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In a world of jammed software tools, Extendly’s snapshots offer a balance of affordability, uniqueness and support. Each snapshot is crafted for varied functional demands and integrates flawlessly with HighLevel CRM to make certain a smooth user trip.
Easily reproduce the most reliable marketing approaches and arrangements for your agency in minutes. This saves you time, makes sure consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to help you launch a white-labeled software application as a service (SaaS) company quick. It outfits you with a detailed collection of devices and features to bring in, support and convert introduce clients. This consists of a web site, sales funnels, customized type design templates, workflow automation, on-line schedules for reservation and scheduling, and Extendly Agency & Client Support.
Set up snapshots are a convenient means for firm leaders to maintain their clients and stakeholders up-to-date with performance records. It conserves them the time of developing their own periodic reports or visiting to get on-demand information. Instead, they can send out a significant performance dashboard on a scheduled basis that’s relevant to their objectives and concerns to talk about in their next review conference.
When you develop a snapshot, all projects, templates, automations, types, personalized fields, tags, sectors, scoring policies, pipelines, calls and automated email and sms message campaigns that existed in your sandbox currently of development are immediately recorded into the new account you create from it. In addition, you’ll likewise have access to any existing photos that are consisted of in the design template. You can select to either use or delete the snapshot. Once a snapshot is developed, you can import it into other GoHighlevel accounts utilizing a share web link that generates and sends to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the excellent way to obtain your company began. It’s fully automated to make running your little client accounts a breeze, consisting of a representative website routine a call back switch, testimonials and referral requests, lead capture and e-mail auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up sequences and more. It also includes a full agency arrangement and personalization in your High Level CRM together with 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 shows pledge for family member economic security compared to current years, which is great news for brokers and their clients. The snapshot likewise indicates a growing interest amongst SMBs to get in touch with a PEO partner, which is an excellent possibility for brokers to aid their small company customers streamline benefits administration and include even more worth to the connection.
This snapshot is a single purchase and only valid for use within 1 HighLevel firm account. You are not allowed to present or market the snapshot. You can, however, add it to as several sub-accounts within your company as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more information. * Please keep in mind that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are using one more system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and successfully. It furnishes you with an effective toolkit to record leads, automate tasks and convert them right into customers. It likewise consists of a step-by-step video clip that walks you through the setup process.
The snapshot will certainly move the adhering to items to a new client account:
Projects, themes, automations, forms, custom-made fields, tags, segment conditions, racking up policies, pipelines, calls and campaign reports. Note that pictures from design templates, projects and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your agency view and select Load Snapshot. Then select the client account that you want to load it into. You can after that use any one of the setups that you have actually changed in the snapshot.
You can likewise use this switch to rejuvenate the snapshot. If you created a snapshot and then produce 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are connected to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel setup to brand-new and existing customer accounts. They conserve you time and effort by lowering the hands-on steps called for to establish your business’s automations. Extendly sticks out from other suppliers by offering extensive snapshots that are made to meet the demands of details markets and common usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group associated automations together. Organizing an Automation Library assists you deal with great deals of automations and avoids the risk of neglecting to upgrade important settings or mistakenly transforming something by accident.
To produce a new automation library, click the “Add” switch in the upper-right corner of the display. Next, select the preferred tags and the sources that you intend to support. You can additionally set the backup timetable. The most basic choice is day-to-day with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s policy functions by checking all the tagged sources in your cluster to see if any one of them have actually been customized because the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it finds one more modification, the oldest snapshot is deleted and its information is duplicated to the most recent one.
The automated snapshot creation workflow makes use of a state device that begins in the CREATION_START state and continuously checks the conditions to see to it that they are fulfilled. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not met, it moves to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is developed or removed.