Get the 25-Point Expensive Mistakes Checklist

Before you sign, finance, hire, book, subscribe, or pay, use this checklist to catch hidden costs, bad terms, missed deadlines, and weak documentation.

The #1 Automation & Text Messaging Platform For Small Businesses

The first ever platform built to manage a Business's Follow up, two-way texting, pipeline, scheduling, and so much more.

Built for Agencies, By an Agency.

Your End-To-End Funnel Marketing Solution

Build forms and funnel pages to capture leads, user automated sms, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via text, phone, and Facebook Messenger (all in one stream!), and more!

Most expensive mistakes do not look expensive at first.

They usually show up as a low monthly payment, a free trial, a vague contractor quote, an unclear warranty, a missed deadline, or a rushed decision. The checklist helps you pause before the mistake becomes expensive.

  • A lower payment that costs more in total

  • A free trial that quietly renews

  • A contractor quote with missing scope

  • An extended warranty that duplicates coverage

  • An insurance claim without enough proof

  • A payment request that has not been verified

Use it before common money decisions.

Build Forms & Landing Pages To Capture Leads

Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in HighLevel.

Buying or financing a car

Check total cost, APR, term, add-ons, trade-in value, and insurance before signing.

Hiring a contractor

Review scope, permits, payment schedule, exclusions, and change-order rules.

Using credit or payment plans

Watch for minimum payments, deferred interest, BNPL stacking, and promo deadlines.

Starting subscriptions or trials

Record renewal dates, prices, cancellation steps, and proof of cancellation.

Insurance and documentation

Save photos, receipts, serial numbers, policy details, and claim proof.

Scams and security

Verify payment instructions, invoices, links, and urgent requests before sending money.

Get the checklist before your next big decision.

Convert Leads With Robust Automations

Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

Converse With Leads & Customers In One Place

Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!

Build & Manage Your Online Reputation

Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.

Complete Advanced Analytics Dashboard

The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!

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"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."

Christina Nelson