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In a globe of jammed software program devices, Extendly’s snapshots supply a balance of affordability, specificity and support. Each snapshot is crafted for diverse operational demands and integrates effortlessly with HighLevel CRM to make sure a seamless customer journey.
Quickly replicate one of the most efficient advertising techniques and arrangements for your agency in minutes. This conserves you time, ensures uniformity and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to help you launch a white-labeled software application as a service (SaaS) firm quick. It outfits you with a thorough set of devices and attributes to draw in, support and convert introduce clients. This includes a site, sales funnels, customized type templates, workflow automation, on-line schedules for booking and organizing, and Extendly Gym & Fitness Snapshot.
Scheduled snapshots are a convenient way for firm leaders to keep their clients and stakeholders updated with efficiency records. It saves them the time of constructing their very own regular records or logging in to get on-demand data. Rather, they can send out a significant performance control panel on an arranged basis that’s appropriate to their objectives and issues to review in their following evaluation meeting.
When you produce a snapshot, all projects, layouts, automations, forms, custom-made fields, tags, segments, scoring guidelines, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox at the moment of production are automatically captured into the new account you produce from it. On top of that, you’ll likewise have access to any type of existing images that are consisted of in the template. You can select to either use or delete the snapshot. When a snapshot is produced, you can import it into various other GoHighlevel accounts using a share web link that creates and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect way to get your agency began. It’s completely automated to make running your small customer accounts a wind, consisting of a representative site timetable a recall button, reviews and reference requests, lead capture and e-mail auto-responders, appointment pointers, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a full company setup and personalization 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 shows guarantee for family member economic security compared to current years, which is great information for brokers and their clients. The snapshot also shows a growing interest among SMBs to get in touch with a PEO companion, which is an outstanding possibility for brokers to assist their small business customers enhance advantages monitoring and add more value to the partnership.
This snapshot is an one-time purchase and only valid for use within 1 HighLevel company account. You are not allowed to present or resell the snapshot. You can, however, add it to as numerous sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Go here for even more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are using an additional system, please contact us to talk about options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run smoothly and successfully. It outfits you with a powerful toolkit to record leads, automate jobs and convert them right into customers. It additionally consists of a detailed video clip that walks you via the arrangement process.
The snapshot will certainly move the complying with products to a new customer account:
Campaigns, design templates, automations, forms, custom areas, tags, sector conditions, scoring policies, pipelines, get in touches with and campaign records. Note that photos from design templates, projects and automation e-mails will certainly not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the leading right corner of your agency sight and select Load Snapshot. Then choose the customer account that you intend to pack it into. You can after that apply any of the setups that you have actually changed in the snapshot.
You can also utilize this switch to revitalize the snapshot. If you created a snapshot and then produce 100 client sub-accounts using it, this will press any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel arrangement to new and existing customer accounts. They conserve you effort and time by lowering the hands-on steps called for to establish your business’s automations. Extendly stands apart from various other suppliers by offering extensive snapshots that are designed to satisfy the demands of details industries and common usage instances. Their SAAS snapshot, small business snapshot, health and fitness snapshot and real estate snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team associated automations with each other. Organizing an Automation Library helps you collaborate with large numbers of automations and stays clear of the danger of neglecting to update vital setups or mistakenly changing something by crash.
To develop a new automation collection, click the “Add” button in the upper-right corner of the display. Next off, pick the preferred tags and the resources that you wish to back up. You can also set the back-up schedule. The most basic choice is daily with 35 day retention, which will take a snapshot every day and maintain it for 35 days.
SM’s plan functions by checking all the tagged sources in your collection to see if any of them have been customized because the last backup. If it discovers one, SM takes a brand-new snapshot and checks the adjustments again. If it locates an additional modification, the oldest snapshot is removed and its information is copied to the most recent one.
The automated snapshot development workflow uses a state equipment that begins in the CREATION_START state and continuously checks the problems to make sure that they are met. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not met, it moves to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or removed.