Course 27 - Courses and Marketing Materials

Course 27 - Courses and Marketing Materials

Course status, lessons, and marketing material tracker

Last Updated: TBDHighLevel Training Series
50
Total
9
Live
41
Coming Soon
51
Lessons
5
Materials Done
1
Onboarding - Account Set Up for Success
Admin: HighLevel account configuration
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
2
Onboarding - Get to Know Your CRM
User: CRM orientation for new users
Live📚 2 lessons
▾
📦 Course & Marketing Materials
📋 Reference Guide ✓📓 Workbook ✓⚡ Quick Capture ✓📱 Social Media ✓🎨 Additional Media ✓
#Lesson TitleDateStatus
1Lesson 15/1/2026Planned
2Lesson 24/1/2026Completed
3
Launchpad Setup Guide
Optional: Q2/Q3 Release
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
4
Dashboard
Agency: Q2/Q3 Release
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
5
Contacts
CRM contact management and segmentation
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
6
Conversations
Unified inbox and messaging
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
7
Opportunities
Pipeline and deal management
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
8
Calendars
Appointment scheduling and booking
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
9
Phone - Voice and Texting
LC Phone, calls, SMS and A2P
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
10
Email Marketing
Campaigns, sequences and deliverability
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
11
Payments - Invoices and Estimates
Billing, invoicing and payment collection
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
12
Payments - Documents and Contracts
Proposals, contracts and e-signatures
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
13
Payments - Gift Cards
Digital gift card setup and management
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
14
Forms and Surveys
Lead capture and data collection
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
15
Web Chat and Live Chat
Website chat widget and live chat
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
16
Social Planner
Social media scheduling and publishing
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
17
Custom Values
Dynamic fields and personalization variables
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
18
Branded App
White-label mobile app setup
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
19
Website and Funnel Builder
Builder overview and core tools
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
20
Websites
Multi-page website building
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
21
Funnels
Sales funnel design and optimization
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
22
AI Funnel Builder
AI-generated funnels and pages
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
23
Webinar Funnels
Live and automated webinar setups
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
24
Ecommerce
Online store and product management
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
25
Blogs
Blog setup, SEO and content publishing
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
26
Domains
Domain setup, DNS and publishing
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
27
Countdown Timers
Urgency and scarcity tools
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
28
Quizzes
Interactive quiz funnels and lead scoring
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
29
QR Codes
QR code generation and tracking
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
30
Client Portal
White-label client dashboard
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
31a
Membership Courses
Course platform setup and delivery
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
31b
Membership Courses - New UI
Updated interface and navigation
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
32a
Membership Communities
Community groups and engagement
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
32b
Membership Communities - New UI
Updated UI and course integration
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
33
Affiliate Manager
Affiliate program setup and tracking
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
34
Brand Board
Brand assets and style management
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
35a
On The Go Mobile - Lead Connector
Mobile CRM app for agents
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
35b
On The Go Mobile - Lead Connector V2
Updated mobile app: Version 2
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
36
Facebook Lead Ads
Meta lead ad integration and automation
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
37
Ad Manager
Q2/Q3 Release: Ads inside HighLevel
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
38
Attribution
Lead source tracking and reporting
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
39
Reputation
Review management: Google and Facebook
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
40
Reputation - Video Testimonials
Collecting and displaying video reviews
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
41
Reporting
Analytics, dashboards and insights
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
42
Media Storage
File and media library management
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
43
Automations / Workflows
Workflow builder and automation logic
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
44
AI Employee
HighLevel's AI-powered assistant
Live📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
45
AI Agents
Custom AI agent configuration
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
46
Expanded - Custom Fields and Objects
Q3/Q4 Release: Advanced CRM
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
47
GoKollab
Planned: Collaboration platform
Coming Soon📚 1 lesson
▾
📦 Course & Marketing Materials
📋 Reference Guide ○📓 Workbook ○⚡ Quick Capture ○📱 Social Media ○🎨 Additional Media ○
#Lesson TitleDateStatus
1Planned
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