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In a globe of overcrowded software application devices, Extendly’s snapshots supply a balance of cost, uniqueness and assistance. Each snapshot is crafted for varied functional needs and integrates perfectly with HighLevel CRM to guarantee a seamless individual journey.
Conveniently reproduce the most reliable advertising and marketing approaches and arrangements for your firm in mins. This conserves you time, ensures consistency and helps 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 service (SaaS) agency quickly. It furnishes you with an extensive set of tools and features to draw in, support and convert leads into customers. This includes a site, sales funnels, custom-made kind design templates, workflow automation, online schedules for reservation and scheduling, and Extendly Affiliate Program.
Arranged snapshots are a practical means for firm leaders to maintain their customers and stakeholders up-to-date with performance reports. It saves them the time of developing their very own routine reports or visiting to get on-demand data. Rather, they can send out a significant efficiency control panel on a set up basis that’s pertinent to their objectives and problems to discuss in their following testimonial conference.
When you produce a snapshot, all projects, layouts, automations, forms, custom-made fields, tags, segments, scoring rules, pipelines, contacts and automated e-mail and text projects that existed in your sandbox presently of production are immediately captured into the new account you create from it. On top of that, you’ll additionally have accessibility to any type of existing photos that are included in the template. You can select to either usage or delete the snapshot. As soon as a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share web link that generates and sends out to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the excellent way to get your firm began. It’s completely automated to make running your small customer accounts a breeze, consisting of a representative site timetable a recall button, testimonials and reference demands, lead capture and email auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up sequences and more. It also includes a full firm arrangement and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for loved one financial security contrasted to current years, which is excellent news for brokers and their customers. The snapshot also shows a growing passion amongst SMBs to get in touch with a PEO companion, which is an exceptional opportunity for brokers to aid their local business customers improve benefits administration and add even more worth to the partnership.
This snapshot is a single purchase and only valid for use within 1 HighLevel agency account. You are not enabled to gift or resell the snapshot. You can, nonetheless, add it to as several sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Visit this site for more information. * Please keep in mind that this snapshot is only readily available for use with the GoHighLevel CRM. If you are using another system, please contact us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run efficiently and efficiently. It outfits you with a powerful toolkit to record leads, automate jobs and transform them right into customers. It also includes a detailed video that strolls you via the setup procedure.
The snapshot will certainly move the following things to a new client account:
Campaigns, design templates, automations, types, customized areas, tags, section conditions, racking up policies, pipelines, calls and project records. Keep in mind that images from layouts, campaigns and automation e-mails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the top right edge of your agency sight and choose Load Snapshot. Then choose the client account that you intend to load it into. You can then apply any of the settings that you have actually customized in the snapshot.
You can additionally utilize this switch to revitalize the snapshot. If you developed a snapshot and afterwards produce 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are linked to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by lowering the hand-operated steps called for to set up your business’s automations. Extendly stands out from various other suppliers by providing extensive snapshots that are designed to meet the needs of specific industries and common usage cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team associated automations with each other. Organizing an Automation Library aids you work with great deals of automations and stays clear of the threat of neglecting to upgrade crucial setups or inadvertently transforming something by mishap.
To create a brand-new automation library, click the “Add” switch in the upper-right edge of the screen. Next off, choose the desired tags and the resources that you intend to back up. You can also set the backup timetable. The simplest choice is day-to-day with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s plan functions by inspecting all the identified resources in your collection to see if any of them have actually been customized given that the last backup. If it discovers one, SM takes a new snapshot and checks the adjustments once more. If it locates an additional modification, the earliest snapshot is erased and its data is copied to the most recent one.
The automated snapshot creation workflow makes use of a state equipment that starts in the CREATION_START state and regularly checks the conditions to ensure that they are fulfilled. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or deleted.