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In a globe of overcrowded software devices, Extendly’s snapshots use an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for diverse functional demands and integrates perfectly with HighLevel CRM to ensure a seamless customer journey.
Conveniently replicate one of the most reliable marketing approaches and configurations for your firm in mins. This saves you time, ensures consistency and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to aid you launch a white-labeled software program as a service (SaaS) company fast. It equips you with a comprehensive collection of devices and functions to bring in, nurture and convert introduce customers. This includes an internet site, sales funnels, customized type templates, workflow automation, online schedules for reservation and scheduling, and Extendly 75% Off.
Scheduled snapshots are a practical means for firm leaders to maintain their clients and stakeholders updated with efficiency reports. It conserves them the time of developing their very own regular records or logging in to obtain on-demand information. Rather, they can send a significant performance dashboard on a set up basis that’s relevant to their goals and problems to review in their next review meeting.
When you develop a snapshot, all projects, templates, automations, kinds, customized fields, tags, sectors, scoring regulations, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox at the moment of development are instantly recorded right into the new account you produce from it. Additionally, you’ll also have access to any existing pictures that are included in the layout. You can select to either use or delete the snapshot. As soon as a snapshot is developed, you can import it right into various other GoHighlevel accounts utilizing a share link that generates and sends out to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect means to get your agency started. It’s completely automated to make running your small customer accounts a wind, consisting of a representative web site routine a call back switch, evaluations and referral requests, lead capture and e-mail auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even includes a full agency configuration and personalization 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 shows guarantee for family member financial stability contrasted to current years, which is great information for brokers and their customers. The snapshot likewise suggests a growing passion amongst SMBs to connect with a PEO companion, which is an excellent chance for brokers to help their small company customers improve benefits administration and add more worth to the partnership.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel agency account. You are not enabled to gift or re-sell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Go here for more information. * Please note that this snapshot is just offered for use with the GoHighLevel CRM. If you are using one more system, please call us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run smoothly and successfully. It equips you with an effective toolkit to capture leads, automate jobs and convert them right into clients. It likewise consists of a detailed video that walks you via the arrangement process.
The snapshot will transfer the adhering to products to a brand-new customer account:
Campaigns, templates, automations, types, custom areas, tags, section problems, racking up guidelines, pipelines, calls and campaign records. Keep in mind that images from templates, campaigns and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the top right edge of your company sight and select Load Snapshot. After that choose the client account that you wish to fill it right into. You can then apply any one of the settings that you have customized in the snapshot.
You can also use this switch to revitalize the snapshot. If you developed a snapshot and afterwards create 100 client sub-accounts utilizing it, this will press any kind of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They save you effort and time by lowering the hands-on actions needed to set up your business’s automations. Extendly sticks out from various other carriers by offering extensive snapshots that are created to satisfy the requirements of certain markets and typical usage cases. Their SAAS snapshot, small company snapshot, fitness snapshot and property snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team associated automations together. Organizing an Automation Library aids you collaborate with lots of automations and prevents the risk of failing to remember to update crucial setups or mistakenly altering something by mishap.
To develop a brand-new automation library, click the “Add” button in the upper-right edge of the screen. Next off, select the wanted tags and the resources that you wish to back up. You can likewise establish the backup timetable. The most basic choice is daily with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s policy functions by examining all the tagged resources in your cluster to see if any one of them have been changed considering that the last backup. If it locates one, SM takes a new snapshot and checks the changes once again. If it finds another change, the oldest snapshot is removed and its information is replicated to the most recent one.
The automated snapshot creation workflow makes use of a state maker that starts in the CREATION_START state and regularly checks the conditions to ensure that they are satisfied. When the conditions are met, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the problems are not satisfied, it moves to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is produced or erased.