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In a world of jammed software devices, Extendly’s snapshots supply an equilibrium of affordability, specificity and assistance. Each snapshot is crafted for diverse functional requirements and integrates effortlessly with HighLevel CRM to make certain a seamless customer trip.
Conveniently replicate the most reliable advertising and marketing strategies and arrangements for your firm in mins. This saves you time, ensures uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to help you launch a white-labeled software program as a solution (SaaS) firm quickly. It furnishes you with an extensive collection of tools and attributes to attract, nurture and transform introduce customers. This includes a site, sales funnels, custom kind layouts, workflow automation, online schedules for reservation and scheduling, and Extendly Coaching Sessions.
Arranged snapshots are a convenient means for agency leaders to maintain their customers and stakeholders up-to-date with efficiency records. It conserves them the time of building their very own routine reports or logging in to get on-demand information. Instead, they can send out a purposeful performance dashboard on a scheduled basis that’s pertinent to their objectives and concerns to review in their following review meeting.
When you develop a snapshot, all projects, design templates, automations, kinds, custom-made fields, tags, sectors, scoring guidelines, pipelines, contacts and automated e-mail and text campaigns that existed in your sandbox right now of creation are instantly captured into the new account you create from it. Additionally, you’ll also have access to any type of existing images that are consisted of in the layout. You can select to either usage or erase the snapshot. When a snapshot is produced, you can import it right into other GoHighlevel accounts using a share link that generates and sends to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the excellent way to obtain your company started. It’s fully automated to make running your tiny customer accounts a breeze, consisting of a representative site timetable a call back switch, reviews and referral demands, lead capture and email auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete company arrangement and modification in your High Level CRM together with hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows assurance for loved one economic stability compared to recent years, which is excellent information for brokers and their clients. The snapshot additionally shows an expanding rate of interest among SMBs to connect with a PEO partner, which is an outstanding chance for brokers to assist their local business clients enhance advantages management and include even more value to the relationship.
This snapshot is a single acquisition and just legitimate for use within 1 HighLevel company account. You are not enabled to present or re-sell the snapshot. You can, however, include it to as lots of 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 acquisition. Go here for even more information. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are making use of another system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run smoothly and efficiently. It equips you with an effective toolkit to capture leads, automate jobs and transform them into clients. It likewise includes a detailed video clip that strolls you through the setup procedure.
The snapshot will certainly move the complying with items to a brand-new client account:
Projects, themes, automations, kinds, customized fields, tags, section conditions, racking up regulations, pipelines, contacts and campaign reports. Keep in mind that pictures from templates, projects and automation e-mails will 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. Then select the client account that you intend to load it into. You can then use any one of the setups that you have actually customized in the snapshot.
You can likewise utilize this button to freshen the snapshot. If you produced a snapshot and after that develop 100 customer sub-accounts using it, this will push any updates to all accounts that are linked to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you effort and time by lowering the hand-operated steps called for to set up your business’s automations. Extendly stands apart from other companies by providing detailed snapshots that are made to fulfill the requirements of particular industries and typical usage situations. Their SAAS snapshot, small business snapshot, physical fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group related automations together. Organizing an Automation Library aids you work with great deals of automations and avoids the risk of failing to remember to update crucial setups or accidentally transforming something by crash.
To produce a brand-new automation library, click the “Add” switch in the upper-right corner of the screen. Next, select the preferred tags and the sources that you intend to back up. You can additionally set the back-up timetable. The easiest choice is daily with 35 day retention, which will certainly take a snapshot everyday and maintain it for 35 days.
SM’s policy works by inspecting all the tagged sources in your cluster to see if any of them have been modified because the last back-up. If it discovers one, SM takes a new snapshot and checks the changes once more. If it finds another adjustment, the earliest snapshot is deleted and its data is replicated to the most recent one.
The automated snapshot production workflow utilizes a state maker that starts in the CREATION_START state and constantly checks the conditions to ensure 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 met, it transfers to DELETION_START and then to DELETION_FINISHED states until the snapshot is created or deleted.