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In a globe of jammed software program tools, Extendly’s snapshots provide a balance of price, uniqueness and support. Each snapshot is crafted for varied functional demands and integrates effortlessly with HighLevel CRM to make sure a smooth customer journey.
Quickly duplicate one of the most efficient advertising and marketing approaches and configurations for your agency in mins. This saves you time, guarantees uniformity and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to assist you launch a white-labeled software as a service (SaaS) firm quick. It furnishes you with an extensive set of tools and attributes to draw in, nurture and convert introduce customers. This consists of a web site, sales funnels, custom-made type layouts, workflow automation, online calendars for reservation and scheduling, and Extendly Launch Guides.
Arranged snapshots are a hassle-free method for firm leaders to keep their clients and stakeholders up-to-date with efficiency reports. It saves them the time of constructing their own routine records or visiting to obtain on-demand information. Instead, they can send out a meaningful performance control panel on a set up basis that’s appropriate to their objectives and issues to discuss in their following evaluation conference.
When you develop a snapshot, all campaigns, layouts, automations, kinds, personalized fields, tags, segments, scoring rules, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox currently of production are immediately recorded right into the brand-new account you produce from it. Furthermore, you’ll likewise have accessibility to any type of existing pictures that are included in the template. You can select to either use or delete the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts utilizing a share link that produces and sends to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the excellent means to obtain your agency began. It’s fully automated to make running your small customer accounts a breeze, including a representative web site routine a recall button, evaluations and referral requests, lead capture and email auto-responders, visit pointers, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even includes a complete company 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 guarantee for loved one financial security compared to recent years, which is great information for brokers and their customers. The snapshot likewise indicates an expanding rate of interest amongst SMBs to get in touch with a PEO partner, which is an excellent chance for brokers to aid their small company customers streamline advantages administration and include more worth to the partnership.
This snapshot is a single acquisition and just valid for use within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, however, add it to as several sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are utilizing one more system, please contact us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and effectively. It outfits you with a powerful toolkit to record leads, automate jobs and convert them into clients. It also includes a step-by-step video clip that strolls you through the setup procedure.
The snapshot will certainly move the following products to a new client account:
Projects, design templates, automations, kinds, customized areas, tags, sector conditions, racking up guidelines, pipelines, get in touches with and project reports. Keep in mind that images from themes, projects and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the top right corner of your company sight and choose Load Snapshot. Then select the customer account that you want to pack it into. You can then apply any of the settings that you have actually changed in the snapshot.
You can additionally use this switch to freshen the snapshot. If you created a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will certainly press any kind of updates to all accounts that are attached to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel configuration to new and existing customer accounts. They conserve you effort and time by decreasing the hand-operated actions needed to establish your business’s automations. Extendly sticks out from various other service providers by supplying thorough snapshots that are created to meet the needs of particular markets and common use situations. Their SAAS snapshot, small business snapshot, health and fitness snapshot and realty snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you team related automations together. Organizing an Automation Library helps you work with large numbers of automations and prevents the threat of neglecting to update essential setups or mistakenly changing something by accident.
To develop a brand-new automation library, 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 additionally establish the back-up routine. The easiest alternative is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan works by checking all the marked resources in your cluster to see if any of them have actually been changed because the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes once more. If it locates another adjustment, the oldest snapshot is removed and its information is copied to the most recent one.
The automated snapshot development workflow uses a state device that starts in the CREATION_START state and constantly checks the problems to see to it that they are fulfilled. When the problems 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 relocates to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is produced or deleted.