Quick start
- Navigate to Memberships on your main menu, select Courses, and click on Products.
- Click Create Product and select Start from Scratch.
- Add your Course Title and Course Description, and upload a high-quality thumbnail image.
Follow the detailed steps below to complete the setup.
Imagine this. You just landed five new clients for your consulting agency. You are absolutely thrilled. But then reality sets in. You have to spend the next three weeks jumping on endless, repetitive Zoom calls teaching them the exact same foundational concepts you taught your last ten clients.
Your calendar is completely booked with low-leverage onboarding. You are exhausted. You want to package your expertise into a scalable online course, but you think the tech is too complicated. You imagine duct-taping three different software platforms together just to sell a single video lesson, so you put it off and keep burning yourself out on 1-on-1 calls.
You cannot scale an agency if you are manually teaching the same curriculum every single day. HighLevel fixes this instantly. You can build, package, and sell a world-class online course right inside your CRM. Let us turn your brain into a scalable digital asset right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Create Your Course Foundation
First, we need to set up the actual product where your expertise will live.
- Navigate to Memberships on your main menu, select Courses, and click on Products.
- Click Create Product and select Start from Scratch.
- Add your Course Title and Course Description, and upload a high-quality thumbnail image.
- Set the foundational pricing model by selecting Free, Recurring, or One Time, and then click Create Course.
Part 2: Build Your Course Content
Now let us load up the actual learning material for your students.
- The course editor will open in a large workspace. Look at the left panel to see your course structure.
- Create your modules and add individual lessons within them.
- Upload your videos, quizzes, and downloadable PDF files directly into the main editor area.
- Simply drag and drop items in the left panel to organize the content into the perfect learning sequence, and save your changes.
Part 3: Package the Offer
Your content is ready, but now we need to package it into something people can actually buy.
- Navigate back to Memberships, select Courses, and click on Offers.
- Click the Create Offer button.
- Fill in your offer details to clearly communicate the value and assign your newly created course product to this specific offer.
- Set your desired exact price and click Create.
- Finally, switch your Offer status from Draft to Published and click Save.
Part 4: Launch and Share
Time to get this digital asset into the hands of paying customers.
- Stay on the Offers page and locate your newly published offer.
- Click the link icon to grab the direct checkout link for this specific offer.
- Click Copy.
- Drop this link into your email campaigns, landing pages, direct messages, and social media posts to start driving immediate sales.
Launching a course natively in your CRM transforms your expertise into a scalable revenue engine that runs completely hands-free.
Frequently Asked Questions
How do I create my Course Foundation?
First, we need to set up the actual product where your expertise will live. Navigate to Memberships on your main menu, select Courses, and click on Products. Click Create Product and select Start from Scratch. Add your Course Title and Course Description, and upload a high-quality thumbnail image. Set the foundational pricing model by selecting Free, Recurring, or One Time, and then click Create Course.
How do I build my Course Content?
Now let us load up the actual learning material for your students. The course editor will open in a large workspace. Look at the left panel to see your course structure. Create your modules and add individual lessons within them. Upload your videos, quizzes, and downloadable PDF files directly into the main editor area. Simply drag and drop items in the left panel to organize the content into the perfect learning sequence, and save your changes.
What should I know about package the Offer?
Your content is ready, but now we need to package it into something people can actually buy. Navigate back to Memberships, select Courses, and click on Offers. Click the Create Offer button. Fill in your offer details to clearly communicate the value and assign your newly created course product to this specific offer. Set your desired exact price and click Create. Finally, switch your Offer status from Draft to Published and click Save.
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