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In a world of chock-full software tools, Extendly’s snapshots offer a balance of price, specificity and assistance. Each snapshot is crafted for varied functional needs and integrates seamlessly with HighLevel CRM to make certain a smooth user trip.
Quickly replicate the most reliable marketing techniques and configurations for your agency in mins. This saves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to aid you launch a white-labeled software as a service (SaaS) company quickly. It outfits you with an extensive set of tools and attributes to bring in, support and transform introduce clients. This includes a site, sales funnels, custom-made type design templates, workflow automation, on-line calendars for booking and scheduling, and Extendly Delete Contact Workflow Action Live.
Set up snapshots are a hassle-free method for agency leaders to keep their clients and stakeholders current with efficiency reports. It saves them the moment of building their very own periodic reports or visiting to get on-demand information. Rather, they can send out a purposeful performance control panel on a set up basis that’s pertinent to their objectives and concerns to review in their next testimonial conference.
When you develop a snapshot, all projects, layouts, automations, types, customized areas, tags, segments, racking up guidelines, pipelines, calls and automated e-mail and text message projects that existed in your sandbox at the moment of creation are automatically caught right into the new account you develop from it. Furthermore, you’ll likewise have access to any type of existing pictures that are consisted of in the layout. You can choose to either usage or erase the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts using a share web link that generates and sends out to any type of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the excellent means to obtain your firm started. It’s fully automated to make running your tiny client accounts a wind, including an agent internet site timetable a recall switch, testimonials and referral requests, lead capture and email auto-responders, appointment pointers, lost/inactive clients, no-show workflows, follow-up sequences and more. It even includes a full firm configuration and customization in your High Level CRM along 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 reveals guarantee for relative financial stability compared to current years, which is great news for brokers and their customers. The snapshot additionally shows an expanding passion among SMBs to connect with a PEO partner, which is an excellent possibility for brokers to help their small company clients improve benefits monitoring and include more value to the relationship.
This snapshot is an one-time purchase and only legitimate for usage within 1 HighLevel agency account. You are not enabled to present or market the snapshot. You can, however, include it to as several sub-accounts within your company as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click here for more details. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are making use of an additional system, please call us to review options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and efficiently. It furnishes you with a powerful toolkit to capture leads, automate jobs and convert them right into clients. It likewise includes a detailed video that walks you via the setup process.
The snapshot will certainly move the complying with products to a new customer account:
Campaigns, layouts, automations, forms, custom areas, tags, section problems, racking up rules, pipelines, calls and campaign records. Keep in mind that photos from design templates, campaigns and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your company sight and choose Load Snapshot. Then choose the client account that you intend to load it into. You can after that apply any of the settings that you have actually customized in the snapshot.
You can likewise utilize this switch to rejuvenate the snapshot. If you developed a snapshot and afterwards create 100 customer sub-accounts using it, this will push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you time and effort by minimizing the hands-on steps needed to set up your business’s automations. Extendly stands apart from various other service providers by providing detailed snapshots that are developed to meet the needs of details sectors and common usage situations. Their SAAS snapshot, small company 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 tool that lets you group associated automations together. Organizing an Automation Library assists you work with multitudes of automations and stays clear of the threat of forgetting to update essential settings or mistakenly changing something by mishap.
To create a new automation library, click the “Add” button in the upper-right edge of the display. Next, pick the preferred tags and the sources that you intend to back up. You can likewise establish the back-up routine. The most basic choice is daily with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s plan works by inspecting all the tagged resources in your collection to see if any of them have been customized given that the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes again. If it discovers an additional adjustment, the earliest snapshot is deleted and its data is copied to the most recent one.
The automated snapshot development workflow makes use of a state machine that begins in the CREATION_START state and frequently checks the conditions to see to it that they are met. When the conditions are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not fulfilled, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is developed or deleted.