New Templates Released for Multiple Categories

TL;DR

HighLevel released new templates across several categories, including ad platforms and workflows. This is a standard, incremental update.

Who this affects

HighLevel has not confirmed who is specifically affected. Agency owners leveraging HighLevel's template library for client delivery or their own operations should review the new offerings. Those not using templates can safely ignore this update.

What changed

HighLevel published new templates:

• 1 new Website template for Business Coaching & Consulting.
• 1 new Funnel template for Marketing Agency.
• 1 new Email template for Business Coaching & Consulting.
• 4 new Social templates (2 for 'Other', 2 for 'Home Services').
• 2 new Facebook Ad templates (Automotive - Car Detailing, Business Coaching & Consulting - Education Tutor).
• 5 new Google Ad templates (Other - Cell Phone Repair, Medical - Hair Regrowth, Marketing Agency - Digital Content Creator, Legal - Personal Injury Law Firm, Insurance - Commercial Insurance Services).
• 7 new LinkedIn Ad templates (Finance - Financial Investor, Insurance - P&C Insurance Advisor, Marketing Agency - Digital Networking Services, Creative - Engraving Shop, Business Coaching & Consulting - Learning Specialist, Real Estate - Home Loan Specialist, Finance - Financial Record Keeper).
• 1 new Workflow template (Insurance Policy Renewal Reminder).
• 1 existing template, Business Coaching & Consulting - Career Coach, was revamped with new copy, refreshed images, improved navigation, and heading tags.

HighLevel has not confirmed any limits, plan gating, or the rollout status for these new templates.

Where to find it

HighLevel has not confirmed the exact location for these new templates. Typically, website and funnel templates are found within the 'Sites' section, email templates under 'Marketing' or 'Automations', social templates under 'Social Planner', and ad templates within the relevant ad builder or template library sections. The new workflow template will be accessible in the 'Automations' tab under 'Workflows'.

How agencies will use this

An agency serving an insurance client looking to streamline policy renewals could utilize the new Insurance Policy Renewal Reminder workflow template. This template provides a pre-built automation structure. The agency would duplicate the workflow into the client's sub-account, then customize the email and SMS content within the workflow. They would link it to a trigger event, such as a custom field update marking a policy renewal date or a tag being applied. This allows the agency to quickly deploy an essential client communication automation without building it from scratch, accelerating client onboarding and value delivery. Meanwhile, an agency onboarding a new Business Coaching & Consulting client could leverage the new Website template to quickly launch a professional site, then use the new Email template for their initial outreach sequences, speeding up the client's time to market.

Our take

This is a standard template update. If you serve clients in the niches covered by these new templates, there might be a small efficiency gain. Otherwise, it's not a major development this week. No action is required unless a specific template aligns with your current client needs.