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In a globe of chock-full software application devices, Extendly’s snapshots use an equilibrium of price, specificity and support. Each snapshot is crafted for diverse operational demands and incorporates flawlessly with HighLevel CRM to ensure a smooth customer journey.
Conveniently reproduce one of the most efficient marketing techniques and arrangements for your agency in mins. This conserves you time, guarantees consistency and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to assist you launch a white-labeled software as a solution (SaaS) company quickly. It outfits you with an extensive set of devices and attributes to attract, support and convert leads into clients. This includes a web site, sales funnels, customized form design templates, workflow automation, online schedules for booking and organizing, and Extendly Black Friday 75% Off Sale.
Set up snapshots are a practical method for firm leaders to keep their customers and stakeholders updated with performance records. It saves them the moment of building their own routine records or logging in to get on-demand information. Rather, they can send a significant performance control panel on a scheduled basis that’s appropriate to their goals and problems to review in their following review conference.
When you develop a snapshot, all campaigns, templates, automations, kinds, customized fields, tags, sections, racking up policies, pipelines, contacts and automated email and text campaigns that existed in your sandbox presently of development are instantly captured into the brand-new account you create from it. Furthermore, you’ll likewise have accessibility to any existing images that are included in the layout. You can pick to either usage or remove the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share web link that generates and sends out to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the best way to obtain your agency started. It’s completely automated to make running your little client accounts a breeze, consisting of a representative website schedule a call back button, reviews and reference demands, lead capture and email auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full agency arrangement and modification in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for relative financial stability contrasted to current years, which is excellent information for brokers and their clients. The snapshot additionally shows a growing passion among SMBs to get in touch with a PEO partner, which is an exceptional possibility for brokers to assist their small business customers enhance advantages monitoring and include more value to the partnership.
This snapshot is an one-time acquisition and only valid for use within 1 HighLevel firm account. You are not enabled to present or resell the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click on this link for even more details. * Please keep in mind that this snapshot is just readily available for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and effectively. It furnishes you with a powerful toolkit to catch leads, automate jobs and convert them into clients. It likewise consists of a detailed video clip that strolls you via the arrangement process.
The snapshot will move the complying with products to a new client account:
Campaigns, design templates, automations, kinds, customized fields, tags, segment problems, scoring policies, pipelines, contacts and project records. Keep in mind that pictures from layouts, projects and automation e-mails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the leading right edge of your firm view and pick Load Snapshot. Then select the customer account that you wish to fill it into. You can after that use any of the setups that you have customized in the snapshot.
You can likewise utilize this button to freshen the snapshot. If you developed a snapshot and then 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 great devices for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you effort and time by lowering the manual actions needed to establish your business’s automations. Extendly sticks out from various other providers by providing extensive snapshots that are created to fulfill the needs of specific markets and common use situations. Their SAAS snapshot, local business snapshot, fitness snapshot and property snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you team relevant automations with each other. Organizing an Automation Library helps you collaborate with lots of automations and prevents the threat of failing to remember to upgrade important settings or inadvertently changing something by crash.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next, pick the wanted tags and the resources that you intend to back up. You can additionally establish the back-up timetable. The simplest alternative is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s policy works by checking all the identified sources in your collection to see if any of them have been modified because the last backup. If it discovers one, SM takes a brand-new snapshot and checks the modifications once again. If it finds another adjustment, the earliest snapshot is erased and its information is duplicated to the most recent one.
The automated snapshot development workflow uses a state maker that starts in the CREATION_START state and constantly checks the problems to make sure that they are fulfilled. When the conditions are fulfilled, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not fulfilled, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.