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In a world of chock-full software application tools, Extendly’s snapshots offer a balance of affordability, uniqueness and support. Each snapshot is crafted for varied functional needs and integrates flawlessly with HighLevel CRM to guarantee a smooth user journey.
Quickly replicate the most reliable advertising techniques and setups for your company in mins. This conserves you time, ensures consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to help you launch a white-labeled software application as a solution (SaaS) firm quickly. It outfits you with an extensive collection of devices and features to draw in, nurture and convert leads into clients. This consists of an internet site, sales funnels, custom-made type themes, workflow automation, on the internet calendars for booking and scheduling, and Extendly Nested Folders For Workflows.
Scheduled snapshots are a practical means for agency leaders to keep their clients and stakeholders current with performance records. It saves them the time of developing their very own periodic reports or logging in to obtain on-demand information. Instead, they can send out a purposeful efficiency control panel on an arranged basis that’s relevant to their goals and issues to go over in their next testimonial meeting.
When you create a snapshot, all campaigns, design templates, automations, types, custom-made areas, tags, sections, racking up rules, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox presently of production are automatically caught right into the brand-new account you develop from it. Additionally, you’ll additionally have accessibility to any existing photos that are included in the template. You can pick to either usage or delete the snapshot. Once a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share web link that produces and sends to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best way to get your company began. It’s totally automated to make running your little customer accounts a breeze, consisting of a representative web site routine a recall button, reviews and reference requests, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It even consists of a full agency setup and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for relative economic security compared to recent years, which is excellent news for brokers and their customers. The snapshot additionally suggests a growing rate of interest among SMBs to connect with a PEO partner, which is an exceptional opportunity for brokers to help their local business clients simplify benefits monitoring and include even more value to the partnership.
This snapshot is an one-time purchase and only legitimate for use within 1 HighLevel firm account. You are not allowed to present or resell the snapshot. You can, nonetheless, add it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click on this link for even more details. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to review options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run smoothly and effectively. It equips you with a powerful toolkit to catch leads, automate tasks and transform them right into clients. It additionally consists of a detailed video that walks you with the setup procedure.
The snapshot will certainly transfer the adhering to products to a new client account:
Projects, design templates, automations, forms, custom-made areas, tags, segment problems, scoring regulations, pipelines, calls and campaign reports. Note that photos from templates, projects and automation emails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions food selection in the top right corner of your company view and choose Load Snapshot. After that pick the client account that you intend to fill it right into. You can then use any of the setups that you have customized in the snapshot.
You can additionally use this button to refresh the snapshot. If you created a snapshot and after that produce 100 client sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They save you time and effort by lowering the manual actions needed to establish your business’s automations. Extendly stands out from other companies by using extensive snapshots that are made to fulfill the requirements of details industries and usual use instances. Their SAAS snapshot, small company snapshot, physical fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you team associated automations with each other. Organizing an Automation Library assists you collaborate with multitudes of automations and prevents the danger of forgetting to update vital setups or accidentally transforming something by crash.
To develop a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next, pick the wanted tags and the sources that you intend to back up. You can also set the backup timetable. The most basic choice is daily with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s policy functions by examining all the labelled sources in your collection to see if any one of them have actually been customized given that the last back-up. If it discovers one, SM takes a new snapshot and checks the modifications once more. If it discovers another change, the earliest snapshot is deleted and its information is replicated to the most recent one.
The automated snapshot creation workflow makes use of a state machine that starts in the CREATION_START state and frequently checks the problems to ensure that they are satisfied. When the conditions are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it moves to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.