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In a world of chock-full software tools, Extendly’s snapshots offer an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for diverse operational needs and incorporates effortlessly with HighLevel CRM to ensure a seamless customer journey.
Quickly reproduce the most effective marketing techniques and setups for your company in minutes. This saves you time, makes sure consistency and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to assist you launch a white-labeled software as a solution (SaaS) firm quickly. It equips you with an extensive set of tools and functions to draw in, support and convert leads into customers. This includes a website, sales funnels, custom-made type templates, workflow automation, online schedules for reservation and scheduling, and Benefits of Extendly.
Scheduled snapshots are a hassle-free method for agency leaders to maintain their clients and stakeholders current with efficiency records. It saves them the moment of developing their very own regular records or logging in to get on-demand information. Instead, they can send out a meaningful efficiency dashboard on a set up basis that’s pertinent to their objectives and issues to discuss in their following review conference.
When you develop a snapshot, all projects, design templates, automations, types, custom areas, tags, segments, racking up guidelines, pipelines, get in touches with and automated e-mail and text message projects that existed in your sandbox currently of development are immediately caught right into the brand-new account you develop from it. On top of that, you’ll also have access to any type of existing photos that are included in the layout. You can select to either usage or delete the snapshot. Once a snapshot is produced, you can import it into other GoHighlevel accounts making use of a share link that creates and sends out to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the best method to obtain your agency started. It’s fully automated to make running your small client accounts a wind, including an agent site schedule a recall switch, evaluations and reference demands, lead capture and email auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a full company configuration and customization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one financial security contrasted to recent years, which is good news for brokers and their customers. The snapshot likewise shows a growing interest among SMBs to connect with a PEO partner, which is a superb chance for brokers to assist their small company clients streamline benefits administration and add more value to the partnership.
This snapshot is a single purchase and only valid for usage within 1 HighLevel firm account. You are not permitted to present or re-sell the snapshot. You can, nonetheless, add it to as lots of sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Visit this site for more details. * Please keep in mind that this snapshot is just readily available for use with the GoHighLevel CRM. If you are using one more system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run smoothly and effectively. It outfits you with a powerful toolkit to record leads, automate jobs and transform them into customers. It likewise consists of a step-by-step video clip that strolls you via the arrangement process.
The snapshot will certainly transfer the following things to a brand-new customer account:
Campaigns, layouts, automations, forms, customized areas, tags, section conditions, racking up policies, pipelines, calls and project records. Keep in mind that pictures from themes, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions food selection in the leading right corner of your firm sight and pick Load Snapshot. Then select the customer account that you intend to fill it right into. You can after that apply any one of the settings that you have actually changed in the snapshot.
You can additionally use this button to rejuvenate the snapshot. If you produced a snapshot and after that produce 100 client sub-accounts using it, this will certainly push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you time and effort by lowering the hands-on steps needed to establish your business’s automations. Extendly attracts attention from various other service providers by offering detailed snapshots that are made to satisfy the needs of specific markets and typical usage instances. Their SAAS snapshot, small company snapshot, health and fitness snapshot and property snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group relevant automations with each other. Organizing an Automation Library helps you collaborate with great deals of automations and stays clear of the danger of neglecting to update vital setups or mistakenly altering something by accident.
To create a brand-new automation library, click the “Add” switch in the upper-right corner of the screen. Next off, pick the desired tags and the sources that you intend to back up. You can likewise set the back-up routine. The easiest option is everyday with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan works by inspecting all the marked sources in your cluster to see if any one of them have been changed since the last back-up. If it finds one, SM takes a new snapshot and checks the changes again. If it discovers one more adjustment, the earliest snapshot is erased and its data is copied to the newest one.
The automated snapshot production workflow makes use of a state device that begins in the CREATION_START state and continuously checks the problems to see to it that they are fulfilled. When the problems are satisfied, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not met, it relocates to DELETION_START and after that to DELETION_FINISHED states till the snapshot is created or erased.