At MarketerM8, we know you’re busy running your business and that you don’t have the time or energy to learn complicated new software. That’s why we help with the setup of your HighLevel CRM and marketing automation—completely tailored to your requirements.

Our Simple, Structured On-Boarding Process

We keep it simple. No agency jargon or 'smoke and mirrors'. Over the last 16 years we’ve developed a clear, proven process to help small business owners quickly benefit from marketing automation, without the headaches:

Step 1: 20-Minute Discovery Call

We start with a free, no-pressure call to see if HighLevel is right for your business. We’ll openly discuss your goals, answer your questions, and make sure there’s a good fit before moving forward.

Step 2: Discovery Call & Marketing Automation Plan (MAP)

If we decide to move forward, we hold a detailed Discovery Call to understand your business inside and out, covering:

How leads currently find you

Existing processes and tools

Your biggest pain points

Time-consuming tasks

Using these insights, we craft your Marketing Automation Plan (MAP)—a visual roadmap clearly outlining where and how automation can best serve your business. We also identify your internal CRM Champion—someone on your team who will become the go-to person for managing your system day-to-day. We work closely with this person to ensure long-term success and reduce ongoing dependency on external support.

Step 3: Implementation in Three Clear Stages

We don't overwhelm you with tech. Instead, we implement your plan progressively, in collaboration with your CRM Champion, ensuring clarity and quick results: