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In a world of jammed software program tools, Extendly’s snapshots offer an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse operational needs and integrates perfectly with HighLevel CRM to make sure a seamless user trip.
Quickly duplicate the most reliable advertising and marketing techniques and setups for your company in minutes. This saves you time, makes certain consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to help you launch a white-labeled software application as a solution (SaaS) firm fast. It equips you with an extensive collection of tools and attributes to bring in, support and convert introduce customers. This includes a web site, sales funnels, custom form themes, workflow automation, on the internet schedules for booking and organizing, and Extendly End IVR Workflow Action.
Set up snapshots are a practical method for company leaders to keep their clients and stakeholders current with performance reports. It saves them the moment of developing their own routine reports or visiting to get on-demand information. Rather, they can send out a purposeful efficiency control panel on a scheduled basis that’s appropriate to their goals and issues to talk about in their following testimonial meeting.
When you develop a snapshot, all projects, design templates, automations, types, custom-made areas, tags, segments, scoring policies, pipelines, calls and automated e-mail and text message projects that existed in your sandbox currently of production are automatically recorded right into the new account you develop from it. Furthermore, you’ll also have accessibility to any existing photos that are included in the theme. You can select to either usage or delete the snapshot. When a snapshot is produced, you can import it right into other GoHighlevel accounts making use of a share link that creates and sends to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal method to obtain your agency started. It’s totally automated to make running your little customer accounts a wind, consisting of a representative web site timetable a call back switch, testimonials and reference requests, lead capture and email auto-responders, appointment suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It also consists of a complete company setup 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 reveals guarantee for relative financial stability compared to recent years, which is excellent news for brokers and their clients. The snapshot also suggests a growing passion amongst SMBs to get in touch with a PEO partner, which is an outstanding chance for brokers to help their small business customers simplify advantages management and add even more worth to the relationship.
This snapshot is a single acquisition and just valid for usage within 1 HighLevel firm account. You are not allowed to present or resell the snapshot. You can, however, include it to as lots of sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for even more details. * Please note that this snapshot is just offered for use with the GoHighLevel CRM. If you are using an additional system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and effectively. It furnishes you with an effective toolkit to record leads, automate tasks and transform them right into clients. It likewise consists of a step-by-step video clip that walks you with the setup procedure.
The snapshot will move the adhering to items to a new client account:
Projects, design templates, automations, forms, custom-made fields, tags, section problems, racking up regulations, pipelines, calls and project reports. Keep in mind that pictures from templates, projects and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the leading right corner of your agency view and choose Load Snapshot. After that select the client account that you intend to load it into. You can after that apply any one of the setups that you have actually changed in the snapshot.
You can additionally utilize this switch to revitalize the snapshot. If you produced a snapshot and afterwards create 100 customer sub-accounts utilizing it, this will press any kind of updates to all accounts that are linked to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel arrangement to new and existing customer accounts. They save you time and effort by decreasing the manual steps called for to establish your business’s automations. Extendly attracts attention from other suppliers by supplying extensive snapshots that are designed to fulfill the demands of specific industries and typical use situations. Their SAAS snapshot, local business snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team relevant automations together. Organizing an Automation Library helps you work with lots of automations and prevents the threat of neglecting to upgrade essential settings or accidentally altering something by accident.
To produce a new automation collection, click the “Add” button in the upper-right edge of the screen. Next, choose the desired tags and the sources that you wish to back up. You can also set the backup schedule. The most basic alternative is daily with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s plan works by examining all the tagged sources in your collection to see if any one of them have actually been customized because the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the modifications once more. If it discovers one more adjustment, the earliest snapshot is removed and its information is copied to the most recent one.
The automated snapshot development workflow makes use of a state machine that starts in the CREATION_START state and frequently checks the conditions to make sure that they are fulfilled. When the problems are fulfilled, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or erased.