The Platform
The GoHighLevel platform, custom-built for Trusted Advisors.
We're GoHighLevel experts. We took the all-in-one platform top operators already trust and custom-built it for trusted advisors — RIAs, insurance and annuities producers, college funding advisors, CPAs, and attorneys. It's the platform your practice runs on, whether we run it for you or you run it yourself.
Three ways to work with Spike
Trusted Advisor Platform
You're hereRuns your marketing. GoHighLevel with every advisor system installed, yours to drive.
Advisor Toolkit
Sharpens you. AI prompts, skills, courses, and templates for running an advisory practice.
Your Marketing Department
Runs it all for you. A CMO and every skill, with your platform driven by our team.
Why a platform
Your tools are working against you.
Most trusted advisors run their practice across a tangle of disconnected tools — one app for CRM, another for email, a calendar here, texting there, a funnel builder somewhere else. Leads slip through the cracks and follow‑up depends on memory.
One platform underneath it all.
Funnels, emails, ads, content — none of it matters if there's nothing underneath to catch the response. That's HighLevel. It's why every Spike client runs on it — and why you don't need to hire us at all. Buy it through Spike and it arrives custom-built for a trusted advisor practice.
Why Spike
We're GoHighLevel experts.
GoHighLevel replaces that tangle with one platform — and we've spent years making it work for trusted advisor practices specifically. You're not buying software from a no-name vendor; you're getting the platform top operators already trust, configured for your practice by people who live in it every day.
Keep your CRM
Your compliance CRM stays put. We connect to it.
Redtail or Wealthbox stays your system of record — GoHighLevel syncs contacts with it through secure automation, so marketing runs in HighLevel while the sensitive data stays where it belongs. Running eMoney? It works alongside: your clients' financial data never touches your marketing platform.
Retire the duct tape
The marketing stack is what HighLevel replaces.
Email blasts, scheduling links, funnel builders, spreadsheet follow‑up — that tangle collapses into one platform. Bringing your lists, sequences, and calendars across is part of Done‑For‑You Setup, done properly rather than left to you on a weekend.
Built for your practice
Pipelines and automations, tailored to your niche.
RIAs
- Prospect‑to‑client pipeline
- Discovery‑call booking + reminders
- Annual‑review automation
Life insurance & annuities producers
- Lead‑to‑policy pipeline
- Quote follow‑up automation
- Policy & annuity review reminders
College funding advisors
- Parent workshop funnel + registration
- FAFSA‑season follow‑up automation
- Family pipeline from inquiry to plan
CPAs
- Tax‑season follow‑up machine
- Document‑chase automation
- Advisory upsell pipeline
Estate planning attorneys
- Workshop‑to‑consultation funnel
- Referral intake + nurture automation
- Signing & review reminders
Family law attorneys
- Consultation booking + intake automation
- Client‑update touchpoints
- Review & referral engine
Business attorneys
- Inquiry‑to‑retainer pipeline
- Client onboarding automation
- Quarterly check‑in reminders
…and any trusted advisor. These seven are where we've built the most — but if clients trust you with big decisions, we'll build the platform around how your practice actually runs.
What's included
Everything your practice needs, in one place.
CRM & contacts
Every lead and client in one organized place.
Pipelines
See exactly where every prospect stands.
Booking & calendars
Let clients book; reminders go out automatically.
Email & SMS
Reach people where they actually respond.
Funnels & sites
Landing pages and forms that capture leads.
Reviews & reputation
Request and showcase reviews on autopilot.
Automations
Follow‑up that runs whether you remember or not.
Reporting
Know what's working at a glance.
How it works
Installed and working on day one.
Sign up
One plan, one price. We open your account the same day.
Your setup is pre‑built
Advisor Starter and every system install before your first login — pipelines, automations, and calendars.
We handle the technical part
Domain, email authentication, texting registration, calendar sync — done by us from a short intake. Then a 60‑minute checklist and walkthrough videos cover making it yours, or add Done‑For‑You Setup and we do that too.
You're live
Start capturing and converting leads, with us in your corner.
Technical onboarding, included
The setup that usually kills a new account. We do it before you log in.
Most platforms hand you a login and a help article. Four things have to be right before a single email lands or a single text sends, and nobody tells you until something fails. We send you a short intake — your domain, your business details, your calendar — and do all four within one business day of getting it back.
Your emails land in the inbox
We authenticate your sending domain — the records that tell Gmail and Outlook your email really comes from you. Skip this and your first campaign lands in spam.
Your texts are legal and deliverable
US carriers require every business to register before it texts; they call it A2P. We file your registration from your business details. Your first registration fee is on us; a resubmission caused by incorrect details is billed at cost.
Your calendar and booking page talk
Google or Outlook synced both ways, so a booking on your page lands on your calendar and a busy slot never shows as open.
Your web address points at your pages
Your domain, or a subdomain of it, connected — so funnels, booking pages, and your client portal live on your name, not ours.
Then Advisor Starter and every system are installed, your walkthrough videos are waiting, and the keys are yours.
What's installed
Pre‑built systems for trusted advisors.
Every system arrives installed and working — the funnel, the pipeline, the automations, and the follow-up for one outcome, pre-built with proven copy and flows, ready for you to make yours. Battle-tested with real trusted advisor practices, written compliance-aware. All of it is included with your plan: every system here, and every one we release next.
Advisor Starter
Installed with your planSign up for GoHighLevel through Spike and your account arrives already built for a trusted advisor practice — not an empty login.
- Advisor‑ready CRM fields — household, next review date, referral source
- Core prospect pipeline: New Lead → Booked → Met → Proposal → Client
- Speed‑to‑lead instant response & missed‑call text‑back
- Booking calendar wired straight into your pipeline
- Payments, invoicing & call tracking connected
The Core Six
All six are included with your plan, installed and ready to personalize.
Lead Nurture & Reactivation
Your existing list finally starts paying you back.
- Long‑term drip for not‑ready prospects
- Lead scoring & tagging
- Database reactivation campaign
- Gone‑cold re‑engagement
Seminar & Webinar Funnel
Fill the room, then fill your calendar.
- Registration page & confirmation flow
- SMS + email reminder cadence
- Attendance‑tracking pipeline
- Post‑event booking push & no‑show recovery
Referral Engine
Introductions become a system, not an accident.
- Referral‑ask cadence tied to review meetings
- Introduction‑tracking pipeline
- CPA & attorney partner program with tracked intros
- Thank‑you workflows
Annual Review & Client Care
Every client feels like your only client.
- Recurring review scheduling on autopilot
- Pre‑meeting prep & post‑meeting follow‑up
- Birthday, anniversary & life‑event touches
- A/B/C client segmentation
New Client Onboarding
From signed to settled — without the silence.
- Proposal → e‑signature → invoice, in one flow
- Document‑collection chasers
- Welcome series & 30/60/90‑day check‑ins
- Client portal, one login for everything
Reviews & Reputation
More reviews — the compliance‑aware way.
- Review requests built around the SEC marketing rule
- Disclosure placeholders baked in
- Compliance‑safe request copy
- Google review escalation where appropriate
Premium systems
The Core Six are systems you install once. These are capabilities that keep working every day. Included with your plan as well.
Course & Lead Magnet
Your own course as a lead magnet — hosted right in your platform. Pair it with your AI video clone and it stars you, without filming a thing.
- Course shell with modules, lessons & drip schedule
- Opt‑in funnel that trades the course for the lead
- Nurture‑to‑booking sequence
- Member portal, branded to your practice
AI Front Desk
A receptionist who answers every call — nights, weekends, and while you're in meetings — and books the appointment on the spot.
- Voice AI answers calls & books into your calendar live
- Conversation AI replies to SMS & webchat 24/7
- Compliance‑safe advisor scripts
- AI metered per use, or flat with the AI Unlimited add‑on
Off the rack, or tailored?
Every system is a great suit off the rack — built, pressed, and ready to wear. It still needs your name stitched in. Choose who does the fitting:
Self-Setup
Included with your planEvery system is installed in your account, fully built and working, and the technical setup is done — then you make it yours:
- Swap in your logo, colors & email signature
- Personalize the email & text templates with your voice
- Pick your phone number and set your hours
- Our 60‑minute checklist + walkthrough videos guide every step
Done-For-You Setup
$2,500 flatWe do all of it for you — one flat fee, across every system:
- Your branding, calendars, phone & team — all configured
- Every email & text template rewritten in your voice
- Compliance disclosures placed throughout
- Your contacts, pipelines & history migrated from your old CRM
- Every automation live‑tested before we hand you the keys
- Covers every system you have, all eight and counting
Done‑For‑You Setup credits toward hiring your marketing department if you join within 30 days.
One-time purchases only: the ongoing monthly HighLevel subscription is your platform, not a credit — it never applies toward a marketing department plan.
Pricing
One plan. Everything installed.
Same price as GoHighLevel's own Unlimited plan. The difference is what's inside when you log in: every system we've built for trusted advisors, already installed, with the technical setup done. The only thing that costs more is having us do the work for you.
Trusted Advisor Platform
or $2,970 a year, two months free. 14‑day trial. No contracts.
- The complete GoHighLevel platform — unlimited contacts, unlimited users
- CRM, pipelines, funnels, websites, calendars, courses & client portals
- Email, SMS, phone, documents & e‑signature, reviews, social planner
- Advisor Starter installed before your first login
- Every advisor system, current and future — all eight, and the next ones
- Technical onboarding done by us — domain, email authentication, texting registration, calendar sync
- Video academy, monthly live office hours, chat & email support
- Written compliance‑aware; works alongside Redtail, Wealthbox & eMoney
What costs more
Only the work we do for you, and one optional platform meter.
- Done‑For‑You Setup$2,500 one‑time
We make every system yours. Your branding, your voice in every template, your old CRM migrated, every automation live‑tested. Login within one business day.
- AI Unlimited$100 /mo
Flat‑rate AI — voice, conversation, and content AI with no pay‑per‑use billing. Off unless you want it on.
- Your Marketing Departmentfrom $3,500 /mo
Need a system we haven't built? Custom funnels, workflows, and campaigns are what the marketing department builds, every sprint. We run it — a CMO and every skill, with your platform driven for you.
Usage — emails, texts, your phone number, AI — bills separately at the rates shown in your account; the straight talk on every meter is below. Done‑For‑You Setup credits toward hiring your marketing department within 30 days. The monthly platform subscription never does.
Straight talk on usage costs
You pay for what you send. Not for who you know.
Contacts and users are unlimited — your book of 100,000 costs the same to store as a book of 100. What's metered is usage: emails, texts, your phone number. Most platforms charge the other way around, and that's exactly why they get expensive.
100,000 contacts. 5,000 emails a month.
and sending pauses past 12× your contacts
billed annually — and sends cap at 10×
and sends cap at 10× your profiles
5,000 emails runs a few dollars. No contact limit, no send cap.
Published list prices at 100,000 contacts as of August 2026 — Mailchimp Standard, ActiveCampaign Plus (billed annually), Klaviyo. Each also caps monthly sends at 10–15× your contact count, and Mailchimp counts unsubscribed contacts toward your bill until you archive them.
The costs that are separate — all of them
No one should discover a fee after the fact. Here is every meter that exists, plainly. Rates track carrier and platform costs, so they can change — your account always shows the exact current rate before anything bills.
Your phone number
Rented monthly — a few dollars for a local or toll‑free number.
Text messages
A few cents per message segment, sent and received, including carrier fees. One emoji shrinks a segment from 160 characters to 70, so a long message with an emoji costs more.
Carrier registration (A2P)
US carriers require every business texting from any platform to register — a small one‑time fee plus a small monthly campaign fee that continues while texting stays enabled, even in months you send nothing. We file it for you and the first registration fee is on us; a resubmission caused by incorrect business details is billed at cost.
Email sends
Fractions of a cent per email. This is the whole reason the math works in your favor.
Email verification
An optional list‑cleaning tool with its own small per‑email meter. Off unless you turn it on.
Advanced automation steps
Premium workflow steps — webhooks, spreadsheet syncs, marketplace apps — cost about a penny each past a small free allowance.
AI features
Metered per use — or add AI Unlimited for $100 a month and there is no pay‑per‑use AI billing at all.
The wallet
Usage bills from a prepaid balance that auto‑recharges from your card. You see every rate in your account before you spend a cent.
Get started
Start today.
Tell us about your practice and we'll open your account, install the advisor build, and walk you through it.
Questions
Before you start.
Is this the real GoHighLevel?+
Yes — it's the full GoHighLevel platform, set up and tailored for trusted advisors by our team.
Why $297 when GoHighLevel direct is $97?+
Because a $97 account is empty. Ours is GoHighLevel's Unlimited price with everything we built for trusted advisors inside — Advisor Starter, every system we've built, the technical setup done by us, training and office hours, and a team that lives in the platform every day. Nothing is gated: everything GoHighLevel ships, you get.
Do I need to be technical?+
No. The technical setup — your domain, email authentication, texting registration, calendar sync — is done by us before you log in, and your account arrives with the pipelines, automations, and systems already built. Personalizing it is a 60-minute checklist with walkthrough videos, or add Done-For-You Setup and we handle every bit of it.
What if I already use Redtail, Wealthbox, or eMoney?+
Keep them. Redtail and Wealthbox stay your system of record — GoHighLevel syncs contacts with them through their official automation apps, so your compliance data never has to move. eMoney runs alongside; your clients' financial data never touches your marketing platform. It's the marketing tools — ActiveCampaign, Mailchimp, Calendly, Acuity, spreadsheets — that HighLevel replaces, and bringing those lists, sequences, and calendars across is part of Done-For-You Setup.
What systems are included?+
All of them. Each system is complete and pre-built — the funnel, pipeline, automations, and follow-up for one outcome, like filling a seminar or generating referrals. Every system is installed in your account with your plan, along with every one we release next. (GoHighLevel calls these snapshots.) You personalize them with our checklist and walkthrough videos, or add Done-For-You Setup and we personalize everything for one flat fee.
What if I need a system you haven't built?+
Ask. If it fits every practice, we build it and every subscriber gets it — that's what always current means. If it's specific to your practice, that's department work: custom funnels, workflows, and campaigns are what Your Marketing Department builds every sprint, and Done-For-You Setup credits toward your first month if you hire it within 30 days.
Does what I spend here count toward hiring the marketing department?+
Done-For-You Setup does — it credits toward your first month if you hire your marketing department within 30 days. The monthly platform subscription is different: that's your platform, billed monthly, and it never credits toward a marketing department plan.
Are there usage costs on top of the monthly plan?+
Yes, and we'd rather you hear it from us: contacts and users are unlimited, but usage is metered — emails cost fractions of a cent each, texts a few cents per segment both directions, your phone number rents for a few dollars a month, and US carriers require a small one-time texting registration plus a small monthly campaign fee — we file that registration for you and the first fee is on us. Every rate is visible in your account before anything bills. That trade is the whole advantage: platforms that charge per contact cost hundreds a month for a big list you barely email.
Can I cancel anytime?+
Yes — there are no long-term contracts. Your plan runs to the end of the billing month and then stops. Done-For-You Setup is non-refundable once the work is delivered, and your data stays exportable for 30 days after you leave.
Want it run for you?
Hire your marketing department.
The Platform is yours to drive. If you'd rather hand the wheel to a full team — a CMO, every skill, and your HighLevel run for you — that's Your Marketing Department.
Your next step
Ready to get started?
One plan, everything installed, the technical setup done by us.