#320 · the $50/mo cold email stack (minimum viable, 2026)

youtube ↗AI & Automation

What's your opinion on using GHL versus a DIY approach (using Claude or code) for building automations for an AI automation agency targeting SMBs?

So, should I build and manage automations for clients using GHL or do it all myself? It depends. I think GoHigh Level is an awesome platform that gets you about 80% of the way there. If you're running naive offers or something like home services, you don't really need much more than 80%. You could get to 80% and then focus on getting as many leads into that pipeline as possible, say through ads. And honestly, you could crash. We have a lot of businesses that do crash. One business I worked with until recently, Dental Media Corp., ran everything 100% through Go High Level and they're making a couple hundred grand a month. They started about a year and a half ago, two years ago, and had a big run-up, working with dentists running simple offers. I've also worked with dozens of other businesses. One of my old roommates, actually one of my best friends, ran up a GHL sub-account business, which was pretty interesting. And even a big home services company I work with, doing a few million dollars a month, was on GHL until recently. So you can do really good things with GHL. However, if you're in a very high competition industry where the additional 20% is margin you can squeeze, optimizing a speed-to-lead system or adding extra functionality can be valuable. I like going above and beyond that because I think I can bridge the gap between 80% and 100% and make a bit of arbitrage, which is ultimately what business is.

ghlautomationsmbai agency

Related answers

youtube ↗Sales

Can you compare selling GHL (GoHighLevel) versus selling automation services built with tools like Make.com or NN, explain why you don’t run ads when promoting the ‘buy’ side, and clarify the difference between selling GHL as an affiliate/reseller versus selling your own automation solutions?

He explains that GHL is like a peg leg—it does many CRM functions well and gets you up and running fast, but it limits flexibility and articulation compared to tools like Make.com or NN, which act as glue and extensions of his own workflow, letting him build anything. He prefers those because they integrate seamlessly with his business, whereas GHL feels restrictive. He also notes that selling GHL often involves an MLM‑style resale model (buying a license and reselling sub‑licenses), while selling his own automation solutions means selling his expertise and custom‑built systems, which is fundamentally different from affiliate sales.

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youtube ↗AI & Automation

Most automation gigs seem to involve GHL (GoHighLevel). What are your thoughts on it, and do you have any experience with it?

Yeah, plenty of experience. My SaaS, Clarvo, is actually built similarly to GHL — a lot of our clients were using GHL, which is part of why we thought we could do better and turned it into a call-specific speed-to-lead solution instead. My old roommate also tried running a GHL white-label startup for a year, so I watched him work in GHL daily — he actually learned to code by customizing it. So yeah, you can definitely figure GHL out.

gohighlevelghlsaas tools
youtube ↗Agency Operations

What is your opinion on GoHighLevel (GHL) as an all‑in‑one CRM, and would you recommend diving into it?

I’d dip my toe in GoHighLevel by watching a 30‑minute tutorial and setting up a test environment (which costs about $297 for agency access). I’d spend only a couple hours experimenting—maybe building a simple automation—until someone actually asks me to build a GHL solution. That’s my general approach to new platforms: learn just enough to deliver value when a client needs it, rather than trying to master every feature upfront. Let clients guide what you learn based on the opportunities and money they present.

go highlevelcrmagency tools
youtube ↗Offers

Um, if my goal is to scale to 78 figures per month, uh, which path would you suggest?

If your goal is to scale to seven‑ or eight‑figure monthly revenue, first consider what you're selling. Moving into enterprise with large, intimately scoped contracts often means custom software development and would require scaling the team far beyond nine people, bringing a whole different set of problems I don't enjoy. Instead, I recommend what every lean agency does at the million‑dollar‑a‑month mark: productize the hell out of your offer—think Fat Joe level productization where fulfillment cost is near zero and you charge based on outcomes like placements or deliverables. For example, an old client of mine productized SEO to the point where you just order a $7,755 campaign on their platform with zero fulfillment cost. For your specific model—$10K up front and $35K over six months (about $4‑$6K monthly plus upsells)—you could increase the monthly retainer to $5‑$8K and average $60‑$70K per client. Also, consider niching down: sell outcomes, not the systems, and use automation just to deliver those outcomes (e.g., a cold‑email agency enabled by automation). As an unofficial note, Lewin’s white‑label GHL approach is a massive revenue ad with little effort, but I prefer to focus on creating high‑quality content rather than pushing software on everyone.

scalingproductizationenterpriseoutcome based