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In a world of jammed software application devices, Extendly’s snapshots supply an equilibrium of cost, specificity and support. Each snapshot is crafted for varied functional requirements and integrates flawlessly with HighLevel CRM to guarantee a smooth user journey.
Easily duplicate one of the most efficient advertising and marketing methods and setups for your company in minutes. This saves you time, ensures uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to help you launch a white-labeled software application as a service (SaaS) company quick. It equips you with a thorough set of tools and features to draw in, support and transform leads into customers. This consists of a web site, sales funnels, custom kind design templates, workflow automation, online schedules for reservation and scheduling, and Extendly Health & Wellness Snapshot.
Scheduled snapshots are a convenient way for firm leaders to maintain their clients and stakeholders current with efficiency records. It saves them the time of developing their own regular reports or logging in to get on-demand information. Rather, they can send out a significant performance control panel on a scheduled basis that’s appropriate to their objectives and problems to talk about in their next review meeting.
When you create a snapshot, all projects, design templates, automations, kinds, personalized areas, tags, sectors, scoring rules, pipelines, contacts and automated e-mail and text campaigns that existed in your sandbox at the moment of production are automatically captured right into the brand-new account you produce from it. Additionally, you’ll also have access to any existing pictures that are consisted of in the layout. You can pick to either usage or erase the snapshot. When a snapshot is produced, you can import it into 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 best way to obtain your agency started. It’s completely automated to make running your small client accounts a wind, consisting of an agent site routine a recall button, testimonials and referral requests, lead capture and email auto-responders, visit pointers, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also consists of a full firm configuration and customization in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows promise for loved one economic stability contrasted to recent years, which is excellent news for brokers and their clients. The snapshot additionally indicates a growing interest among SMBs to get in touch with a PEO companion, which is an outstanding opportunity for brokers to help their small business clients simplify advantages monitoring and include even more value to the relationship.
This snapshot is an one-time acquisition and only legitimate for use within 1 HighLevel firm account. You are not permitted to gift or market the snapshot. You can, nevertheless, include it to as many sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click here for even more details. * Please note that this snapshot is just offered for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and effectively. It equips you with a powerful toolkit to record leads, automate tasks and transform them into clients. It also consists of a detailed video clip that strolls you via the configuration process.
The snapshot will move the following items to a brand-new customer account:
Campaigns, templates, automations, forms, custom areas, tags, segment problems, racking up policies, pipelines, contacts and project records. Note that pictures from layouts, campaigns and automation e-mails will not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the leading right corner of your firm sight and pick Load Snapshot. After that choose the client account that you intend to fill it into. You can after that use any of the settings that you have changed in the snapshot.
You can additionally utilize this button to rejuvenate the snapshot. If you produced a snapshot and then create 100 client sub-accounts using it, this will certainly push any updates to all accounts that are connected to the snapshot.
Snapshots are great devices for moving your GoHighLevel setup to new and existing client accounts. They conserve you time and effort by decreasing the manual steps needed to set up your business’s automations. Extendly sticks out from other carriers by providing thorough snapshots that are created to fulfill the demands of particular markets and common usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and realty snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group relevant automations with each other. Organizing an Automation Library helps you deal with multitudes of automations and avoids the threat of forgetting to upgrade crucial settings or mistakenly changing something by mishap.
To create a new automation collection, click the “Add” button in the upper-right edge of the screen. Next, pick the desired tags and the resources that you intend to support. You can additionally set the back-up timetable. The easiest option is day-to-day with 35 day retention, which will take a snapshot on a daily basis and maintain it for 35 days.
SM’s policy works by checking all the tagged resources in your collection to see if any of them have been customized given that the last back-up. If it discovers one, SM takes a new snapshot and checks the changes again. If it locates another modification, the earliest snapshot is removed and its data is duplicated to the most recent one.
The automated snapshot creation workflow uses a state device that starts in the CREATION_START state and continuously checks the problems to make sure that they are satisfied. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is developed or deleted.