lost and overwhelmed.
TL;DR: HighLevel Success Comes Down to This
Here’s what I took from the session:
🧪 Test it before you scale it
🧱 Build modular, not monstrous
🧑🏫 Educate like it’s part of the product
Want more of this kind of insight, minus the guesswork? Head over to 👉 hlprotools.com — we’ve got plug-and-play tools and strategies for serious HighLevel builders.
Cool Free Thing: The Testimonial Workflow We Use Every Day
Before you can help businesses with your service, you need to build trust.
Fastest way to do that? ⭐️ Testimonials.
And in the spirit of free stuff… I’m giving you our team’s exact Testimonial Workflow. This setup makes collecting, editing, and organizing client reviews basically automatic.
It’s already working inside HighLevel — you just have to plug it in.
Use it. Make it yours. Then watch your social proof explode. 🚀
