Click ⁠To Book Your 1-1 Free 1 HR Personal Go High Level Business Planning Session. ⁠⁠

Click Here For A Free Trial Of ⁠Go High Level ⁠

Bust the Chaos Of Your Contacts And Conversations. Join The Challenge Now!

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.