The first automations to set up in a small business
Five automations worth setting up first, and where a person checks each one.
GoHighLevel, which brands itself HighLevel, is software built for marketing agencies. Agencies can put their own brand on it, so some small businesses use it without knowing its name. This guide looks at it from the owner's side: what you get, what you pay, when it is worth it and what to settle before you sign, so your contacts and phone number stay yours.
Updated 29 October 2026, about 8 minutes to read
The short answer
It can be, if you will use most of it every day: the customer records, the shared inbox for texts and email, booking calendars and automations. It is poor value if you only need one piece, such as a text back after missed calls. If you get it through an agency, agree in writing before you sign who holds the account, the phone number and the domain, and how you get your contacts out.
HighLevel puts many tools in one account: customer records with sales pipelines, booking calendars, a website and funnel builder, forms, email and text messaging in one inbox, workflow automation, a phone system and review requests. That is useful if your team will live in it. It is wasted money if most of it sits untouched.
The software is rarely the problem. The setup, the person who uses it and the terms you agree with the agency decide whether it pays.
HighLevel is built mainly for agencies. Its pricing page describes a Starter plan for smaller businesses and solo marketers with a few sub-accounts, an Unlimited plan for growing agencies and a Pro plan for agencies that resell it as their own software. A sub-account is one business's space inside the agency's account: its contacts, calendars, pages and phone numbers.
Higher plans let the agency put its own brand on the app, so you may never see the HighLevel name. LeadConnector, or LC, is HighLevel's own name for parts of the platform, such as its phone system, LC Phone. If that name appears in the app you use or in your phone settings, HighLevel is underneath.
Messages, calls, emails and some AI features carry usage charges on top of the plan. HighLevel always bills those to the agency, and its help centre explains how agencies pass them on to clients, at cost on one plan and with a markup on another.
An agency's offer might bundle the software with setup and a monthly fee: a CRM, a booking calendar, a text back to missed callers, review requests and follow-up messages, under the agency's brand. The agency creates your sub-account in its own HighLevel account, connects a phone number and builds the automations.
That can be a good deal. You get a working system without learning the software, and a good agency writes the messages, tests the automations and fixes them when they stop. What you are really buying is the agency's work, so judge the offer on that:
An agency deal can have three parts. Ask for each one in writing:
In the US, business texting also needs A2P 10DLC registration with the carriers, which has fees of its own. HighLevel's help centre says that registration does not move with a number between accounts, so ask who registered yours and in whose name.
Then compare the total with what you pay today for the tools it would replace: a booking tool, an email marketing tool, a phone system, a CRM. If it replaces several and your team uses it, the bundle can come out ahead. If it replaces one, it rarely does.
HighLevel pays off for a business with these traits:
A two-van plumbing firm that misses calls while on jobs and loses quotes because nobody follows up is a fair fit, provided the office manager will use the inbox and the pipeline.
It is the wrong tool when:
In those cases, a smaller tool you control, or a spreadsheet and a shared inbox, does the job for less and with less to go wrong. Spreadsheet or CRM shows when a spreadsheet stops being enough.
Ask about this before you sign, not when you want to leave. If the agency deletes your sub-account, you lose access to everything inside it: contacts, conversations, calendars, pages, forms, automations and phone numbers. Plan the exit before you start:
Your phone number is the one thing customers cannot look up again. If the agency bought it in its own account, get in writing how it will be moved to you, before you sign.
Whoever builds it, you should be able to see and check every part before customers do. By launch, ask to be shown:
Two rules keep the messages out of trouble. Marketing texts go only to people who agreed to receive them, as text message consent rules explains, and each customer's answer is kept with their record. Review requests go to every finished customer the same way, because Google's review policy does not allow asking only the customers you expect to be happy.
Put these in the contract, or in an email the agency confirms:
A good agency agrees to most of this quickly. Hesitation over the phone number or the export is a warning.
You can sign up directly. HighLevel's pricing page lists a Starter plan for smaller businesses and solo marketers, a free trial and month-to-month billing. Then the account, the numbers and the data are yours from day one.
The trade-off is the work. HighLevel has a lot of screens, and it is built for agencies that set it up for many clients. Expect to spend real time on the setup, or pay a freelancer to build it inside your own account rather than theirs. That last arrangement gives you the agency's skill without the agency's lock-in.
Usage charges apply either way, so add texts, calls and emails to the plan when you price it.
If you signed up through an agency, you may never have looked behind the app. One screen share with your agency answers the questions that matter:
If any answer is "we would have to check", ask for it in writing. None of these questions is hostile. They are what any business should know about the system that holds its customers.
If the features you actually want are a text back after missed calls and reminders before appointments, check these first:
We set up missed-call text-back and reminders that reply where you already read messages, connected to the tools you use where they allow it, and your domain, site and accounts stay yours. See automation for how we build them and the prices page for what they cost. Reminders tied to your diary are covered in booking automation.
Yes. HighLevel's pricing page lists a Starter plan for smaller businesses and solo marketers, with a free trial and month-to-month billing. You then own the account and your data from the start. The catch is setup: it is built for agencies, so plan time to learn it or pay someone to build it inside your own account.
It depends on whose account holds it. If the agency bought it in its account, ask them to move it to yours before you leave. HighLevel's help centre says its support team coordinates moves between accounts, but A2P registration, call recordings and voicemails do not move with the number. Agree this in writing before you sign.
Yes, as a spreadsheet file, if your login has permission to export. Agencies set those permissions, so ask for an admin login or for the export itself. Export before you give notice, and check the file has every field you use, such as tags, notes and the source of each lead.
LeadConnector, or LC, is HighLevel's own name for parts of its platform, such as its phone system. Agencies can sell HighLevel under their own brand, so that name may be the only sign of the software underneath. Ask your agency which account your phone number and contacts sit in.
It includes one, with contacts and sales pipelines, plus booking calendars, a website and funnel builder, forms, email and text messaging, workflow automation, a phone system and review requests. That breadth is the point of it. A business that only needs customer records may be better served by a simpler CRM, or a spreadsheet to begin with.
Often, yes. HighLevel's help centre describes bringing numbers in from another provider and moving numbers between accounts. Keeping your own number is usually the better choice, because customers already have it. Before you move it, agree in writing that it stays in the business's name and how it comes back to you if you leave.