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.
The problem
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.
The fix
Marketing falls flat without a platform.
Funnels, emails, ads, content — none of it matters if there's nothing underneath to catch the response. Landing pages, appointment scheduling, courses, automated follow-up, pipeline: 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.
Switching?
Coming from Redtail, Wealthbox, or ActiveCampaign?
Advisors come to us from every stack — and we've migrated them off every one of them. Nothing matches HighLevel for how an advisor practice actually runs, and migration is part of setup, not an extra.
See it in action
Watch the platform built for trusted advisors.
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
Done-for-you, start to finish.
Sign up
Choose your plan and create your account.
Your setup is pre-built
The free Advisor Starter Snapshot installs on day one — pipelines, automations, calendars, ready for a trusted advisor practice.
Onboarding
We train you and your team so you're confident from day one.
You're live
Start capturing and converting leads, with us in your corner.
Pricing
Simple plans. Real setup included.
Unlimited
- Everything in Starter
- Unlimited contacts & users
- Funnels & websites
- Automations & workflows
Pro
- Everything in Unlimited
- Advanced reporting
- Priority support
- Reputation & reviews suite
Every plan includes the Advisor Starter Snapshot — your account arrives pre-built for a trusted advisor practice, free. Same price as going direct; built for trusted advisors only here.
The monthly platform subscription is ongoing and doesn't credit toward hiring your marketing department — only one-time purchases (packs, suite, and setup) do.
The Snapshot Library
Growth playbooks, pre-built for trusted advisors.
Every pack 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.
Advisor Starter Snapshot
Free with every 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 — $500 each
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
The Advisor Growth Suite — all six playbooks
Any playbook is $500. All six are $1,500 — half price.
Premium packs — $1,000 each
The Core Six are playbooks you install once. These are capabilities that keep working every day.
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 usage billed at standard rates, disclosed upfront
Off the rack, or tailored?
Every pack 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 every packWe install the pack into your account, fully built and working — then you make it yours:
- Swap in your logo, colors & email signature
- Personalize the email & text templates with your voice
- Connect your calendar and phone number
- Our 60-minute checklist + walkthrough video guide every step
Done-For-You Setup
$1,500 flatWe do all of it for you — one flat fee, no matter how many packs you own:
- Your branding, calendars, phone & team — all configured
- Every email & text template rewritten in your voice
- Compliance disclosures placed throughout
- Every automation live-tested before we hand you the keys
- Covers everything you own — one pack or all eight
Every one-time purchase — packs, suite, or 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.
Get started
Start today.
Pick your plan and create your account — then we'll build your GoHighLevel setup and onboard you.
What trusted advisors say
Trusted by trusted advisors like you.
“Everything finally lives in one place — and the follow-up just happens.”
Advisor name, Practice
“They built it around how I actually work. I was live in days, not months.”
Advisor name, Practice
“The pipeline they set up paid for itself fast.”
Advisor name, Practice
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.
Do I need to be technical?+
No. We build and configure everything, then onboard you and your team.
What if I already use another CRM?+
We migrate you as part of setup — contacts, pipelines, and history. We've moved advisors off Redtail, Wealthbox, ActiveCampaign, Mailchimp, and plenty of duct-taped stacks.
What are the packs, exactly?+
Each pack is a complete, pre-built system installed into your account — the funnel, pipeline, automations, and follow-up for one outcome, like filling a seminar or generating referrals. It arrives working, with proven copy and flows; you personalize it with our checklist and walkthrough video, or add Done-For-You Setup and we personalize everything for one flat fee.
Do my pack purchases count toward hiring the marketing department?+
Yes — every ONE-TIME purchase (packs, the suite, customization, setup) credits toward your first month if you hire your marketing department within 30 days. The ongoing monthly HighLevel subscription is different: that's your platform, billed monthly, and it never credits toward a marketing department plan.
Can I cancel anytime?+
Yes — there are no long-term contracts. [PLACEHOLDER: confirm exact terms]
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?
Pick your plan and we'll build your GoHighLevel setup for you.