Adam McChesney Relaunches Agency with HighLevel from Day One

TL;DR

Adam McChesney relaunched Builders of Authority in October 2024, implementing HighLevel from the start. He built the agency to 35 team members and 85 clients by automating core operations.

Who this affects

This case study affects agency owners looking to scale operations, particularly those struggling with delegation or considering how to integrate HighLevel from the ground up in a new or relaunched business. HighLevel has not confirmed who specifically is affected.

What changed

Adam McChesney initially struggled with delegation, doing everything himself within his agency. He relaunched his business, Builders of Authority, in October 2024. During this relaunch, HighLevel was implemented immediately. HighLevel now manages automations, client follow-ups, calendar scheduling, and client delivery for Builders of Authority. The agency currently operates with 35 team members and serves 85 active clients.

Where to find it

HighLevel has not published the location of this specific feature or change. This is a case study of how an agency owner uses the platform. The tools mentioned, such as automations, follow-ups, and calendars, are standard features within HighLevel. They can be found under the "Automations" tab for workflows, the "Conversations" tab for follow-ups, and the "Calendars" tab for scheduling. Client delivery methods vary but often involve custom fields, forms, and funnel pages.

How agencies will use this

An agency owner can learn from Adam McChesney's experience by integrating HighLevel for core operational tasks from the outset of a new project or business. For example, upon acquiring a new client, an agency can use HighLevel workflows to automate the client onboarding process. This would involve sending automated welcome emails, setting up initial project tasks via internal notifications to team members, and scheduling kick-off calls through the HighLevel calendar. Follow-up sequences can then be established to ensure client engagement and task completion. Client delivery, such as providing access to reports or resources, can be streamlined using HighLevel's membership areas or by delivering content via automated email campaigns triggered by specific client actions. This approach allows the agency owner to focus on growth and strategy rather than getting bogged down in manual, repetitive tasks, addressing the initial trap of doing everything personally.

Our take

This is a major piece of content that illustrates effective HighLevel implementation. The key takeaway is the strategic decision to integrate HighLevel from day one when relaunching. This demonstrates a path to scaling by automating critical functions early, which is relevant for agency owners looking to improve operational efficiency and expand their client base and team without being constrained by manual processes. HighLevel has not confirmed the specific reason for its significance.