Navigating the world of CRM solutions, like High Level, can be a winding journey. For entrepreneurs, it’s essential to understand the ins and outs, the potential pitfalls, and the opportunities before diving in. This article explores the challenges of building a solution around High Level CRM, productising it, and the subsequent steps. It will also delve into the advantages of partnering with an existing agency to optimize results and drive profits.

1. What is High Level CRM?

High Level CRM is more than just a tool; it’s a comprehensive platform designed to manage customer relationships, automate marketing, and help businesses scale. As all-encompassing as it may sound, like every other software, it has its learning curve, which can be steep for some.

2. The Steep Learning Curve of High Level

The journey of mastering High Level can be complex and at time confusing. The platform offers numerous features that, while powerful, can be overwhelming for beginners. From setting up campaigns to integrating third-party tools, each step requires attention to detail.

3. Productising Your High Level Solution

Creating a product or service using High Level demands not just a deep understanding of the platform but also an ability to foresee market needs. It’s not just about building; it’s about building what sells. Productising means creating a repeatable, scalable, and sellable service.

4. Taking Your Solution to Market

The real challenge begins once your solution is ready. Marketing your productised service requires strategy, persistence, and a keen understanding of your target audience.

5. Acquiring Customers

Customers won’t come rolling in just because you’ve built something. Effective customer acquisition strategies, continuous feedback loops, and stellar customer service are paramount.

6. The Challenges of Going Solo

Going solo means wearing multiple hats. From being the product manager to the customer service rep, the journey can be exhausting. Plus, without the backup of an experienced agency, you risk reinventing the wheel or facing pitfalls others have already navigated.

7. The Power of Partnering AKA Affiliates with Other Agencies in Your Niche

When you partner with an established agency, you leverage their expertise, tools, and customer base. It’s like getting a jump start, skipping several initial steps, and diving straight into creating value.

Remember each agency, regardless of being in the same niche, possesses unique strengths, expertise, and experiences. By partnering, you’re not just combining resources; you’re creating a powerhouse of combined skills. This symbiotic relationship allows both parties to leverage each other’s strengths, covering weaknesses and expanding the collective knowledge base.

8. Front-End Value Creation

By partnering, you get to focus more on front-end value creation – refining user experience, enhancing customer service, and scaling your offerings.

9. The Financial Upside

Let’s talk money. Partnering can mean a quicker ROI. Instead of investing in trial and error, your investment goes into proven strategies, immediate action, and quicker returns.

10. Making the Right Choice

It all boils down to your goals, resources, and appetite for risk. Both paths – going solo or partnering – have their pros and cons. It’s essential to evaluate what aligns best with your vision and capacities.

Understanding Your Strengths

Before making any decision, it’s paramount to conduct a self-audit. What are your core strengths? If you possess an in-depth understanding of Technology, its functionalities, and can leverage it to suit your needs, venturing solo might be a feasible choice. Conversely, if your strength lies in marketing or understanding the niche and customer behavior, partnering with an agency that excels in technical aspects can bring a harmonious synergy.

Evaluating Resources at Hand

Resources don’t just refer to finances. Time, expertise, and human capital are equally valuable. Do you have a team that can navigate the steep learning curve of High Level? If yes, going solo might be within your reach. However, if you’re constrained by time or lack the required expertise, partnering becomes a strategic move. This allows you to tap into the existing resources of an agency, ensuring that your venture is well-supported from the get-go.

Risk Appetite

Every business decision is laden with risks. Going solo with High Level can offer a greater sense of control and potentially higher profits. However, the risks are also amplified – from misjudging market needs to potential implementation errors. Partnering reduces some of these risks, as you’re leveraging the experience and expertise of those who’ve been in the field. But, it also means shared control and potential revenue splits. It’s crucial to decide what level of risk you’re comfortable with.

11. The Significance of Niche Focus

In the vast world of CRM solutions and business offerings, having a niche focus can be your strongest asset. The digital landscape is crowded, and the competition fierce. To stand out, you must offer something unique, catered specifically for a particular audience.

Why Niche is King

A niche doesn’t just limit your competition; it allows you to become the authority in a specific area. By tailoring your services or products to a particular group, you can ensure that your offerings resonate with them deeply. This targeted approach means higher engagement, better conversions, and, ultimately, more satisfied customers.

Tailoring Your High Level Offer

When you have a niche focus, you can customize your High Level solution to cater exactly to that audience. Instead of offering generic solutions that try to please everyone (and often end up pleasing no one), your niche-focused High Level solution will address the specific pain points, needs, and aspirations of your target group. This tailored offering not only increases the perceived value of your service but also leads to more loyal customers.

Partnering with a Niche-Aligned Agency

Sometimes, even with a clear niche in mind, you might not have the resources or expertise to cater to it effectively using High Level. That’s where a partner comes into play. By teaming up with an agency that’s already aligned with your niche, you leverage their knowledge, tools, and connections. Such a partnership ensures that your offerings are not only technically sound but also market-relevant.

A niche-aligned partner understands the nuances of the market, the trends, and the gaps. This kind of alignment can lead to quicker product or service iterations, more efficient marketing strategies, and a better understanding of customer feedback.


Embarking on a journey with High Level CRM is undoubtedly an exciting venture. While going solo offers the thrill of building from scratch, it comes with its set of challenges and demands. On the other hand, partnering with an agency like ours or even someone else provides you with the leverage of expertise, tools, and a ready market. The key lies in understanding your strengths, weaknesses, and desired outcomes. So, before you sign up for High Level, weigh your options, consider the journey ahead, and make an informed decision for your business’s success. Want to talk to someone who’s used most CRM’s out there and been through the High Level Journey? Feel free to reach out for some unbiased advice and insights.

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