Hey, guys, what's up? It's Christine Seale, the HighLevel queen,
and today we are going to talk about how to set up your contracts and payments
inside of HighLevel so you can cancel your contract management software and save more
money per month on your software subscriptions.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out, OK?
So step one, you want to insert your stripe API key,
you're going to put the API key in settings integrations and there's going
to be a little section called Stripe Account.
You're going to put your publishable key here and your secret key here.
OK, so if you don't know how to get your
API key, go into stripe, dashboard stripe, dot com API keys,
it's under developers and then API keys
and you're going to have your publishable key here and your secret key here.
This is production data.
So if you want to test it first,
click this view test data and it will give you your test keys.
Then you're going to go ahead and paste them into this box.
Step two, you want to create your contract form.
So we're going to go to marketing and then form builder.
We're going to click on create a new form and we're going to get the full name.
We're going to get the phone number.
We're going to get the email.
And we are going to
go to Stiles and turn off agency branding.
And then what we're going to do is we're going to go to custom fields.
We're going to click on add custom field and we're going to do signature,
OK, save it.
And then we're going to go find a signature
and drag it over.
All right.
And then if you want to even get more fancy,
you can do like a little
checkbox.
That says.
I agree to the terms above
and then you put that
here or you could put that underneath
and then you can put this is where you put
anything that you want to put in here, identifiable information.
OK,
so we're going to click, integrate form, save an exit,
step three.
We're going to go create our contract funnel.
So go to funnels and websites and create a new funnel.
You can name it contract
and then we're going to make a new step
called contract.
Go in and edit the page, do a quick little funnel.
Just going to quickly put this together.
Please do sign lo, OK?
And then we're going to add our form.
So go ahead and drag the form over
the form is your form that you just made cool.
Also what you're going to want to add probably about this.
All of your contract verbiage, OK?
All right, so you will get
X, Y and Z. I'm a lawyer.
I'm not going to give you contract verbiage in here.
You can go to a lawyer if you want and see what they have available.
But you need to put your contract in here and your form in here.
OK, and then you're going to go ahead and save it.
Go back out,
step for what you want to do is create a new stop
payments,
edit the page and this is where you're
going to insert your two step order form so that your client can pay you money.
OK, and I always go in here
and I turn off shipping because that's kind of silly and then save it.
And you're going to want to set up after you insert this.
You're going to want to go into products, out of product in here, and then
what you can do is tie it to your straight
products or you can just create a new product.
And if you want to start charging recurring, then you would add it here.
So let me go over to an account
that I actually have integrated so I can show you this.
OK, here we go.
So you can actually to add a product, you can do a subscription if you are
providing marketing services, but then here is where you're going
to link it to the strike plan that you already have.
So if it's marketing, let's say marketing growth, OK,
then you put the product description, then you put the trial period.
So this is where
you can put in that seven day trial or whatever to give yourself a week to get
everything set up before you start charging them.
You can also
you can also charge a set up fee right here with this upfront fees.
So if you have a thousand dollars set up
and you want to start charging them on day seven, that's how you would do that.
So you're going to go ahead and save it and then.
OK, so you want to go ahead and save that
and then the final step, you're going to want to test everything,
OK, so make sure that you go back into your funnel
and that you test everything.
So let's go in here.
We're going to make sure that our next funnel step,
you have to be really careful with this redirect action here.
I'm going to say go the next step
and then we're going to preview it
so you can fill this out.
OK.
And then sign it, that's working great, I agree, submit.
Cool. Let's see what happens next.
Oh, awesome. Look, you brought up the payment page.
OK, you can use your tester keys.
You can fill this out.
You can do a full test.
If you want to test a credit card,
it's for and then the rest once and any expiration date and CSV in the future.
Go ahead and test it.
And guys, if you want to learn how to automate your entire back end of your
agency, we actually teach that in our digital agency hacker program.
You can check the link in the description
to go create a free account and go see what that's about.
We have really enjoyed helping agency
owners to automate their entire onboarding and back in processes.
So go check that out, guys,
and don't forget to like and subscribe so you don't miss any future updates for me.
I'll see you next time.