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In a globe of overcrowded software tools, Extendly’s snapshots supply an equilibrium of affordability, uniqueness and support. Each snapshot is crafted for diverse operational needs and incorporates flawlessly with HighLevel CRM to make sure a seamless customer journey.
Conveniently replicate the most effective marketing approaches and arrangements for your company in mins. This conserves you time, makes certain uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to help you launch a white-labeled software program as a service (SaaS) firm fast. It furnishes you with a thorough collection of devices and features to attract, support and convert leads into customers. This includes a site, sales funnels, custom kind themes, workflow automation, on-line calendars for reservation and organizing, and Extendly Email Automation.
Arranged snapshots are a convenient means for agency leaders to keep their clients and stakeholders current with efficiency records. It saves them the moment of developing their very own regular records or logging in to get on-demand information. Instead, they can send out a meaningful efficiency control panel on a scheduled basis that’s appropriate to their goals and problems to talk about in their next review meeting.
When you produce a snapshot, all campaigns, themes, automations, types, custom areas, tags, sectors, scoring regulations, pipelines, calls and automated email and sms message projects that existed in your sandbox at the moment of production are automatically recorded right into the new account you develop from it. In addition, you’ll also have accessibility to any existing photos that are included in the layout. You can choose to either use or delete the snapshot. Once a snapshot is created, you can import it right into other GoHighlevel accounts making use of a share web link that creates and sends to any address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the ideal way to get your firm started. It’s totally automated to make running your little customer accounts a wind, including a representative web site routine a recall button, evaluations and reference requests, lead capture and e-mail auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even includes a full firm arrangement and modification in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for loved one economic security contrasted to recent years, which is good news for brokers and their customers. The snapshot additionally suggests an expanding rate of interest among SMBs to connect with a PEO companion, which is an exceptional chance for brokers to assist their small business customers simplify advantages monitoring and add even more value to the connection.
This snapshot is an one-time acquisition and only valid for usage within 1 HighLevel agency account. You are not allowed to gift or market the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Go here for more information. * Please note that this snapshot is just available for use 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 developed to make your firm run smoothly and effectively. It outfits you with an effective toolkit to record leads, automate tasks and transform them into customers. It additionally includes a step-by-step video clip that walks you with the configuration procedure.
The snapshot will certainly move the following items to a brand-new client account:
Campaigns, themes, automations, kinds, custom-made areas, tags, section conditions, scoring regulations, pipelines, contacts and project records. Note that photos from design templates, projects and automation emails will certainly not be moved.
When you prepare to release the snapshot, click the Actions food selection in the leading right edge of your company sight and choose Load Snapshot. Then pick the client account that you wish to load it into. You can then apply any of the settings that you have customized in the snapshot.
You can also use this button to revitalize the snapshot. If you produced a snapshot and afterwards produce 100 client sub-accounts using it, this will certainly push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel arrangement to new and existing customer accounts. They conserve you effort and time by lowering the hand-operated actions required to establish your business’s automations. Extendly sticks out from various other companies by providing comprehensive snapshots that are created to satisfy the demands of details markets and common use cases. Their SAAS snapshot, small business snapshot, health and fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team relevant automations with each other. Organizing an Automation Library aids you work with lots of automations and avoids the danger of forgetting to update vital settings or mistakenly altering something by accident.
To produce a brand-new automation library, click the “Add” switch in the upper-right edge of the display. Next off, select the wanted tags and the sources that you intend to back up. You can additionally establish the backup schedule. The most basic option is daily with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s plan works by examining all the tagged sources in your collection to see if any of them have been changed since the last back-up. If it discovers one, SM takes a new snapshot and checks the modifications once more. If it discovers another modification, the earliest snapshot is erased and its data is duplicated to the most recent one.
The automated snapshot production workflow utilizes a state device that begins in the CREATION_START state and constantly checks the conditions to make sure that they are satisfied. When the problems are satisfied, 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 then to DELETION_FINISHED states till the snapshot is produced or deleted.