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HighLevel account audit

With John Bermudez · Updated November 2026

Quick answer

A HighLevel account audit is a hands-on review of your setup: phone and A2P registration, calendars, pipeline, automations, forms, tracking, reviews and AI. You get a prioritized fix list in plain English: what's broken, what's missing, and what to fix first. It's the fastest way to know whether you need training, setup help or just a few fixes.

Who it's for

  • You paid someone to set it up and it doesn't work
  • Leads go missing and you don't know why
  • You inherited an account and don't trust it

What you get

  • A screen-share review
  • A written report with a red/yellow/green rating per area
  • A 30-minute walkthrough

How it works

  1. 1

    Book a fit call

    A free 15-minute call to scope the audit.

  2. 2

    Review

    We screen-share through your account together.

  3. 3

    Report + walkthrough

    You get a written report and a 30-minute walkthrough.

Price

Free tool

Phone & A2P

Your number is set up for texting
A2P 10DLC registration is approved
Missed-call text-back is on

Calendars

Your calendar is connected
Confirmations send automatically
Reminders send before appointments

Pipeline

You have one clear pipeline
Every lead has a next step
Leads are tagged by source

Automations

New leads get an instant reply
Follow-up runs for 7+ days
No-shows get a reschedule text

Forms & tracking

At least one form is live
Google Analytics is connected
You know which source brought each lead

Reviews & AI

Review requests go out after jobs
You reply to every review
An AI front desk is set up (or planned)

Book or ask a question

Common questions

Do you need my login?
We review it together on a screen share, or you add a temporary user. You stay in control.
What happens after?
You fix it yourself, book 1:1 training, or get setup help.
How long does it take?
Is my data safe?
We don't export your contacts.
John Bermudez, HighLevel trainer in South Florida

John Bermudez

HighLevel trainer and consultant · Built Live · South Florida

who has taught HighLevel to 50,000+ business owners in 5+ countries over 2.5+ years

StrategistSpeakerBusiness Growth Trainer
Work with John

Keep learning

12 HighLevel Mistakes New Users Make

The common setup mistakes and how to fix each one.

HighLevel Setup Checklist

Set it up in the order that keeps things from breaking later.

Track Lead Sources

Know which channel brought every customer.

Prefer a room full of owners? Join the three-day event.

Three full hands-on days at the Hilton Miami Aventura. December 11–13, 2026. 15 seats per session.