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In a world of jammed software tools, Extendly’s snapshots supply a balance of affordability, specificity and assistance. Each snapshot is crafted for varied functional demands and incorporates effortlessly with HighLevel CRM to ensure a seamless individual journey.
Easily reproduce the most reliable advertising and marketing techniques and setups for your agency in mins. This saves you time, ensures consistency and helps grow your agency.
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 quick. It outfits you with a comprehensive collection of devices and functions to draw in, nurture and transform introduce customers. This includes a website, sales funnels, custom-made type templates, workflow automation, on-line calendars for reservation and organizing, and Extendly For HighLevel Trainings.
Set up snapshots are a practical method for agency leaders to keep their clients and stakeholders updated with efficiency records. It conserves them the time of constructing their own periodic reports or logging in to get on-demand information. Instead, they can send out a meaningful performance control panel on an arranged basis that’s appropriate to their objectives and issues to go over in their following review conference.
When you produce a snapshot, all campaigns, templates, automations, forms, custom areas, tags, segments, scoring policies, pipelines, contacts and automated e-mail and text message campaigns that existed in your sandbox presently of creation are immediately caught into the new account you create from it. Additionally, you’ll additionally have access to any type of existing pictures that are consisted of in the design template. You can choose to either usage or remove the snapshot. As soon as a snapshot is produced, you can import it right into other GoHighlevel accounts making use of a share link that produces and sends out to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the perfect means to obtain your agency began. It’s totally automated to make running your little client accounts a breeze, including a representative web site routine a call back button, testimonials and recommendation requests, lead capture and e-mail auto-responders, appointment tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It also consists of a full agency setup 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 shows assurance for loved one financial security contrasted to recent years, which is great news for brokers and their customers. The snapshot likewise shows a growing interest among SMBs to connect with a PEO partner, which is an outstanding possibility for brokers to help their small company clients improve advantages administration and include more worth to the connection.
This snapshot is a single purchase and only valid for usage within 1 HighLevel firm account. You are not permitted to gift or re-sell the snapshot. You can, however, include 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 assurance within 30 days of purchase. Go here for even more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are utilizing another system, please contact us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run efficiently and effectively. It outfits you with a powerful toolkit to catch leads, automate tasks and convert them into clients. It additionally includes a detailed video clip that walks you via the configuration process.
The snapshot will move the complying with items to a brand-new client account:
Campaigns, themes, automations, forms, personalized fields, tags, sector problems, scoring policies, pipelines, contacts and project reports. Keep in mind that photos from themes, projects and automation e-mails will certainly not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right edge of your company sight and pick Load Snapshot. Then choose the customer account that you intend to fill it right into. You can after that use any of the setups that you have customized in the snapshot.
You can additionally utilize this switch to freshen the snapshot. If you produced a snapshot and afterwards create 100 client sub-accounts using it, this will push any updates to all accounts that are attached to the snapshot.
Snapshots are great tools for transferring your GoHighLevel arrangement to new and existing client accounts. They save you time and effort by minimizing the hand-operated steps needed to establish your business’s automations. Extendly sticks out from various other suppliers by using extensive snapshots that are created to meet the needs of certain industries and usual usage cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team associated automations together. Organizing an Automation Library aids you work with multitudes of automations and stays clear of the threat of forgetting to upgrade crucial setups or unintentionally changing something by crash.
To produce a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next off, choose the wanted tags and the sources that you want to back up. You can also set the back-up schedule. The easiest 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 inspecting all the tagged sources in your collection to see if any of them have been customized considering that the last backup. If it locates one, SM takes a brand-new snapshot and checks the changes once more. If it finds an additional change, the earliest snapshot is erased and its data is duplicated to the latest one.
The automated snapshot development workflow uses a state equipment that begins in the CREATION_START state and regularly checks the problems to make sure that they are met. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is created or deleted.