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In a globe of chock-full software devices, Extendly’s snapshots supply a balance of cost, specificity and support. Each snapshot is crafted for varied functional requirements and incorporates flawlessly with HighLevel CRM to make sure a smooth user journey.
Quickly reproduce the most efficient marketing approaches and setups for your company in minutes. This conserves you time, guarantees consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to aid you launch a white-labeled software program as a solution (SaaS) agency quickly. It furnishes you with an extensive collection of tools and features to bring in, support and convert leads into clients. This includes an internet site, sales funnels, custom form templates, workflow automation, online schedules for reservation and scheduling, and Extendly Conversation AI Edit.
Set up snapshots are a convenient way for firm leaders to keep their customers and stakeholders updated with efficiency records. It saves them the time of constructing their own regular reports or visiting to get on-demand information. Rather, they can send out a purposeful performance dashboard on an arranged basis that’s appropriate to their objectives and concerns to talk about in their following review conference.
When you produce a snapshot, all campaigns, themes, automations, forms, custom-made areas, tags, sectors, scoring regulations, pipelines, get in touches with and automated e-mail and sms message projects that existed in your sandbox presently of creation are automatically recorded right into the brand-new account you develop from it. Additionally, you’ll likewise have access to any type of existing images that are consisted of in the template. You can select to either usage or remove the snapshot. As soon as a snapshot is created, you can import it right into other GoHighlevel accounts using a share web link that produces and sends out to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the perfect means to get your firm began. It’s completely automated to make running your small client accounts a wind, including a representative internet site schedule a call back switch, reviews and referral demands, lead capture and e-mail auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up series and more. It also includes a complete company setup and personalization in your High Level CRM together with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for family member economic security contrasted to recent years, which is good news for brokers and their clients. The snapshot likewise indicates a growing interest amongst SMBs to connect with a PEO companion, which is an exceptional opportunity for brokers to aid their small business customers improve benefits management and add more worth to the connection.
This snapshot is a single acquisition and only legitimate for use within 1 HighLevel firm account. You are not enabled to gift 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 offer a no-risk, money-back guarantee within 30 days of acquisition. Click on this link for more information. * Please keep in mind that this snapshot is just available for usage with the GoHighLevel CRM. If you are making use of an additional system, please contact us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run smoothly and efficiently. It equips you with a powerful toolkit to catch leads, automate tasks and transform them right into customers. It also includes a step-by-step video that walks you with the arrangement process.
The snapshot will transfer the complying with things to a new customer account:
Campaigns, themes, automations, forms, custom-made areas, tags, segment conditions, scoring regulations, pipelines, calls and campaign reports. Keep in mind that photos from templates, campaigns and automation emails will certainly not be moved.
When you prepare to release the snapshot, click the Actions food selection in the leading right corner of your firm view and pick Load Snapshot. Then choose the customer account that you wish to load it right into. You can then apply any one of the settings that you have actually modified in the snapshot.
You can likewise utilize this switch to revitalize the snapshot. If you produced a snapshot and then create 100 customer sub-accounts using it, this will certainly push any updates to all accounts that are connected to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by decreasing the manual steps called for to establish your business’s automations. Extendly stands apart from other service providers by providing detailed snapshots that are designed to fulfill the demands of particular sectors and typical use situations. Their SAAS snapshot, local business snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team relevant automations with each other. Organizing an Automation Library helps you work with great deals of automations and avoids the risk of failing to remember to upgrade essential setups or inadvertently changing something by accident.
To produce a brand-new automation library, click the “Add” switch in the upper-right edge of the screen. Next, choose the desired tags and the resources that you intend to back up. You can also establish the back-up schedule. The most basic choice is day-to-day with 35 day retention, which will take a snapshot daily and maintain it for 35 days.
SM’s policy functions by checking all the marked sources in your collection to see if any one of them have actually been customized considering that the last backup. If it finds one, SM takes a new snapshot and checks the modifications once again. If it finds one more adjustment, the oldest snapshot is erased and its information is copied to the newest one.
The automated snapshot development workflow makes use of a state device that starts in the CREATION_START state and frequently checks the problems to ensure that they are fulfilled. When the conditions are met, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not met, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or erased.