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In a world of jammed software application tools, Extendly’s snapshots supply an equilibrium of cost, uniqueness and assistance. Each snapshot is crafted for varied operational requirements and integrates seamlessly with HighLevel CRM to make certain a seamless user journey.
Easily duplicate the most reliable advertising and marketing methods and setups for your company in minutes. This conserves you time, guarantees consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to assist you launch a white-labeled software program as a solution (SaaS) company fast. It furnishes you with a thorough set of tools and attributes to draw in, nurture and transform introduce customers. This consists of an internet site, sales funnels, custom-made type layouts, workflow automation, on the internet calendars for booking and scheduling, and Extendly Content AI.
Set up snapshots are a convenient means for company leaders to keep their customers and stakeholders up-to-date with efficiency reports. It conserves them the time of building their own routine reports or visiting to get on-demand information. Rather, they can send a significant efficiency dashboard on a set up basis that’s appropriate to their goals and issues to review in their next evaluation meeting.
When you develop a snapshot, all projects, themes, automations, types, personalized areas, tags, sections, scoring guidelines, pipelines, contacts and automated email and sms message projects that existed in your sandbox currently of development are instantly captured right into the new account you create from it. Furthermore, you’ll also have accessibility to any type of existing photos that are included in the theme. You can pick to either usage or remove the snapshot. When a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that creates and sends to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect way to obtain your firm started. It’s completely automated to make running your tiny customer accounts a breeze, including an agent site schedule a recall button, reviews and recommendation demands, lead capture and e-mail auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also consists of a complete company configuration and customization in your High Level CRM together with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows assurance for family member financial security contrasted to current years, which is excellent news for brokers and their customers. The snapshot additionally shows an expanding interest amongst SMBs to connect with a PEO companion, which is a superb chance for brokers to help their small company clients enhance benefits management and include even more worth to the partnership.
This snapshot is a single purchase and just legitimate for use within 1 HighLevel company account. You are not allowed to gift or resell the snapshot. You can, nevertheless, include it to as several sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Go here for more information. * Please keep in mind that this snapshot is only offered for use with the GoHighLevel CRM. If you are utilizing an additional system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run smoothly and effectively. It furnishes you with a powerful toolkit to capture leads, automate jobs and transform them right into customers. It likewise consists of a step-by-step video clip that strolls you through the arrangement procedure.
The snapshot will certainly move the following products to a new client account:
Projects, themes, automations, kinds, customized fields, tags, sector problems, racking up regulations, pipelines, contacts and project records. Keep in mind that photos from themes, projects and automation e-mails will not be transferred.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your company sight and select Load Snapshot. Then select the customer account that you want to pack it right into. You can then use any of the setups that you have actually changed in the snapshot.
You can additionally utilize this switch to freshen the snapshot. If you produced a snapshot and after that create 100 client sub-accounts utilizing it, this will certainly push any updates to all accounts that are linked to the snapshot.
Snapshots are terrific tools for transferring your GoHighLevel setup to new and existing client accounts. They conserve you effort and time by decreasing the hands-on steps required to set up your business’s automations. Extendly stands out from other companies by supplying detailed snapshots that are designed to fulfill the demands of specific markets and common use instances. Their SAAS snapshot, small business snapshot, fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group relevant automations with each other. Organizing an Automation Library assists you work with multitudes of automations and avoids the threat of forgetting to upgrade important settings or inadvertently transforming something by crash.
To create a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, choose the wanted tags and the resources that you wish to support. You can additionally set the backup routine. The simplest choice is everyday with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan works by checking all the tagged resources in your cluster to see if any of them have been changed because the last back-up. If it locates one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates an additional adjustment, the earliest snapshot is deleted and its information is duplicated to the latest one.
The automated snapshot production workflow utilizes a state equipment that starts in the CREATION_START state and frequently checks the problems to ensure that they are fulfilled. When the problems are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the problems are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is developed or removed.