GoHighLevel for consultants
GoHighLevel for consultants and advisory firms
A consulting firm sells the time of a few people, and its account has to guard that time: calls handled while the consultant is with a client, a calendar for each advisor, and list emails sent only when the firm allows. We plan, build and run GoHighLevel (GHL) for consultancies and advisory firms, and every message and AI instruction is written out for your approval first.
Jobs we set up
What we build for consulting firms
The two job pages come first. The cards under them are delivered work with no page of its own yet.
Advisor calendars
A calendar for each chair or advisor, 1:1 calendars beside them, and a text to the advisor's phone when a meeting on any of them is cancelled.
See Advisor calendarsAI phone line
An AI voice agent that answers the firm's own number, and a take-a-message version that asks why each person called and skips alerts for pitches and spam.
See AI phone lineLaunch support for a digital-product firm
For a consultancy that sells digital products, we supported a launch on the setup it already had, and closed the work with a written log of what we did.
List sends held to your send windows
The firm sets the days and hours its list may hear from it, and sends to the list wait for those windows. That rule is live for a consultancy we support.
Why it fits
A consulting firm runs on calls, calendars and a list
Consulting firms share three habits. The phone rings while the person who should answer is with a client, more than one advisor takes bookings, and the firm keeps a list it writes to. HighLevel holds all three in one account. We've built for a consultancy that sells digital products, an executive peer-advisory chair and a business-transition advisory.
Rob Eason, a HighLevel Certified Admin, leads the team that plans, builds and runs these accounts. For the digital-product consultancy we tore nothing down: the firm already had its product setup, so our job was launch support on top of it. When that work ended, the firm got a written log of it, so nobody has to guess what changed in the account.
The same firm decides when its list may be written to, and sends to the list wait for those hours. HighLevel has a setting built for this, the workflow Time Window. An email or text due outside the window pauses and goes at the next open slot, while internal steps such as adding a tag or updating a field run straight away.
Texting needs care here. Some advisory firms build part of their list from cold calls, which leave no web opt-in behind. Texting registration reviewers check how each contact agreed to texts, and HighLevel lists a campaign rejection for a message flow they cannot verify. So before any text goes into a plan, we ask where each group of contacts came from. This is not legal advice.
What we won't build: texts to contacts who never opted in, or an AI that cold-calls your prospects. The FCC counts an AI-generated voice as an artificial voice under the Telephone Consumer Protection Act, so an AI voice of ours phones only people who gave written consent. This is not legal advice.
Services used
Setups a consulting account uses
Texting registration comes before any text, and only for contacts with an opt-in.
HighLevel Voice AI agents
Inbound and outbound voice agents on HighLevel's own builder, with transfers, booking and the consent rules outbound calling needs.
See Voice AI agentsHighLevel workflow automation
Nurtures, reminders, no-show recovery and reactivation, written out word for word and walked through by a test contact before launch.
See Workflow automationA2P 10DLC registration
Brand and campaign registration filed from your IRS EIN letter, and rejected campaigns fixed at the field the rejection code names.
See A2P 10DLC registrationHow a setup runs
From a call with Rob to a working account
A 1:1 with Rob
Tell Rob how prospects reach your firm today: the phone, a booking link, your list. He opens your account with you and names the gap that costs your advisors the most time.
The plan, word for word
Every email, every line the AI says, every form question and every alert to your advisors is written out in the plan document. You change what you like and approve it. Nothing is built before that.
Built in your account, with proof
We build inside your own HighLevel account, test each piece the way a caller or prospect meets it, and hand over a QA report with screenshots for every part.
A verdict on every change
After launch, a change request gets an answer before any work: a fix inside the scope we agreed, or new scope you can accept or decline.
Questions
What consulting firms ask before a build
Do you have to rebuild what we already have in HighLevel?
Can an AI answer our phone while we're with clients?
Can each advisor in the firm have their own calendar?
Can we text the contacts on our list?
Will our list emails go out at odd hours?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryTalk through your firm's account with Rob
Bring your phone setup, your advisors' calendars and a recent list email. Rob will show you where your firm's time leaks out, and what he would build first.