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In a world of jammed software program devices, Extendly’s snapshots provide a balance of affordability, specificity and assistance. Each snapshot is crafted for varied functional needs and integrates effortlessly with HighLevel CRM to ensure a smooth customer journey.
Easily duplicate the most reliable marketing approaches and configurations for your firm in minutes. This conserves you time, ensures consistency and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to aid you launch a white-labeled software program as a service (SaaS) agency quickly. It equips you with a comprehensive collection of devices and features to draw in, nurture and convert leads into clients. This consists of an internet site, sales funnels, customized kind design templates, workflow automation, online calendars for booking and scheduling, and Extendly Onboarding Engine.
Arranged snapshots are a practical way for company leaders to maintain their clients and stakeholders updated with efficiency reports. It saves them the time of developing their very own periodic reports or visiting to get on-demand information. Rather, they can send a purposeful performance dashboard on a set up basis that’s pertinent to their goals and issues to talk about in their next review meeting.
When you produce a snapshot, all campaigns, layouts, automations, types, personalized areas, tags, sectors, scoring rules, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox right now of creation are automatically caught right into the new account you create from it. In addition, you’ll additionally have accessibility to any type of existing images that are included in the template. You can pick to either usage or erase the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts using a share link that creates and sends out to any type of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect way to get your firm started. It’s fully automated to make running your tiny client accounts a breeze, consisting of a representative internet site schedule a recall switch, testimonials and reference demands, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full agency arrangement and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for relative financial stability contrasted to recent years, which is great information for brokers and their customers. The snapshot likewise suggests an expanding rate of interest among SMBs to connect with a PEO companion, which is a superb possibility for brokers to help their small business customers simplify advantages management and add more worth to the partnership.
This snapshot is a single purchase and just valid for usage within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, nonetheless, include it to as numerous sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click here for more information. * Please keep in mind that this snapshot is only offered for use with the GoHighLevel CRM. If you are making use of another system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run smoothly and efficiently. It furnishes you with an effective toolkit to capture leads, automate tasks and convert them right into clients. It also includes a detailed video that walks you via the configuration process.
The snapshot will move the adhering to items to a new client account:
Campaigns, design templates, automations, forms, personalized fields, tags, sector conditions, scoring regulations, pipelines, calls and project reports. Keep in mind that pictures from design templates, projects and automation emails will not be moved.
When you are ready to release the snapshot, click the Actions food selection in the top right edge of your company view and pick Load Snapshot. After that select the client account that you want to pack it into. You can then use any of the settings that you have actually changed in the snapshot.
You can additionally use this switch to refresh the snapshot. If you produced a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will push any type of updates to all accounts that are connected to the snapshot.
Snapshots are terrific devices for moving your GoHighLevel setup to new and existing client accounts. They save you time and effort by minimizing the hands-on actions called for to set up your business’s automations. Extendly sticks out from other carriers by providing detailed snapshots that are created to satisfy the demands of specific markets and usual usage situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team relevant automations with each other. Organizing an Automation Library aids you collaborate with multitudes of automations and prevents the danger of forgetting to upgrade important settings or mistakenly altering something by accident.
To produce a brand-new automation collection, click the “Add” switch in the upper-right edge of the display. Next, pick the wanted tags and the resources that you wish to support. You can also set the back-up timetable. The simplest alternative is everyday with 35 day retention, which will certainly take a snapshot every day and keep it for 35 days.
SM’s plan functions by examining all the marked sources in your collection to see if any one of them have been customized given that the last back-up. If it discovers one, SM takes a new snapshot and checks the modifications once again. If it locates an additional adjustment, the oldest snapshot is removed and its data is copied to the latest one.
The automated snapshot production workflow utilizes a state device that begins in the CREATION_START state and continuously checks the problems to make sure that they are fulfilled. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states till the snapshot is produced or erased.