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In a world of chock-full software devices, Extendly’s snapshots offer an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse functional needs and incorporates effortlessly with HighLevel CRM to make certain a seamless customer journey.
Easily duplicate one of the most reliable advertising methods and arrangements for your firm in minutes. This saves you time, ensures uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to help you launch a white-labeled software as a service (SaaS) agency quick. It furnishes you with a thorough set of tools and features to attract, nurture and convert introduce customers. This consists of an internet site, sales funnels, custom form themes, workflow automation, on-line schedules for reservation and scheduling, and Extendly GoHighLevel Support.
Arranged snapshots are a practical method for agency leaders to keep their clients and stakeholders up-to-date with performance records. It conserves them the moment of constructing their very own periodic records or visiting to obtain on-demand data. Rather, they can send a purposeful efficiency dashboard on an arranged basis that’s relevant to their objectives and problems to discuss in their next evaluation meeting.
When you create a snapshot, all campaigns, design templates, automations, types, custom fields, tags, segments, racking up rules, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox currently of creation are immediately recorded right into the new account you develop from it. On top of that, you’ll additionally have access to any existing pictures that are consisted of in the theme. You can pick to either use or erase the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share link that creates and sends to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the excellent means to get your agency started. It’s completely automated to make running your small customer accounts a breeze, including a representative internet site routine a recall button, testimonials and reference requests, lead capture and email auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a full agency arrangement and personalization in your High Level CRM together 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 relative economic stability compared to recent years, which is good information for brokers and their customers. The snapshot likewise indicates a growing rate of interest among SMBs to connect with a PEO companion, which is an excellent chance for brokers to assist their local business clients improve benefits management and include even more value to the connection.
This snapshot is a single acquisition and only legitimate for use within 1 HighLevel agency account. You are not permitted to present or re-sell the snapshot. You can, nonetheless, add it to as several sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Go here for more details. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are using another system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run smoothly and efficiently. It furnishes you with an effective toolkit to catch leads, automate jobs and convert them right into customers. It additionally consists of a step-by-step video that walks you through the arrangement procedure.
The snapshot will transfer the complying with products to a brand-new customer account:
Campaigns, design templates, automations, forms, personalized fields, tags, section conditions, scoring guidelines, pipelines, get in touches with and project records. Note that images from design templates, projects and automation emails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the top right edge of your company view and pick Load Snapshot. Then pick the client account that you intend to load it right into. You can after that apply any of the settings that you have actually customized in the snapshot.
You can likewise use this button to rejuvenate the snapshot. If you produced a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will certainly press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel setup to new and existing client accounts. They conserve you effort and time by reducing the hand-operated actions called for to establish your business’s automations. Extendly attracts attention from various other providers by supplying detailed snapshots that are made to fulfill the needs of particular markets and typical use situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you group associated automations together. Organizing an Automation Library helps you collaborate with lots of automations and avoids the threat of neglecting to upgrade important settings or mistakenly transforming something by accident.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next, choose the desired tags and the sources that you want to back up. You can also set the back-up timetable. The simplest option is daily with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s policy works by examining all the tagged sources in your cluster to see if any one of them have actually been customized given that the last backup. If it finds one, SM takes a new snapshot and checks the modifications again. If it finds one more change, the earliest snapshot is deleted and its data is duplicated to the newest one.
The automated snapshot production workflow makes use of a state equipment that begins in the CREATION_START state and continuously checks the problems to ensure that they are met. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not satisfied, it moves to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or removed.