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In a world of chock-full software application tools, Extendly’s snapshots provide an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for varied operational requirements and integrates perfectly with HighLevel CRM to make certain a seamless individual journey.
Easily duplicate the most efficient marketing techniques and arrangements for your firm in mins. This conserves you time, makes certain consistency and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to aid you launch a white-labeled software as a solution (SaaS) firm quick. It equips you with a thorough collection of tools and functions to attract, support and convert leads into customers. This includes a website, sales funnels, custom type templates, workflow automation, on the internet calendars for reservation and scheduling, and Extendly Funnels & Websites Analytics Tool.
Set up snapshots are a hassle-free method for company leaders to keep their customers and stakeholders up-to-date with performance records. It conserves them the time of building their own periodic records or logging in to get on-demand data. Rather, they can send out a purposeful performance dashboard on an arranged basis that’s pertinent to their objectives and problems to review in their next testimonial conference.
When you produce a snapshot, all projects, design templates, automations, kinds, personalized areas, tags, sectors, scoring guidelines, pipelines, get in touches with and automated e-mail and text message projects that existed in your sandbox currently of production are immediately recorded into the brand-new account you create from it. In addition, you’ll additionally have access to any kind of existing pictures that are included in the theme. You can select to either usage or erase the snapshot. When a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share 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 obtain your agency started. It’s totally automated to make running your tiny client accounts a wind, including a representative website routine a recall button, evaluations and recommendation demands, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It even consists of a complete firm arrangement and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for relative economic stability compared to recent years, which is good information for brokers and their clients. The snapshot additionally indicates a growing passion amongst SMBs to get in touch with a PEO companion, which is a superb chance for brokers to assist their small company clients enhance advantages administration and add even more worth to the partnership.
This snapshot is an one-time purchase and only valid for use within 1 HighLevel firm account. You are not permitted to present or market the snapshot. You can, however, add it to as several sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Visit this site for even more information. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are using one more system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and effectively. It outfits you with a powerful toolkit to record leads, automate jobs and transform them right into clients. It also consists of a step-by-step video clip that strolls you with the arrangement procedure.
The snapshot will certainly transfer the adhering to items to a brand-new client account:
Campaigns, design templates, automations, types, personalized fields, tags, section conditions, racking up policies, pipelines, contacts and campaign reports. Note that images from templates, projects and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the top right edge of your firm view and choose Load Snapshot. After that choose the customer account that you intend to pack it right into. You can then use any one of the settings that you have customized in the snapshot.
You can likewise utilize this switch to refresh the snapshot. If you produced a snapshot and after that produce 100 client sub-accounts utilizing it, this will press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel setup to brand-new and existing customer accounts. They conserve you effort and time by decreasing the hands-on actions needed to establish your business’s automations. Extendly stands apart from other carriers by supplying thorough snapshots that are created to meet the requirements of specific markets and common use cases. Their SAAS snapshot, local business snapshot, physical fitness snapshot and realty snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group related automations together. Organizing an Automation Library assists you work with lots of automations and stays clear of the risk of forgetting to update vital settings or inadvertently changing something by crash.
To create a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next, choose the wanted tags and the resources that you intend to support. You can also set the back-up timetable. The most basic alternative is day-to-day with 35 day retention, which will certainly take a snapshot everyday and maintain it for 35 days.
SM’s plan functions by checking all the identified sources in your collection to see if any one of them have been changed considering that the last back-up. If it discovers one, SM takes a new snapshot and checks the changes once more. If it finds an additional adjustment, the oldest snapshot is erased and its information is replicated to the newest one.
The automated snapshot development workflow utilizes a state equipment that starts in the CREATION_START state and continuously checks the conditions to ensure that they are fulfilled. When the problems are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is developed or erased.