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In a globe of chock-full software program devices, Extendly’s snapshots offer a balance of affordability, specificity and support. Each snapshot is crafted for varied operational requirements and integrates effortlessly with HighLevel CRM to make sure a smooth individual journey.
Easily reproduce the most effective marketing techniques and setups for your company in mins. This conserves you time, makes certain consistency and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to help you launch a white-labeled software as a service (SaaS) company quickly. It equips you with an extensive set of tools and attributes to draw in, support and convert introduce clients. This consists of a site, sales funnels, custom-made type design templates, workflow automation, on-line schedules for reservation and scheduling, and Extendly Free Trial.
Scheduled snapshots are a hassle-free method for company leaders to keep their customers and stakeholders current with performance records. It saves them the moment of developing their very own routine records or visiting to obtain on-demand information. Rather, they can send a meaningful performance control panel on a set up basis that’s pertinent to their goals and problems to go over in their next testimonial meeting.
When you create a snapshot, all projects, design templates, automations, forms, custom-made areas, tags, sectors, racking up policies, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox currently of production are instantly captured right into the new account you create from it. Additionally, you’ll likewise have access to any existing photos that are included in the theme. You can choose to either use or delete the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts making use of a share link that produces and sends to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the ideal means to get your agency began. It’s totally automated to make running your small client accounts a breeze, consisting of an agent web site timetable a recall button, evaluations and recommendation requests, lead capture and email auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even includes a full company arrangement and customization 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 reveals guarantee for family member economic security compared to recent years, which is good information for brokers and their clients. The snapshot likewise indicates an expanding passion amongst SMBs to connect with a PEO companion, which is an excellent chance for brokers to help their small company clients enhance benefits monitoring and add more worth to the relationship.
This snapshot is an one-time purchase and just valid for use within 1 HighLevel company account. You are not permitted to present or resell the snapshot. You can, nevertheless, include it to as many sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Visit this site for more details. * Please keep in mind that this snapshot is just 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 developed to make your company run efficiently and efficiently. It equips you with an effective toolkit to catch leads, automate jobs and convert them into clients. It likewise includes a step-by-step video that walks you through the configuration process.
The snapshot will certainly move the complying with items to a brand-new customer account:
Projects, layouts, automations, types, custom fields, tags, section conditions, racking up guidelines, pipelines, get in touches with and project reports. Keep in mind that images from design templates, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions menu in the top right corner of your agency sight and choose Load Snapshot. After that choose the client account that you intend to pack it into. You can then use any one of the setups that you have actually changed in the snapshot.
You can also use this switch to rejuvenate the snapshot. If you developed a snapshot and afterwards create 100 customer sub-accounts using it, this will press any type of updates to all accounts that are linked to the snapshot.
Snapshots are excellent devices for moving your GoHighLevel configuration to new and existing customer accounts. They save you time and effort by minimizing the hands-on steps called for to set up your business’s automations. Extendly sticks out from various other carriers by offering extensive snapshots that are designed to satisfy the demands of certain markets and typical use situations. Their SAAS snapshot, local business snapshot, physical fitness snapshot and property snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team associated automations with each other. Organizing an Automation Library aids you deal with large numbers of automations and avoids the threat of forgetting to update essential setups or inadvertently transforming something by accident.
To create a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next off, select the desired tags and the resources that you wish to back up. You can additionally establish the back-up schedule. The simplest choice is daily with 35 day retention, which will take a snapshot on a daily basis and keep it for 35 days.
SM’s policy works by examining all the tagged sources in your collection to see if any of them have been modified considering that the last back-up. If it finds one, SM takes a brand-new snapshot and checks the changes once more. If it discovers an additional change, the oldest snapshot is removed and its data is replicated to the latest one.
The automated snapshot development workflow utilizes a state machine that begins in the CREATION_START state and continuously checks the conditions to see to it that they are fulfilled. When the problems are met, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the conditions are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is created or removed.