4FP High Level
tailored for for
Financial Professionals
Concierge Onboarding — Easy as one, two, three!
Pre-configured
Turnkey Automations
World Class Support
Available 24/7/365
33% the cost
of the competititon
The ultimate marketing suite
Designed to support CFP® Practitioners and financial professionals
The quality and features of Hubspot, Keap, and other high end marketing platforms,
for 33% the cost of the cost and better support
Concierge Onboarding is easy as 1,2,3
After signing up you
Complete one form with the details about your business (10 mins)
Meet with our onboarding team to setup the technical details (60 mins)
Meet with our training team to ensure you know how everything works (60 mins)
What is it?
Now with AI EMPLOYEE
Welcome to an AI-infused space where sales, marketing, and CRM unite to strengthen your brand and skyrocket your earnings.
A suite of AI tools trained to support and represent your brand
Voice AI
Voice AI handles calls, updates contacts, and sends follow-up emails with ease, even kicking off workflows when needed.
Conversation AI
Create chatbots for SMS, Facebook, Instagram, and WhatsApp to engage customers, answer questions, and book appointments instantly.
Reviews AI
If compliance permits you to solicit reviews, Automate responses to reviews, showing customers and search engines that your business is active and responsive.
Content AI
Tell Content AI what you need written, and it’ll deliver custom copy and images that match your style and tone.
Funnels AI
Get a custom funnel page with personalized images and text in seconds—just describe your business, and Funnel AI does the rest.
Workflow Assistant AI
Easily build or understand workflows by outlining your needs, and let Workflow AI Assistant handle the setup and explanations.
One platform. Everything You need.
In One Place
Simplify automation, enhance communication, and accelerate your growth, all with ease.
Tools for every stage of the process
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
Capture
Capture leads using our prebuilt landing pages, surveys, forms, calendars, inbound phone system & more!
Nuture
Done for you nurture sequences and holiday messages to maintain consistent communication with your audience.
Close
Built in tools to track your pipeline, send contracts, schedule appointments, and track analytics!
Capture New Leads
HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within HighLevel so you can capture the appointment all in one straightforward flow.
Nurture Leads Into Clients
The backbone of HighLevel is what you are able to accomplish after you capture the lead.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.
CREATE MULTI-CHANNEL CAMPAIGNS
HighLevel allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate over text or using your virtual business line with your leads on all devices.
Close More Deals
Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your financial planning firm.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
AUTOMATED REMINDERS
Our integrated workflows ensure that you and your clients receive timely reminders for your meetings. Syncs with Microsoft, iCloud and Google calendars. Connect Zoom or Microsoft Teams.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
Create Membership Areas
Create a thriving community for your your clients by using our Membership Platform.
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
We offer unlimited users, offers, and products for your courses. You can create courses for your clients or for your own team!
Fully Automated Booking
Automatically book leads and prospects to your calendar without lifting a finger.
AUTOMATED NURTURE CONVERSATIONS
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING
Use Conversation AI to get prospects to book while you're in meetings or making plans.
ARTIFICIAL INTELLIGENCE BUILT IN
HighLevel allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation with Voice AI and Conversation AI.
Turnkey and Ready to Use
What do you get?
Engagement
Missed Call Text Back
2 Way Text & Email Conversation
GMB Messaging
Web Chat widget
Reputation Management
Facebook Messenger
GMB Call Tracking
Marketing & Automation
Email Marketing Campaigns
Forms to integrate your website
SMS and Email Templates
Holiday Campaigns
Funnel Templates
Workflows
Trigger Links
Websites
Opportunities and pipeline management
Triggers
Conversation AI
Communication
UNLIMITED Contacts
Membership Area
Calendar
Surveys
Social Planner
Blogs
Business Operations
CRM
Invoicing (integrating with Stripe, PayPal or Authorize.net
Affiliate Manager
All Reporting
Grow Your RIA With...
Join thousands of other businesses to learn how they’re being successful and growing their firm with HighLevel...and how you can do the same too.
ALL THE TOOLS IN ONE PLATFORM
The HighLevel Platform is everything that financial planning firms need to manage their client's leads, websites, funnels, calendars and many other services that are needed to maintain a loyal client base.
VOIP PHONES, A2P COMPLIANT SMS, MOBILE APP
Centralized communication tools, a wide array of communications and additional features being released every week. All built with the goal of streamlining your operations.
SUPPORT SERVICES INCLUDED
It is priceless to have a support team a click of a button away at all times.
We also offer services such as Facebook Advertising, Google Advertising, and Social Media Posting.
What are your Prebuilt Assets?
The platform comes setup with Prebuilt Assets that work together to create a seamless experience
Your Setup Snapshot Includes:
Extensive Workflow Automations
Pipelines, & Intake Forms
Templated Website Pages
Templated Lead Magnet Funnels
52 Weekly Nurture Text Messages
52 Weekly Nurture Emails
12 Holiday Emails with your brand
Tags,Custom Fields, Custom Values
Meeting Reminders
Demo Calendar
Promotional Offer Workflows
7 Getting Started Emails
And tons more…
Add Ons:
Host your Wordpress Website
Yext Listings
Reputation Management
Content AI content writers
Funnels & Forms
7+ Funnels
11+ Forms
Request A Call Back, Schedule An Appointment, And Many More Forms & Funnels Needed To Run A Small Business
4 Different High Converting Lead Opt-Ins
Pipelines
Easy to manage pipelines and fully automated
Pipelines for appointment requests, lead opt-ins, cancellation/No show pipeline
Custom values, custom fields, tags & triggers
List of 20+ tags for segmenting your contacts
100+ triggers to automate any event
40+ Custom Values To Easily Install & Implement The Snapshot
Extensive Workflows
100+ Workflow Automation Actions
Website Schedule A Call Back Button, Automated Review Requests, Email Opt-In Lead Sequence, And So Much More…
Holiday & Birthday Promos, Lost/Inactive Client Workflows, No-Show Workflows, Follow-Up Workflows, Appointment Reminders, Etc.
Support Team & Resources
Chat on Every Screen
You can access our support team at any time from your dashboard with both chat and ticket based support. They will jump in with you to help you fix your issue, or jump on a Zoom meeting to help you.
Escalated Support
If our team can't help you through chat we will schedule to meet with you on zoom to resolve your issue or escalate it to our internal teams to be fixed in the background.
Walkthrough Guides
Easily searchable and ever growing library of support topics with step by step instructions.
Training Videos
A separate series of training videos that allows your to easily train your team. Get new users up to speed with just the parts of the software that are most important them.
It’s the fastest way to train new users from start to finish.
Consolidate costs with 4FP High Level
and 1000s of integrations
Getting Started with 4FP Agency's GoHighLevel
Onboarding and Snapshot Setup Fees for $300 (Valued at $1000)
All Plans Include:
Concierge Onboarding as easy as 1, 2, 3
24/7/365 Support team available by chat, email, and zoom
Financial Planner
Pre-configured Snapshot
Templated funnels and automations
Pre-built Message Templates
Comprehensive security
Get hundreds of feature updates every quarter
Conversation AI (respond to chat, text and DMs)
Voice AI (Answer the phone and take requests)
Content AI (Write content in-line with your brand)
Workflow Assistant AI (suggest how to make an automation)
Funnels AI (Make funnels for you)
Reviews AI (Ensure every client receives the same requests to review)
Lite Plan
$97/month
$97 USD if paid monthly
2 Way Text & Email Conversation
GMB Messaging
GMB Call Tracking
Calendar
CRM
Email Marketing
Campaigns
Workflows
SMS & Email Templates
Forms
Triggers
Reputation Management
Reporting for Google Ads, Facebook Ads, & Phone calls
Website Chat Bot
Facebook Messenger
Text To Pay
Social Planner
Invoices
Proposals & Estimates
Contracts & Digital Signatures
Payouts to your bank account
Opportunities
Websites
Membership Communities
eCourse Software
Certificates
Blogs
Most popular
Professional Plan
$297/month
Web Chat
Facebook Messenger
Text To Pay
Social Planner
Surveys
Invoices
Proposals & Estimates
Opportunity/Deal Management
Contracts & Digital Signatures
Payouts to your bank account
All tools you need to manage payments
Websites
Blogs
2 Way Text & Email Conversation
GMB Messaging
GMB Call Tracking
Calendar
CRM
Email Marketing
Campaigns
Workflows
SMS & Email Templates
Forms
Triggers
Reputation Management
Reporting for Google Ads, Facebook Ads, & Phone calls
Membership Communities
eCourse Software
Certificates
Professional Plan with LMS
$386/month
Membership Communities
eCourse Software
Certificates
Web Chat
Facebook Messenger
Text To Pay
Social Planner
Surveys
Invoices
Proposals & Estimates
Opportunity/Deal Management
Contracts & Digital Signatures
Payouts to your bank account
All tools you need to manage payments
Websites
Blogs
2 Way Text & Email Conversation
GMB Messaging
GMB Call Tracking
Calendar
CRM
Email Marketing
Campaigns
Workflows
SMS & Email Templates
Forms
Triggers
Reputation Management
Reporting for Google Ads, Facebook Ads, & Phone calls
Onboarding and Snapshot Setup Fees for $300 (Valued at $1000)
All done with you using the support of our concierge onboarding team
DO YOU WANT TO ATTRACT IDEAL CLIENTS?
Every tool that we offer at the 4FP Agency is chosen with the goal of helping you attract and maintain a great group of ideal clients.
DO YOU WANT TO KEEP YOUR CLIENTS FOR DECADES?
With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.
DO YOU WANT TO CONSOLIDATE COSTS?
Rather than multiple systems and costs, you have everything you need in one place.
Our Guarantee
Standing Behind Your Investment
We are so confident in our products and services, that we back them with a 60 day guarantee.
If within the first 60 days of ownership you are not satisfied with the capabilities of our tools, you can request a refund (minus costs for work completed) by writing to [email protected] or by calling +1 (503) 994-5669