First off, hoping general discussion posts are fair game here, Jarid — if not, my apologies in advance. I’ve spent years working with WordPress menus and sub-menus, and I used to think that was as confusing as it gets. Then I met HighLevel. The interface is like a funhouse mirror maze with ambition. Is constant UI shuffling just part of the HighLevel lifestyle? I have noticed many youtube instruction videos do not line up with the current ui on ghl even though they may only be a couple months old. I did figure out some changes to my bot so removed that post. Thanks

Hey everyone, I’ve just finished building an outreach automation that has completely changed how I handle prospecting, and I wanted to share the JSON file with you all. The Problem: I was spending way too much time manually filtering leads on Apollo, writing individual icebreakers, and managing Google Sheets. It wasn't scalable. The Solution: I built an n8n workflow that automates the entire pipeline. You simply type who you want to target in plain English (e.g., "CEO of marketing agencies in New York"), and the AI handles the rest. How it works: 1. Natural Language Trigger: You input a simple text description of your audience. 2. AI Logic: GPT-4.5 converts your text into a complex Apollo Search URL automatically. 3. Scraping: Apify runs the search and extracts lead data (emails, LinkedIn URLs). 4. Hyper-Personalization: GPT-4o analyzes their profile and writes a "punchy," non-generic icebreaker (no more "I hope this finds you well"). 5. CRM Sync: Logs everything into Google Sheets. 6. Execution: Automatically triggers a PhantomBuster agent to send the connection request. The ROI: - Time Saved: What used to take me 3 hours of manual searching and writing now takes 2 minutes to set up. - Consistency: The system runs whether I’m awake or asleep. - Quality: The AI prompt is tuned to paraphrase their experience, making the messages sound human-written. The JSON file is attached below. Feel free to import it, add your API keys, and let me know if you have any questions about the setup!

I’m dropping a workflow today that solves the most expensive bottleneck in consulting: The Discovery Phase. We all know the drill. You sign a client, they dump 50 PDFs, contracts, and SOPs into a Google Drive, and you (or your junior staff) spend 2 weeks reading them just to figure out what’s broken. So I built an n8n workflow that does that 2-week "Document Review" in 5 minutes. This isn't just summarizing a PDF. It is a multi-agent RAG (Retrieval-Augmented Generation) system designed with a "Split Brain" architecture to handle heavy data loads without hallucinating. How it works: The Input: You submit a Google Drive Folder ID containing the client's "Data Room." The Brain (Vector Store): The workflow ingests binary files, runs them through a Recursive Character Text Splitter (to maintain semantic context across chunks), and upserts the vectors into Pinecone using OpenAI embeddings. The Investigation (The Secret Sauce): instead of dumping everything into one massive prompt (which degrades quality), I set up the Vector Store as a "Tool" and split the logic into 3 Parallel Agents. This allows each agent to query only the specific vectors it needs: - Operations Agent: Queries for process bottlenecks and workflow inefficiencies. - Risk Agent: Scans specifically for financial liability and contract loopholes. - Culture Agent: Retrieves data related to employee sentiment and toxic patterns. The Deliverable: It aggregates the outputs from all three branches into a structured "Gap Analysis Report" in Google Docs. The ROI: Speed: Walk into the kickoff meeting knowing their problems better than they do. Accuracy: Because I used a "retrieve-as-tool" logic, the AI cites the specific document for every finding. Scale: You can run this asynchronously for multiple clients without hitting token limits. JSON attached below. Requires an OpenAI key and a free Pinecone index.

I hate to admit it, but I'm guilty of shiny object syndrome. Ever since getting set up with GHL, I've seen dozens of gurus offering "shortcuts" or some sort of fast track to getting an agency up and running quickly. I've invested so much time reading PDFs and watching videos from these "experts" that I began to doubt I would EVER get this all figured out. Then I reached out to @Jarid Orgeron , and he suggested that I focus on the "AI Trinity." That's when I realized that I hadn't finished going through Jarid's AI training. I've spent the better part of the last three days immersed in his training, and I've been blown away by the quality and depth of it. Over the past 40+ years, I've owned several businesses, been booked on TV and radio programs, and spoken to groups of over 10,000 many times about sales—and yet Jarid's training had me taking notes as if I was a complete rookie. My only motivation for this post is to thank Jarid and to say that if you REALLY want a "shortcut" or fast track, look no further than the modules that Jarid has put in place.

What is everyone getting for insurance for your ai business? I keep seeing general liability,e&o and maybe cyber. Where from and how much $$.