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In a world of overcrowded software program tools, Extendly’s snapshots supply a balance of cost, specificity and support. Each snapshot is crafted for varied operational demands and incorporates effortlessly with HighLevel CRM to make sure a smooth customer journey.
Conveniently replicate the most efficient advertising approaches and configurations for your firm in mins. This saves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to aid you launch a white-labeled software program as a service (SaaS) company fast. It equips you with an extensive collection of devices and features to attract, support and convert leads into customers. This includes a site, sales funnels, personalized type templates, workflow automation, on-line calendars for reservation and scheduling, and Extendly CRM.
Arranged snapshots are a practical method for firm leaders to keep their customers and stakeholders current with performance records. It saves them the moment of constructing their very own regular reports or visiting to get on-demand data. Instead, they can send a significant performance dashboard on an arranged basis that’s relevant to their objectives and concerns to talk about in their next testimonial conference.
When you develop a snapshot, all projects, layouts, automations, forms, custom fields, tags, sectors, scoring regulations, pipelines, calls and automated e-mail and text campaigns that existed in your sandbox presently of creation are immediately captured into the new account you produce from it. On top of that, you’ll additionally have access to any existing images that are consisted of in the design template. You can choose to either use or erase the snapshot. Once a snapshot is developed, you can import it into other GoHighlevel accounts making use of a share web link that produces and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect means to get your firm started. It’s completely automated to make running your little client accounts a wind, consisting of an agent site schedule a recall button, reviews and referral demands, lead capture and e-mail auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a full agency arrangement and modification 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 shows guarantee for relative financial security contrasted to current years, which is great news for brokers and their customers. The snapshot additionally suggests a growing passion amongst SMBs to connect with a PEO companion, which is a superb opportunity for brokers to help their small company clients streamline advantages administration and add more value to the connection.
This snapshot is an one-time purchase and just legitimate for use within 1 HighLevel firm account. You are not allowed to gift or re-sell the snapshot. You can, however, include it to as numerous sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more information. * Please note that this snapshot is just available for usage with the GoHighLevel CRM. If you are using an additional system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run efficiently and effectively. It furnishes you with an effective toolkit to record leads, automate jobs and transform them right into clients. It likewise includes a step-by-step video clip that walks you via the arrangement procedure.
The snapshot will certainly transfer the complying with items to a brand-new customer account:
Projects, layouts, automations, forms, personalized fields, tags, section conditions, racking up regulations, pipelines, calls and campaign reports. Keep in mind that images from design templates, campaigns and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the leading right corner of your agency view and select Load Snapshot. After that choose the customer account that you want to pack it right into. You can after that use any of the settings that you have actually changed in the snapshot.
You can also use this switch to revitalize the snapshot. If you produced a snapshot and afterwards create 100 client sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are terrific tools for moving your GoHighLevel setup to new and existing client accounts. They conserve you effort and time by decreasing the hands-on actions required to establish your business’s automations. Extendly stands out from other carriers by supplying detailed snapshots that are developed to fulfill the needs of details markets and typical use situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations with each other. Organizing an Automation Library assists you collaborate with large numbers of automations and prevents the risk of neglecting to update crucial settings or inadvertently altering something by crash.
To produce a new automation collection, click the “Add” button in the upper-right corner of the display. Next, pick the desired tags and the sources that you intend to back up. You can likewise establish the back-up routine. The simplest alternative is everyday with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s policy functions by examining all the tagged resources in your cluster to see if any one of them have been modified because the last back-up. If it finds one, SM takes a new snapshot and checks the changes once again. If it locates an additional change, the oldest snapshot is deleted and its data is copied to the newest one.
The automated snapshot development workflow utilizes a state equipment that starts in the CREATION_START state and constantly checks the problems to make certain that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not satisfied, it moves to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is developed or erased.