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In a globe of overcrowded software tools, Extendly’s snapshots provide a balance of cost, uniqueness and support. Each snapshot is crafted for varied functional demands and incorporates flawlessly with HighLevel CRM to make sure a smooth customer journey.
Easily reproduce one of the most effective advertising strategies and configurations for your firm in mins. This conserves you time, ensures consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to help you launch a white-labeled software program as a service (SaaS) firm quickly. It outfits you with a detailed set of devices and attributes to bring in, nurture and convert leads into customers. This includes an internet site, sales funnels, custom form design templates, workflow automation, on the internet schedules for reservation and scheduling, and Extendly GHL.
Scheduled snapshots are a convenient means for company leaders to keep their customers and stakeholders updated with efficiency reports. It saves them the moment of constructing their own routine reports or logging in to obtain on-demand information. Rather, they can send a purposeful performance control panel on an arranged basis that’s relevant to their objectives and concerns to talk about in their next evaluation meeting.
When you develop a snapshot, all campaigns, themes, automations, kinds, custom-made fields, tags, sections, racking up regulations, pipelines, contacts and automated email and text campaigns that existed in your sandbox at the moment of creation are immediately recorded into the new account you create from it. In addition, you’ll also have accessibility to any kind of existing images that are included in the design template. You can select to either use or remove the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts making use of a share web link that produces and sends out to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect way to obtain your firm began. It’s fully automated to make running your small client accounts a wind, including an agent web site routine a call back button, evaluations and recommendation requests, lead capture and email auto-responders, visit pointers, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a full firm arrangement and customization in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one economic security contrasted to recent years, which is great information for brokers and their customers. The snapshot likewise shows an expanding rate of interest among SMBs to connect with a PEO partner, which is an excellent opportunity for brokers to assist their small business customers enhance benefits management and add more worth to the connection.
This snapshot is an one-time acquisition and only legitimate for use within 1 HighLevel agency account. You are not permitted to present or resell the snapshot. You can, however, include it to as many sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click here for even more information. * Please keep in mind that this snapshot is just offered for use with the GoHighLevel CRM. If you are using an additional system, please call us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and efficiently. It furnishes you with an effective toolkit to catch leads, automate jobs and convert them right into clients. It additionally consists of a step-by-step video clip that walks you via the arrangement procedure.
The snapshot will certainly move the following items to a new customer account:
Projects, design templates, automations, types, customized areas, tags, segment problems, scoring guidelines, pipelines, calls and campaign reports. Keep in mind that photos from layouts, projects and automation emails will not be transferred.
When you are ready to release the snapshot, click the Actions food selection in the top right edge of your agency view and choose Load Snapshot. Then pick the customer account that you wish to pack it right into. You can then apply any of the setups that you have customized in the snapshot.
You can also utilize this switch to freshen the snapshot. If you created a snapshot and after that produce 100 customer sub-accounts using it, this will certainly push any type of updates to all accounts that are connected to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by lowering the hands-on actions called for to set up your business’s automations. Extendly attracts attention from other suppliers by providing thorough snapshots that are made to satisfy the demands of details markets and typical use situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team relevant automations with each other. Organizing an Automation Library aids you collaborate with lots of automations and prevents the risk of failing to remember to upgrade vital settings or inadvertently altering something by crash.
To create a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next off, select the preferred tags and the resources that you wish to back up. You can likewise set the back-up schedule. The simplest alternative is everyday with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s policy functions by examining all the identified sources in your collection to see if any of them have actually been modified because the last backup. If it discovers one, SM takes a new snapshot and checks the adjustments again. If it discovers one more adjustment, the oldest snapshot is deleted and its information is replicated to the latest one.
The automated snapshot development workflow utilizes a state machine that begins in the CREATION_START state and regularly checks the problems to see to it that they are satisfied. When the problems are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not fulfilled, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or deleted.