We value your consideration of this write-up on Extendly Referral Program for your demands.
In a world of chock-full software application tools, Extendly’s snapshots supply an equilibrium of affordability, uniqueness and support. Each snapshot is crafted for varied functional requirements and integrates perfectly with HighLevel CRM to ensure a smooth customer trip.
Easily reproduce the most reliable marketing approaches and configurations for your agency in minutes. This conserves you time, ensures consistency and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to assist you launch a white-labeled software program as a service (SaaS) agency fast. It furnishes you with a comprehensive collection of devices and functions to attract, support and transform leads into clients. This consists of a website, sales funnels, custom type themes, workflow automation, online calendars for booking and scheduling, and Extendly Referral Program.
Scheduled snapshots are a practical method for agency leaders to maintain their customers and stakeholders updated with performance records. It saves them the time of building their own periodic records or logging in to get on-demand data. Rather, they can send a meaningful performance dashboard on a set up basis that’s pertinent to their goals and issues to review in their following evaluation meeting.
When you develop a snapshot, all projects, layouts, automations, kinds, customized areas, tags, sectors, racking up rules, pipelines, calls and automated email and sms message projects that existed in your sandbox at the moment of creation are immediately caught right into the brand-new account you develop from it. Additionally, you’ll additionally have accessibility to any existing photos that are consisted of in the layout. You can pick to either use or remove the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts making use of a share web link that creates and sends to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the excellent way to obtain your company began. It’s totally automated to make running your little client accounts a breeze, consisting of a representative website schedule a recall switch, evaluations and reference demands, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a complete firm configuration and customization in your High Level CRM together with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for family member financial security compared to recent years, which is good information for brokers and their customers. The snapshot additionally shows an expanding rate of interest amongst SMBs to connect with a PEO partner, which is a superb opportunity for brokers to assist their small business clients enhance advantages management and add even more value to the connection.
This snapshot is an one-time acquisition and just valid for usage within 1 HighLevel company account. You are not enabled to present or re-sell the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of acquisition. Visit this site for even more details. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are utilizing another system, please call us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and effectively. It equips you with an effective toolkit to catch leads, automate tasks and convert them right into clients. It additionally includes a step-by-step video clip that walks you with the configuration procedure.
The snapshot will transfer the complying with items to a brand-new client account:
Projects, templates, automations, types, customized fields, tags, sector conditions, racking up rules, pipelines, contacts and campaign records. Note that pictures from templates, projects and automation e-mails will certainly not be moved.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your agency sight and pick Load Snapshot. After that select the customer account that you intend to pack it into. You can after that apply any one of the settings that you have actually modified in the snapshot.
You can additionally utilize this button to refresh the snapshot. If you developed a snapshot and then create 100 customer sub-accounts using it, this will push any type of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel configuration to new and existing client accounts. They save you effort and time by lowering the hand-operated actions needed to set up your business’s automations. Extendly stands apart from other companies by supplying detailed snapshots that are designed to satisfy the needs of particular industries and typical usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group relevant automations with each other. Organizing an Automation Library helps you work with great deals of automations and prevents the risk of forgetting to upgrade essential setups or unintentionally changing something by crash.
To create a new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, choose the preferred tags and the sources that you wish to support. You can additionally set the backup schedule. The most basic option is everyday with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s plan works by examining all the identified resources in your cluster to see if any of them have actually been modified considering that the last backup. If it discovers one, SM takes a new snapshot and checks the adjustments once again. If it discovers another modification, the earliest snapshot is erased and its data is copied to the most recent one.
The automated snapshot creation workflow utilizes a state device that starts in the CREATION_START state and constantly checks the conditions to make certain that they are fulfilled. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it relocates to DELETION_START and then to DELETION_FINISHED states until the snapshot is created or removed.