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In a world of chock-full software tools, Extendly’s snapshots offer an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied functional demands and integrates seamlessly with HighLevel CRM to make certain a smooth user journey.
Quickly replicate one of the most effective marketing approaches 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 theme made to aid you launch a white-labeled software as a service (SaaS) agency quick. It furnishes you with a detailed collection of tools and attributes to attract, support and transform leads into customers. This consists of a website, sales funnels, customized type templates, workflow automation, on the internet schedules for booking and scheduling, and Extendly Change Google Business Chat Avatar.
Set up snapshots are a practical method for company leaders to maintain their customers and stakeholders updated with performance reports. It saves them the time of building their own regular reports or logging in to get on-demand information. Instead, they can send a purposeful performance control panel on a scheduled basis that’s appropriate to their goals and problems to go over in their following evaluation conference.
When you produce a snapshot, all campaigns, design templates, automations, forms, custom-made areas, tags, sectors, scoring rules, pipelines, get in touches with and automated email and sms message campaigns that existed in your sandbox at the moment of development are immediately caught into the new account you produce from it. On top of that, you’ll additionally have access to any existing pictures that are included in the template. You can select to either usage or remove the snapshot. Once a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that creates and sends out to any address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect means to obtain your agency started. It’s totally automated to make running your little customer accounts a breeze, consisting of a representative site routine a recall button, testimonials and reference demands, lead capture and email auto-responders, consultation suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It even includes a complete firm setup and customization 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 promise for family member financial stability contrasted to recent years, which is good information for brokers and their customers. The snapshot additionally shows a growing interest amongst SMBs to connect with a PEO companion, which is an excellent chance for brokers to assist their local business customers enhance advantages monitoring and include more worth to the connection.
This snapshot is an one-time acquisition and only valid for use within 1 HighLevel company account. You are not allowed to present or re-sell the snapshot. You can, however, add it to as several sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back guarantee within 30 days of acquisition. Click on this link for even more details. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are making use of one more system, please call us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run smoothly and effectively. It furnishes you with a powerful toolkit to capture leads, automate tasks and convert them right into customers. It also includes a detailed video clip that strolls you through the setup process.
The snapshot will move the following things to a brand-new customer account:
Campaigns, templates, automations, types, custom fields, tags, sector problems, scoring rules, pipelines, contacts and campaign reports. Note that photos from themes, projects and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions food selection in the top right edge of your agency sight and choose Load Snapshot. After that pick the client account that you intend to load it into. You can after that apply any of the settings that you have modified in the snapshot.
You can additionally use this switch to refresh the snapshot. If you developed a snapshot and then create 100 customer sub-accounts utilizing it, this will push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They conserve you time and effort by minimizing the manual steps called for to set up your business’s automations. Extendly stands out from various other providers by using detailed snapshots that are created to satisfy the requirements of certain industries and usual use cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group associated automations together. Organizing an Automation Library aids you work with multitudes of automations and avoids the threat of forgetting to upgrade important settings or unintentionally altering something by crash.
To develop a brand-new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, pick the desired tags and the sources that you want to back up. You can likewise set the backup routine. The most basic alternative is day-to-day with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan works by checking all the identified resources in your collection to see if any one of them have been changed given that the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once again. If it discovers an additional change, 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 machine that begins in the CREATION_START state and frequently checks the conditions to make sure that they are fulfilled. When the conditions are satisfied, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not satisfied, it moves to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or removed.