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In a world of jammed software application tools, Extendly’s snapshots supply an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for diverse functional demands and incorporates seamlessly with HighLevel CRM to guarantee a smooth customer trip.
Easily reproduce the most efficient advertising approaches and arrangements for your firm in minutes. This saves you time, makes sure uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to assist you launch a white-labeled software as a service (SaaS) agency fast. It outfits you with a comprehensive collection of tools and functions to draw in, support and transform leads into customers. This consists of a site, sales funnels, customized type design templates, workflow automation, on-line calendars for booking and scheduling, and Extendly CEO.
Arranged snapshots are a hassle-free means for agency leaders to keep their clients and stakeholders current with efficiency reports. It saves them the time of constructing their very own routine reports or visiting to get on-demand information. Instead, they can send out a significant performance dashboard on a scheduled basis that’s appropriate to their objectives and issues to talk about in their next review meeting.
When you produce a snapshot, all projects, design templates, automations, types, custom fields, tags, sections, scoring rules, pipelines, contacts and automated e-mail and text message campaigns that existed in your sandbox right now of creation are instantly recorded into the new account you create from it. Additionally, you’ll also have accessibility to any kind of existing images that are included in the theme. You can choose to either usage or delete the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share link that creates and sends out to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the ideal method to get your company started. It’s completely automated to make running your little client accounts a wind, including a representative website timetable a call back button, testimonials and referral requests, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete agency setup and customization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for family member financial security contrasted to current years, which is good information for brokers and their customers. The snapshot additionally indicates an expanding interest amongst SMBs to get in touch with a PEO partner, which is an outstanding possibility for brokers to help their small business clients enhance advantages administration and include even more value to the relationship.
This snapshot is a single purchase and only legitimate for usage within 1 HighLevel firm account. You are not allowed to gift or resell the snapshot. You can, nonetheless, add it to as many sub-accounts within your firm as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of acquisition. Click here for more information. * Please note that this snapshot is just offered for usage with the GoHighLevel CRM. If you are utilizing an additional system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run smoothly and successfully. It outfits you with a powerful toolkit to capture leads, automate jobs and transform them right into clients. It additionally includes a detailed video clip that walks you via the setup procedure.
The snapshot will move the adhering to things to a new client account:
Projects, themes, automations, kinds, personalized areas, tags, segment conditions, racking up policies, pipelines, get in touches with and project records. Note that pictures from design templates, campaigns and automation e-mails will certainly not be moved.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your company view and select Load Snapshot. After that select the customer account that you wish to load it into. You can after that apply any one of the settings that you have actually changed in the snapshot.
You can also utilize this button to revitalize the snapshot. If you created a snapshot and then develop 100 customer sub-accounts utilizing it, this will push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel configuration to brand-new and existing customer accounts. They save you effort and time by reducing the hands-on steps needed to establish your business’s automations. Extendly stands out from various other service providers by providing comprehensive snapshots that are designed to fulfill the needs of details markets and usual usage cases. Their SAAS snapshot, local business snapshot, fitness snapshot and property snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team relevant automations with each other. Organizing an Automation Library aids you work with great deals of automations and stays clear of the danger of failing to remember to upgrade important settings or unintentionally changing something by mishap.
To develop a brand-new automation collection, click the “Add” switch in the upper-right edge of the display. Next, choose the preferred tags and the resources that you wish to back up. You can additionally establish the back-up timetable. The simplest alternative is day-to-day with 35 day retention, which will certainly take a snapshot everyday and maintain it for 35 days.
SM’s plan functions by inspecting all the marked sources in your collection to see if any of them have been modified considering that the last backup. If it discovers one, SM takes a brand-new snapshot and checks the adjustments again. If it finds one more change, the earliest snapshot is removed and its data is replicated to the latest one.
The automated snapshot development workflow uses a state maker that starts in the CREATION_START state and continuously checks the conditions to see to it that they are satisfied. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not satisfied, it relocates to DELETION_START and then to DELETION_FINISHED states till the snapshot is developed or removed.