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In a world of overcrowded software program devices, Extendly’s snapshots use an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates effortlessly with HighLevel CRM to make sure a seamless user journey.
Quickly reproduce one of the most efficient advertising and marketing methods and configurations for your agency in minutes. This conserves you time, ensures consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to help you launch a white-labeled software as a solution (SaaS) company fast. It furnishes you with a comprehensive collection of devices and features to draw in, support and transform introduce clients. This consists of a web site, sales funnels, personalized type design templates, workflow automation, on-line calendars for booking and scheduling, and Extendly Certificate Triggers.
Scheduled snapshots are a convenient method for firm leaders to keep their clients and stakeholders up-to-date with performance records. It conserves them the time of developing their very own regular records or logging in to get on-demand information. Instead, they can send a meaningful performance control panel on a set up basis that’s relevant to their objectives and concerns to talk about in their next evaluation conference.
When you create a snapshot, all projects, design templates, automations, kinds, custom fields, tags, sectors, racking up guidelines, pipelines, calls and automated e-mail and sms message projects that existed in your sandbox presently of creation are immediately caught into the new account you create from it. In addition, you’ll likewise have access to any type of existing pictures that are included in the theme. You can choose to either use or remove the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts using a share web link that generates and sends out to any kind of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the excellent way to obtain your agency started. It’s completely automated to make running your little client accounts a breeze, including an agent web site schedule a recall switch, reviews and reference demands, lead capture and email auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a complete firm configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member financial security compared to current years, which is excellent information for brokers and their customers. The snapshot likewise suggests a growing rate of interest amongst SMBs to connect with a PEO partner, which is an excellent opportunity for brokers to aid their small business customers simplify advantages monitoring and add more value to the relationship.
This snapshot is a single acquisition and just valid for use within 1 HighLevel company account. You are not permitted to present or re-sell the snapshot. You can, nonetheless, include it to as many sub-accounts within your company as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Click here for even more information. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are utilizing one more system, please contact us to review options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run efficiently and effectively. It furnishes you with an effective toolkit to record leads, automate jobs and convert them right into clients. It also consists of a detailed video that walks you via the setup procedure.
The snapshot will certainly move the complying with items to a brand-new customer account:
Campaigns, layouts, automations, types, personalized areas, tags, section problems, racking up rules, pipelines, calls and campaign records. Note that photos from themes, campaigns and automation e-mails will not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the top right corner of your company sight and select Load Snapshot. Then choose the customer account that you wish to fill it right into. You can after that use any one of the setups that you have actually modified in the snapshot.
You can likewise utilize this button to rejuvenate the snapshot. If you produced a snapshot and afterwards create 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 excellent tools for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They save you time and effort by minimizing the hands-on actions called for to set up your business’s automations. Extendly stands apart from other companies by supplying thorough snapshots that are made to fulfill the demands of particular sectors and common usage situations. Their SAAS snapshot, small business snapshot, health and fitness snapshot and realty snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group associated automations with each other. Organizing an Automation Library helps you work with great deals of automations and prevents the risk of neglecting to update crucial setups or inadvertently changing something by crash.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the display. Next, pick the preferred tags and the sources that you wish to support. You can additionally establish the back-up timetable. The easiest alternative is daily with 35 day retention, which will take a snapshot daily and maintain it for 35 days.
SM’s policy works by inspecting all the tagged sources in your collection to see if any one of them have been changed considering that the last backup. If it locates one, SM takes a brand-new snapshot and checks the adjustments once again. If it finds one more change, the oldest snapshot is deleted and its information is replicated to the latest one.
The automated snapshot production workflow utilizes a state machine that begins in the CREATION_START state and constantly checks the conditions to make certain that they are satisfied. When the problems are satisfied, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states up until the snapshot is developed or removed.