The Common Onboarding Error That’s Costing You Clients
The Common Onboarding Error That’s Costing You Clients  
Podcast: The HighLevel Experience
Published On: Wed Mar 11 2026
Description: 82 - The Common Onboarding Error That’s Costing You ClientsVit sits down with entrepreneur and systems thinker Jason Rule, co-founder of GHL Plugins, for a tactical deep dive on removing friction to unlock scale inside HighLevel. Jason traces his path from building an early SaaS for car dealers in the late ’90s to owning GNC stores, scaling Driven Nutrition into 2,300 CrossFit gyms, and ultimately creating tools that make HighLevel faster, smoother, and more profitable for agencies.They unpack why custom values are the hidden constraint in HighLevel, how snapshots and standardized processes create true leverage, and the exact tools Jason’s team built to eliminate bottlenecks—from rapid custom-values deployment and guided onboarding to a built-in project manager/support desk. Jason also demos Pulse AI, a HighLevel App Marketplace app that ingests conversations, scores sentiment, flags at-risk and hot opportunities, and delivers a daily “silver platter” of action items for your clients (or your own agency).Special Offer 🤩📣Try Pulse AI free for 7 daysPulse AI analyzes your client conversations and delivers a daily “silver platter” of insights: hot leads, churn risks, executive summaries, call quality, speed-to-lead, and more. Go to https://highlevelexperience.com/ghlplugins to claim the special offer.About Jason RuleJason Rule is an entrepreneur and systems strategist obsessed with removing friction. He’s a Co-founder of GHL Plugins, creators of workflow-enhancing tools for HighLevel agencies and SaaS founders. Former owner of GNC franchises and founder of Driven Nutrition, scaled across 2,300 CrossFit gyms. A longtime marketer/operator who blends automation, operations, and performance to help agencies scale without chaos.Highlights 🔥Key points we talked about in this pilot episode!👉 [00:02:00] Transition from Supplements to HighLevel - Jason discusses his transition from owning GNC stores and running a supplement company to developing tools for HighLevel, emphasizing the importance of solving problems for agencies. 👉 [00:15:00] The Role of Custom Values in Scaling - Jason and Vit dive into the significance of custom values in HighLevel, explaining how they can be a constraint at scale and the leverage they provide when standardized. 👉 [00:21:00] Tools for Efficient Custom Values Management - Jason introduces tools like the Custom Values Form Editor and CV Initiator, which streamline the deployment of custom values and snapshots, making agency operations more efficient.👉 [00:57:00] Guided Onboarding and Project Management - Jason demonstrates the onboarding tool and project management system, explaining how they help agencies guide clients through setup and manage support tickets effectively.👉 [01:28:00] Pulse AI: Insights from Conversations - Jason showcases Pulse AI, a tool that analyzes conversations to provide actionable insights like sentiment and follow-up priorities, helping agencies manage client interactions better.👉 [01:18:00] Overcoming Common Agency Friction Points - Jason identifies common friction points in agencies, such as onboarding and support, and discusses strategies to address them for smoother operations and better client retention.👉 [01:49:00] Closing Thoughts and Life Balance - Jason shares personal insights on balancing business efficiency with family time, encouraging listeners to continuously improve their processes while prioritizing personal relationships.Our Sponsors:We’re proud to partner with some of the top industry leaders who help make the HighLevel Experience Podcast possible:HighLevelHighLevel is the all-in-one sales, marketing, and automation platform powering thousands of agencies and businesses worldwide. From AI tools to funnels, CRM, workflows, chat, reviews, and more—HighLevel helps you automate, scale, and deliver better results with one powerful system.Click here to get 30-day extended free trial of Highlevel HL Pro Tools - Your All-in-One Agency ToolkitHL Pro Tools helps HighLevel users scale faster with daily coaching, industry-specific snapshots, done-for-you onboarding, branded demos, theme customisers, and white-label resources. It’s the ultimate toolkit for agencies wanting to grow, automate, and stand out — just like we do at the High Level Experience. - Click here to learn more about HL Pro ToolsVAHub PROFree Up Your Time with HighLevel-Pro VAs — $297 Onboarding Fee Waived!Meet VA Hub PRO—the ultimate VA agency built just for HighLevel users. Imagine having a team of skilled “HighLevel ninjas” who handle your GHL tasks flawlessly, freeing you to focus on growth, client meetings, and closing deals. I’ve seen the impact firsthand with my own VAs, Komal and Eyanda—they’re game-changers. Right now, VA Hub PRO is waiving the $297 onboarding fee. Book your call at highlevelexperience.vahubpro.com.Level Up MarketplaceA cutting-edge platform designed to extend the functionality of HighLevel, offering a wide range of custom apps and workflow actions tailored to meet the diverse needs of agencies and SaaS businesses. As one of the only six global HighLevel developer partners, Level Up Marketplace provides innovative solutions that streamline processes, enhance customization, and enable new revenue streams. Whether you're looking to replace external tools like Zapier with native HighLevel integrations or seeking unique app functionalities to solve specific business challenges, Level Up Marketplace delivers agile, high-quality applications that empower agencies to scale and optimize their operations effortlessly. With a commitment to continuous development and community-driven innovation, Level Up Marketplace is redefining what’s possible within the HighLevel ecosystem. SPECIAL OFFER FOR OUR PODCAST LISTENERS! Use promo code VITMULLER at checkout to get 20% discount on your Level Up Marketplace Subscription! Click Here To Sign UpMy CRM SimUnlimited SMS & WhatsApp for HighLevelGet your SMS & WhatsApp marketing up and running effortlessly in 5 minutes with myCRMSIM + High Level and enjoy unlimited text messaging capabilities without the hassle of A2P registration or per message charges. Click here to get started for only $7 for your first month by using a promo code HLE7 at checkoutLove This Podcast?Please rate and review in your favorite app by clicking hereSubscribe to High Level Experience Newsletter!Subscribe to our newsletter for exclusive updates, strategies, and a front-row seat to the latest GHL feature reviews, all tailored to propel your journey to HighLevel greatness. Join us now and be part of a community that's redefining success in the digital age! 🚀💼🎧✨Click here to subscribeShare your story to be featured on our next episode! Each episode we feature 3 different GHL agencies sharing 1 inspiring story of businesses and impact made for them as a result of using HighLevel. Click here to submit yours!🎤Got a Beef 🥩with HighLevel? Let’s Hear It!🎤Share it in 60 seconds and join our podcast party! It's your chance to make software talk entertaining