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In a world of jammed software tools, Extendly’s snapshots supply a balance of affordability, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates seamlessly with HighLevel CRM to ensure a smooth individual trip.
Quickly replicate the most reliable marketing approaches and arrangements for your agency in mins. This conserves you time, makes sure uniformity and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to help you launch a white-labeled software as a solution (SaaS) firm fast. It outfits you with a thorough collection of tools and attributes to attract, nurture and transform introduce customers. This consists of a site, sales funnels, custom-made type design templates, workflow automation, on the internet schedules for reservation and scheduling, and Extendly Hiring.
Set up snapshots are a convenient method for company leaders to keep their clients and stakeholders current with performance reports. It saves them the moment of building their very own regular records or logging in to obtain on-demand information. Instead, they can send out a significant efficiency control panel on an arranged basis that’s pertinent to their objectives and issues to review in their following evaluation conference.
When you develop a snapshot, all campaigns, themes, automations, types, custom-made areas, tags, sections, racking up regulations, pipelines, get in touches with and automated email and text message campaigns that existed in your sandbox presently of creation are immediately recorded right into the new account you develop from it. Additionally, you’ll likewise have access to any kind of existing images that are consisted of in the design template. You can pick to either usage or remove the snapshot. Once a snapshot is produced, you can import it into other GoHighlevel accounts using a share web link that creates and sends out to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the perfect method to obtain your firm began. It’s fully automated to make running your little client accounts a breeze, consisting of an agent website schedule a recall button, evaluations and referral requests, lead capture and email auto-responders, visit pointers, lost/inactive clients, no-show workflows, follow-up sequences and even more. It even includes a full agency setup and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows promise for family member economic stability compared to recent years, which is good information for brokers and their customers. The snapshot likewise indicates an expanding passion among SMBs to get in touch with a PEO partner, which is a superb possibility for brokers to aid their small company customers simplify advantages monitoring and include even more value to the relationship.
This snapshot is a single acquisition and just legitimate for usage within 1 HighLevel company account. You are not allowed to present or re-sell the snapshot. You can, however, add it to as many sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click on this link for more details. * Please keep in mind that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and effectively. It furnishes you with an effective toolkit to record leads, automate jobs and transform them into clients. It additionally consists of a step-by-step video clip that strolls you with the arrangement process.
The snapshot will transfer the adhering to products to a brand-new customer account:
Campaigns, layouts, automations, kinds, customized areas, tags, segment problems, racking up regulations, pipelines, contacts and project records. Note that images from design templates, 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 corner of your firm sight and choose Load Snapshot. After that choose the customer account that you wish to pack it right into. You can after that use any one of the settings that you have modified in the snapshot.
You can also use this button to revitalize the snapshot. If you created a snapshot and then create 100 client sub-accounts using it, this will certainly press any updates to all accounts that are linked to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel arrangement to brand-new and existing customer accounts. They save you effort and time by lowering the manual actions needed to set up your business’s automations. Extendly stands apart from various other carriers by providing comprehensive snapshots that are created to meet the demands of particular industries and common use cases. Their SAAS snapshot, small company snapshot, health and 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 team associated automations with each other. Organizing an Automation Library helps you deal with multitudes of automations and prevents the risk of forgetting to update essential setups or inadvertently altering something by mishap.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the display. Next, select the preferred tags and the sources that you want to support. You can additionally set the backup routine. The most basic option is daily with 35 day retention, which will certainly take a snapshot everyday and maintain it for 35 days.
SM’s policy works by checking all the identified sources in your cluster to see if any one of them have been customized since the last backup. If it locates one, SM takes a brand-new snapshot and checks the adjustments again. If it locates another modification, the earliest snapshot is erased and its information is duplicated to the most recent one.
The automated snapshot creation workflow utilizes a state machine that begins in the CREATION_START state and regularly checks the conditions to make sure that they are satisfied. When the problems are fulfilled, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not met, it relocates to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is created or erased.