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In a world of chock-full software application tools, Extendly’s snapshots provide a balance of affordability, specificity and support. Each snapshot is crafted for varied operational requirements and integrates perfectly with HighLevel CRM to ensure a smooth customer journey.
Quickly reproduce one of the most effective advertising and marketing approaches and setups for your agency in mins. This saves you time, guarantees consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to help you launch a white-labeled software program as a service (SaaS) company quickly. It furnishes you with a detailed set of devices and attributes to attract, support and convert leads into clients. This consists of a web site, sales funnels, custom-made form layouts, workflow automation, on the internet calendars for booking and scheduling, and Does Extendly Work.
Scheduled snapshots are a practical way for company leaders to keep their clients and stakeholders updated with performance reports. It conserves them the moment of developing their very own periodic records or visiting to get on-demand data. Rather, they can send a meaningful performance control panel on an arranged basis that’s pertinent to their objectives and problems to go over in their following testimonial conference.
When you develop a snapshot, all campaigns, themes, automations, types, personalized areas, tags, segments, racking up guidelines, pipelines, contacts and automated email and text projects that existed in your sandbox presently of development are automatically recorded right into the brand-new account you create from it. Additionally, you’ll also have accessibility to any existing images that are consisted of in the theme. You can select to either usage or erase the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share link that generates and sends out to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the excellent method to get your company started. It’s completely automated to make running your small customer accounts a wind, consisting of a representative website timetable a recall button, testimonials and referral requests, lead capture and email auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up sequences and more. It even includes a full agency arrangement and personalization 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 loved one financial security compared to recent years, which is good news for brokers and their customers. The snapshot additionally indicates an expanding interest among SMBs to connect with a PEO partner, which is a superb chance for brokers to aid their local business customers streamline benefits administration and include even more worth to the relationship.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel agency account. You are not permitted to present or re-sell the snapshot. You can, nonetheless, include it to as several sub-accounts within your agency 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 more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are making use of an additional system, please call us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and effectively. It equips you with a powerful toolkit to record leads, automate jobs and transform them right into clients. It also includes a step-by-step video clip that strolls you via the setup process.
The snapshot will certainly move the complying with items to a new client account:
Campaigns, themes, automations, kinds, custom-made areas, tags, section problems, racking up policies, pipelines, get in touches with and campaign records. Keep in mind that images from templates, campaigns and automation e-mails will not be transferred.
When you are ready to release the snapshot, click the Actions menu in the leading right edge of your firm view and select Load Snapshot. After that select the client account that you want to pack it into. You can then use any of the setups that you have changed in the snapshot.
You can also utilize this switch to rejuvenate the snapshot. If you produced a snapshot and after that develop 100 customer sub-accounts using it, this will certainly push any type of updates to all accounts that are linked to the snapshot.
Snapshots are great devices for transferring your GoHighLevel setup to brand-new and existing client accounts. They conserve you effort and time by decreasing the manual steps called for to set up your business’s automations. Extendly sticks out from other providers by offering extensive snapshots that are created to fulfill the demands of certain markets and typical use instances. Their SAAS snapshot, small company snapshot, 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 lets you group associated automations with each other. Organizing an Automation Library helps you work with lots of automations and prevents the danger of neglecting to upgrade crucial settings or unintentionally transforming something by mishap.
To create a new automation collection, click the “Add” button in the upper-right edge of the display. Next off, select the wanted tags and the resources that you want to back up. You can likewise establish the back-up schedule. The easiest choice is everyday with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s policy functions by examining all the tagged sources in your collection to see if any of them have been changed because the last backup. If it locates one, SM takes a new snapshot and checks the modifications once again. If it finds another adjustment, the earliest snapshot is deleted and its data is duplicated to the latest one.
The automated snapshot production workflow makes use of a state equipment that starts in the CREATION_START state and constantly checks the conditions to see to it that they are met. When the problems are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is developed or deleted.