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In a world of jammed software program tools, Extendly’s snapshots supply a balance of affordability, specificity and assistance. Each snapshot is crafted for varied operational needs and integrates effortlessly with HighLevel CRM to guarantee a seamless user trip.
Easily replicate one of the most effective advertising and marketing techniques and setups for your company in mins. This saves you time, makes certain consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to help you launch a white-labeled software application as a solution (SaaS) firm quick. It equips you with a detailed collection of tools and features to attract, nurture and convert leads into customers. This consists of a site, sales funnels, custom-made kind layouts, workflow automation, on-line calendars for reservation and scheduling, and Extendly Free DataBase Reactivation Course.
Scheduled snapshots are a hassle-free way for firm leaders to maintain their customers and stakeholders updated with performance reports. It saves them the time of constructing their very own regular records or logging in to obtain on-demand information. Rather, they can send a significant efficiency control panel on a set up basis that’s relevant to their objectives and problems to review in their next testimonial meeting.
When you produce a snapshot, all projects, themes, automations, types, custom areas, tags, sectors, scoring regulations, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox right now of creation are immediately captured into the brand-new account you develop from it. Additionally, you’ll likewise have accessibility to any kind of existing pictures that are consisted of in the theme. You can select to either usage or erase the snapshot. When a snapshot is produced, you can import it right into other GoHighlevel accounts utilizing a share web link that produces and sends out to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the perfect way to obtain your agency began. It’s completely automated to make running your tiny client accounts a breeze, consisting of a representative web site routine a recall button, reviews and reference requests, lead capture and email auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a full company setup and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one financial security contrasted to current years, which is excellent news for brokers and their customers. The snapshot also suggests an expanding rate of interest among SMBs to get in touch with a PEO companion, which is an excellent opportunity for brokers to assist their small business customers streamline benefits administration and include more value to the relationship.
This snapshot is an one-time acquisition and just legitimate for use within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, nevertheless, add it to as many sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Visit this site for even 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 contact us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run smoothly and efficiently. It equips you with a powerful toolkit to capture leads, automate jobs and transform them right into clients. It additionally includes a step-by-step video that walks you via the configuration process.
The snapshot will transfer the complying with products to a brand-new client account:
Campaigns, themes, automations, types, personalized fields, tags, section conditions, racking up regulations, pipelines, get in touches with and campaign reports. Keep in mind that photos from layouts, projects and automation emails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your agency sight and select Load Snapshot. After that choose the client account that you wish to pack it right into. You can then apply any one of the settings that you have changed in the snapshot.
You can also use this button to refresh the snapshot. If you created a snapshot and afterwards produce 100 client sub-accounts using it, this will push any updates to all accounts that are linked to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by minimizing the manual steps called for to establish your business’s automations. Extendly attracts attention from various other carriers by using extensive snapshots that are developed to satisfy the requirements of particular sectors and common usage situations. Their SAAS snapshot, local business snapshot, physical fitness snapshot and property snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team related automations with each other. Organizing an Automation Library aids you work with large numbers of automations and prevents the risk of forgetting to update vital setups or unintentionally changing something by accident.
To develop a brand-new automation library, click the “Add” button in the upper-right edge of the display. Next, choose the desired tags and the resources that you want to back up. You can also establish the backup schedule. The easiest option is daily 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 marked sources in your collection to see if any of them have been changed considering that the last back-up. If it finds one, SM takes a brand-new snapshot and checks the adjustments once more. If it finds another change, the earliest snapshot is erased and its data is replicated to the latest one.
The automated snapshot creation workflow utilizes a state maker that begins in the CREATION_START state and frequently checks the problems to see to it that they are satisfied. When the problems are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is developed or erased.