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In a globe of overcrowded software application tools, Extendly’s snapshots offer an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and integrates perfectly with HighLevel CRM to guarantee a seamless user trip.
Conveniently duplicate one of the most efficient marketing techniques and setups for your agency in mins. This conserves you time, makes certain consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to assist you launch a white-labeled software program as a service (SaaS) agency quick. It outfits you with an extensive set of devices and features to bring in, nurture and convert leads into clients. This includes an internet site, sales funnels, custom form templates, workflow automation, on-line schedules for booking and organizing, and Extendly Logo.
Arranged snapshots are a convenient method for agency leaders to keep their clients and stakeholders current with efficiency records. It saves them the moment of developing their very own regular reports or visiting to obtain on-demand information. Rather, they can send a purposeful efficiency dashboard on a scheduled basis that’s pertinent to their objectives and problems to go over in their next testimonial conference.
When you create a snapshot, all projects, templates, automations, forms, custom fields, tags, segments, racking up guidelines, pipelines, get in touches with and automated email and text message projects that existed in your sandbox at the moment of production are automatically recorded right into the new account you create from it. On top of that, you’ll also have access to any kind of existing pictures that are consisted of in the design template. You can select to either use or delete the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts using a share link that produces and sends out to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal means to get your company started. It’s totally automated to make running your little client accounts a breeze, including a representative website routine a call back button, evaluations and referral demands, lead capture and email auto-responders, visit pointers, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a full company setup and customization in your High Level CRM together 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 relative financial security compared to current years, which is great information for brokers and their clients. The snapshot also shows an expanding rate of interest amongst SMBs to connect with a PEO partner, which is a superb possibility for brokers to help their local business customers improve advantages administration and include even more value to the partnership.
This snapshot is a single acquisition and just valid for usage within 1 HighLevel company account. You are not enabled to gift or market the snapshot. You can, nonetheless, add it to as numerous sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Go here for more information. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing another system, please call us to talk about options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and effectively. It equips you with a powerful toolkit to capture leads, automate jobs and convert them right into clients. It likewise includes a step-by-step video clip that strolls you via the setup process.
The snapshot will certainly transfer the adhering to items to a new customer account:
Campaigns, themes, automations, forms, customized fields, tags, segment conditions, scoring policies, pipelines, contacts and project reports. Keep in mind that pictures from templates, campaigns and automation e-mails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the top right corner of your agency sight and select Load Snapshot. Then pick the customer account that you want to pack it into. You can after that use any of the settings that you have actually changed in the snapshot.
You can likewise use this switch to freshen the snapshot. If you created a snapshot and afterwards create 100 client sub-accounts utilizing it, this will press any type of updates to all accounts that are attached to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by reducing the hand-operated actions required to establish your business’s automations. Extendly attracts attention from other service providers by providing extensive snapshots that are made to satisfy the demands of particular sectors and common use instances. Their SAAS snapshot, small business snapshot, fitness snapshot and real estate snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group relevant automations together. Organizing an Automation Library helps you work with large numbers of automations and avoids the danger of forgetting to update vital settings or accidentally transforming something by accident.
To create a brand-new automation library, click the “Add” button in the upper-right edge of the display. Next, choose the preferred tags and the resources that you wish to support. You can also set the back-up schedule. The simplest choice is day-to-day with 35 day retention, which will certainly take a snapshot daily and keep it for 35 days.
SM’s plan works by checking all the tagged sources in your cluster 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 adjustments again. If it discovers an additional adjustment, the earliest snapshot is erased and its data is replicated to the most recent one.
The automated snapshot production workflow uses a state maker that starts in the CREATION_START state and frequently checks the conditions to ensure that they are satisfied. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it relocates to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or erased.