Training · Free and open to all
Training · Free and open to allTactical Walkthroughs
One tactic per video, built live and ready to use the same day. Scripts, sequences, automations, and AI agents across all 5 pillars.
A walkthrough is the opposite of a masterclass: no theory, one artifact. We open the tool or the doc and build the thing: a question set for discovery calls, a one-page brand guide, an AI agent that qualifies inbound, or a follow-up sequence that doesn't read like a robot wrote it.
They span all 5 of our pillars: sales, marketing, branding, AI, and systems, not one platform. Some are systems set up inside a CRM. Others are a script, a prompt library, a pricing sheet, or a positioning exercise. If it can be made on screen and shipped the same day, it belongs here.
Watch and make it yourself for free. If you'd rather download the finished version: the snapshot, the prompt, the template exactly as it appeared on the call, that's what the Sell More Resources are for.
Who it's for
- Doers who want the exact steps, not the philosophy
- Small teams with no one to hand it off to
- Anyone who learns by making it once
Every walkthrough
Watch any build, free
Newest first. Each one has its own page with the video, a written breakdown, and the takeaways.
AITactical WalkthroughsDiagnostic AI Agents: Automate Problem Discovery Before the Pitch
AI agents fail when they pitch prospects prematurely. Learn how to configure HighLevel AI agents to assess prospect problems, collect diagnostic context, and route leads correctly.Watch and read
AITactical WalkthroughsHow to Keep Your AI Sales Agent from Giving Unauthorized Discounts
An AI sales agent must maintain firm pricing policies even when prospects demand cash discounts. You prevent price erosion by configuring clear system guardrails and explicit negative constraints inside your CRM knowledge base.Watch and read
SystemsTactical WalkthroughsStop AI Agent Hallucinations with Onboarding Frameworks
Standardized business frameworks prevent AI agents from hallucinating steps during execution. Define 4 core elements to build repeatable client onboarding workflows in HighLevel.Watch and read
SalesTactical WalkthroughsBuild an AI Diagnostic Agent in HighLevel
Build an AI diagnostic agent in HighLevel Agent Studio that evaluates survey submissions, enforces qualification rules, and creates structured CRM handoff tasks for your teamWatch and read
SystemsTactical WalkthroughsLayering an AI Knowledge Base for Every Agent in Your Business
Structuring your AI knowledge base into 5 distinct layers makes your business agents easier to update and test. Decoupling process, decisions, voice, templates, and cases ensures consistent behavior across all workflows.Watch and read
AITactical WalkthroughsCentralize Your AI Knowledge Base Across Every Agent
Build a single operating knowledge base in HighLevel to control prompt behavior, decision rules, and tone across all AI agents. Update operational rules in one place without editing individual agent prompts.Watch and readShare the library
Send it to the one person on your team who needs it
The training is free and open to all. Sharing is how the operator beside you stops guessing too.
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