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In a globe of overcrowded software application tools, Extendly’s snapshots supply a balance of price, specificity and assistance. Each snapshot is crafted for varied operational requirements and incorporates flawlessly with HighLevel CRM to make sure a seamless customer journey.
Conveniently duplicate the most efficient advertising and marketing methods and setups for your agency in minutes. This conserves you time, makes certain consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to help you launch a white-labeled software as a service (SaaS) firm fast. It equips you with a detailed set of devices and functions to attract, nurture and transform introduce clients. This includes an internet site, sales funnels, custom type layouts, workflow automation, on the internet schedules for booking and organizing, and Extendly Billing.
Set up snapshots are a convenient way for firm leaders to maintain their clients and stakeholders updated with performance reports. It saves them the moment of constructing their very own regular reports or logging in to get on-demand data. Instead, they can send out a significant performance dashboard on a set up basis that’s appropriate to their goals and problems to discuss in their following evaluation meeting.
When you produce a snapshot, all projects, design templates, automations, kinds, personalized areas, tags, sections, scoring regulations, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox presently of creation are instantly recorded right into the brand-new account you create from it. In addition, you’ll additionally have access to any kind of existing images that are included in the layout. You can pick to either use or erase the snapshot. When a snapshot is created, you can import it right into various other GoHighlevel accounts making use of a share web link that generates and sends to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal means to get your agency began. It’s totally automated to make running your little customer accounts a wind, consisting of an agent site routine a call back switch, evaluations and recommendation demands, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up sequences and even 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 assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for loved one economic security compared to recent years, which is excellent news for brokers and their clients. The snapshot also shows a growing interest amongst SMBs to get in touch with a PEO companion, which is an outstanding opportunity for brokers to aid their small company clients simplify advantages management and include even more worth to the relationship.
This snapshot is an one-time acquisition and only valid for usage within 1 HighLevel firm account. You are not allowed to gift or re-sell the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Visit this site for more information. * Please note that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are using an additional system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and efficiently. It outfits you with an effective toolkit to catch leads, automate tasks and transform them right into clients. It also includes a step-by-step video clip that walks you with the configuration procedure.
The snapshot will certainly transfer the adhering to items to a new client account:
Projects, design templates, automations, kinds, custom areas, tags, sector conditions, racking up regulations, pipelines, get in touches with and campaign records. Note that pictures from layouts, projects and automation emails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the top right edge of your company view and select Load Snapshot. After that pick the client account that you intend to pack it into. You can then use any one of the setups that you have actually modified in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you produced a snapshot and after that create 100 client sub-accounts using it, this will press any type of updates to all accounts that are linked to the snapshot.
Snapshots are great tools for moving your GoHighLevel setup to brand-new and existing customer accounts. They save you effort and time by lowering the hand-operated steps needed to set up your business’s automations. Extendly stands out from various other service providers by providing extensive snapshots that are designed to satisfy the requirements of specific sectors and common usage cases. Their SAAS snapshot, small company snapshot, health and fitness snapshot and real estate snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you team relevant automations together. Organizing an Automation Library aids you work with multitudes of automations and stays clear of the threat of failing to remember to upgrade vital settings or unintentionally altering something by mishap.
To create a brand-new automation library, click the “Add” button in the upper-right corner of the display. Next, choose the desired tags and the resources that you wish to support. You can additionally set the back-up schedule. The most basic option is daily with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s plan works by checking all the identified resources in your cluster to see if any one of them have actually been customized considering that the last back-up. If it finds one, SM takes a new snapshot and checks the changes once again. If it discovers another change, the earliest snapshot is deleted and its information is duplicated to the latest one.
The automated snapshot development workflow uses a state maker that starts in the CREATION_START state and continuously checks the problems to see to it that they are fulfilled. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is produced or erased.