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In a world of chock-full software application tools, Extendly’s snapshots offer an equilibrium of cost, uniqueness and assistance. Each snapshot is crafted for varied operational demands and incorporates flawlessly with HighLevel CRM to make certain a smooth user trip.
Easily duplicate the most effective marketing approaches and setups for your firm in minutes. This conserves you time, makes certain consistency and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to help you launch a white-labeled software application as a service (SaaS) company quick. It equips you with a detailed collection of devices and features to draw in, nurture and transform introduce customers. This includes a site, sales funnels, custom-made form templates, workflow automation, on-line calendars for booking and scheduling, and Extendly Knowledge Base.
Scheduled snapshots are a practical way for firm leaders to keep their clients and stakeholders updated with performance reports. It conserves them the moment of developing their very own regular reports or logging in to obtain on-demand information. Instead, they can send a purposeful performance dashboard on a scheduled basis that’s pertinent to their goals and concerns to discuss in their following testimonial conference.
When you develop a snapshot, all campaigns, design templates, automations, kinds, custom-made areas, tags, segments, racking up regulations, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox at the moment of development are automatically captured right into the new account you develop from it. On top of that, you’ll additionally have accessibility to any existing pictures that are consisted of in the design template. You can choose to either usage or delete the snapshot. Once a snapshot is produced, you can import it into other GoHighlevel accounts using a share web link that generates and sends to any type of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the best means to obtain your firm began. It’s fully automated to make running your tiny client accounts a breeze, consisting of an agent web site routine a recall button, testimonials and recommendation demands, lead capture and e-mail auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete company configuration and customization in your High Level CRM together with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for relative financial security compared to current years, which is excellent information for brokers and their customers. The snapshot additionally indicates a growing passion among SMBs to connect with a PEO partner, which is an exceptional opportunity for brokers to assist their small business customers improve advantages management and add more value to the relationship.
This snapshot is a single acquisition and only valid for usage within 1 HighLevel company account. You are not allowed to present or market the snapshot. You can, nonetheless, include it to as several sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Go here for more information. * Please keep in mind that this snapshot is just offered for use 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 agency run smoothly and effectively. It outfits you with an effective toolkit to catch leads, automate tasks and transform them right into customers. It additionally includes a step-by-step video that walks you through the configuration procedure.
The snapshot will move the following things to a brand-new customer account:
Campaigns, layouts, automations, forms, custom-made areas, tags, segment conditions, scoring rules, pipelines, get in touches with and campaign reports. Keep in mind that photos from themes, campaigns and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the top right edge of your firm sight and pick Load Snapshot. After that choose the customer account that you want to load it right into. You can after that apply any of the setups that you have customized in the snapshot.
You can likewise use this button to refresh the snapshot. If you produced a snapshot and after that produce 100 client sub-accounts using it, this will certainly press any kind of updates to all accounts that are attached to the snapshot.
Snapshots are excellent devices for moving your GoHighLevel configuration to brand-new and existing customer accounts. They conserve you time and effort by minimizing the hand-operated actions called for to set up your business’s automations. Extendly stands out from various other companies by supplying detailed snapshots that are created to satisfy the demands of certain markets and common use cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team associated automations together. Organizing an Automation Library helps you work with multitudes of automations and avoids the threat of neglecting to update vital settings or unintentionally transforming something by crash.
To produce a brand-new automation collection, click the “Add” button in the upper-right edge of the display. Next off, select the preferred tags and the sources that you wish to support. You can additionally establish the backup routine. The most basic alternative is daily with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan functions by inspecting all the tagged sources in your cluster to see if any of them have been modified since the last backup. If it locates one, SM takes a new snapshot and checks the modifications once again. If it locates one more change, the oldest snapshot is removed and its data is duplicated to the newest one.
The automated snapshot creation workflow utilizes a state equipment that starts in the CREATION_START state and constantly checks the problems to make sure that they are satisfied. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the conditions are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or erased.