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In a globe of jammed software program tools, Extendly’s snapshots use an equilibrium of affordability, specificity and support. Each snapshot is crafted for diverse operational needs and integrates effortlessly with HighLevel CRM to make sure a seamless individual journey.
Quickly reproduce the most efficient advertising techniques and configurations for your firm in minutes. This conserves you time, ensures consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to aid you launch a white-labeled software as a solution (SaaS) agency fast. It furnishes you with a comprehensive set of devices and attributes to draw in, support and transform introduce customers. This includes a site, sales funnels, custom type themes, workflow automation, online calendars for booking and scheduling, and Extendly Affiliates.
Arranged snapshots are a convenient way for company leaders to keep their customers and stakeholders updated with efficiency records. It conserves them the time of constructing their own regular reports or logging in to get on-demand information. Rather, they can send a significant efficiency dashboard on a set up basis that’s appropriate to their goals and issues to discuss in their following review conference.
When you produce a snapshot, all campaigns, themes, automations, types, custom-made fields, tags, sectors, racking up policies, pipelines, contacts and automated e-mail and text message projects that existed in your sandbox right now of production are automatically caught into the new account you produce from it. On top of that, you’ll additionally have accessibility to any kind of existing pictures that are consisted of in the template. You can pick to either use or erase the snapshot. As soon as a snapshot is developed, you can import it into various other GoHighlevel accounts using a share link that creates and sends to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect way to obtain your agency started. It’s fully automated to make running your little client accounts a wind, consisting of a representative web site timetable a recall button, reviews and referral requests, lead capture and e-mail auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up sequences and even more. It even consists of a complete company 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 guarantee for family member financial stability contrasted to recent years, which is good information for brokers and their customers. The snapshot also shows a growing interest amongst SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to help their small business customers improve benefits management and add more worth to the relationship.
This snapshot is a single purchase and only valid for usage within 1 HighLevel company account. You are not permitted to gift or resell the snapshot. You can, nonetheless, include it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click on this link for more details. * Please note that this snapshot is only available for usage with the GoHighLevel CRM. If you are utilizing another system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and efficiently. It furnishes you with a powerful toolkit to capture leads, automate tasks and convert them right into clients. It likewise consists of a step-by-step video clip that walks you via the configuration procedure.
The snapshot will transfer the adhering to products to a brand-new customer account:
Projects, themes, automations, kinds, custom areas, tags, segment conditions, scoring policies, pipelines, calls and campaign reports. Keep in mind that pictures from themes, 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 corner of your company sight and choose Load Snapshot. After that select the client account that you want to load it into. You can after that use any of the settings that you have actually customized in the snapshot.
You can likewise utilize this switch to refresh the snapshot. If you created a snapshot and afterwards develop 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 terrific devices for transferring your GoHighLevel configuration to brand-new and existing customer accounts. They conserve you time and effort by lowering the hands-on actions called for to set up your business’s automations. Extendly sticks out from various other carriers by supplying detailed snapshots that are made to satisfy the needs of specific markets and typical use situations. Their SAAS snapshot, small business snapshot, health and fitness snapshot and realty snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group associated automations together. Organizing an Automation Library helps you work with multitudes of automations and prevents the danger of neglecting to upgrade essential setups or unintentionally transforming something by crash.
To create a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, pick the desired tags and the sources that you intend to support. You can additionally establish the back-up routine. The easiest choice is everyday with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan functions by examining all the identified resources in your collection to see if any one of them have been modified since the last back-up. If it locates one, SM takes a brand-new snapshot and checks the modifications once more. If it finds one more modification, the earliest snapshot is removed and its data is replicated to the most recent one.
The automated snapshot creation workflow uses a state maker that begins in the CREATION_START state and frequently checks the problems to make certain that they are met. When the conditions are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it relocates to DELETION_START and after that to DELETION_FINISHED states till the snapshot is produced or removed.