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In a globe of chock-full software tools, Extendly’s snapshots provide an equilibrium of affordability, specificity and support. Each snapshot is crafted for diverse functional demands and integrates effortlessly with HighLevel CRM to make sure a smooth customer journey.
Conveniently replicate the most reliable advertising techniques and configurations for your agency in minutes. This conserves you time, ensures consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template designed to help you launch a white-labeled software as a solution (SaaS) agency quick. It outfits you with a comprehensive set of devices and features to attract, support and convert introduce clients. This includes an internet site, sales funnels, personalized form layouts, workflow automation, on-line schedules for reservation and organizing, and Extendly Pizza Restaurant Snapshot.
Arranged snapshots are a practical means for firm leaders to keep their customers and stakeholders up-to-date with performance reports. It saves them the time of developing their very own periodic records or visiting to get on-demand information. Rather, they can send out a purposeful efficiency control panel on a scheduled basis that’s pertinent to their goals and concerns to talk about in their next review meeting.
When you develop a snapshot, all projects, templates, automations, kinds, custom-made fields, tags, segments, scoring policies, pipelines, contacts and automated email and sms message projects that existed in your sandbox at the moment of production are automatically captured into the brand-new account you produce from it. On top of that, you’ll additionally have access to any type of existing images that are included in the design template. You can choose to either use or remove the snapshot. As soon as a snapshot is developed, you can import it into other GoHighlevel accounts utilizing a share link that produces and sends to any type of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect method to get your company began. It’s fully automated to make running your little client accounts a breeze, including an agent internet site routine a recall switch, testimonials and reference demands, lead capture and e-mail auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also includes a complete company configuration and personalization 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 pledge for loved one financial security contrasted to recent years, which is great information for brokers and their customers. The snapshot also shows an expanding interest amongst SMBs to get in touch with a PEO companion, which is an exceptional possibility for brokers to aid their local business clients streamline advantages monitoring and include more value to the partnership.
This snapshot is a single purchase and only valid for usage within 1 HighLevel agency account. You are not enabled to gift or resell the snapshot. You can, however, add it to as several sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Go here for even more details. * Please note that this snapshot is just available for use with the GoHighLevel CRM. If you are making use of another system, please contact us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and efficiently. It furnishes you with a powerful toolkit to capture leads, automate tasks and transform them right into customers. It likewise consists of a step-by-step video that walks you with the arrangement process.
The snapshot will transfer the complying with products to a new customer account:
Projects, design templates, automations, types, custom-made areas, tags, segment problems, racking up regulations, pipelines, get in touches with and campaign records. Keep in mind that photos from design templates, projects and automation emails will not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right edge of your agency view and pick Load Snapshot. After that choose the customer account that you intend to fill it right into. You can then use any one of the settings that you have changed in the snapshot.
You can also use this button to freshen the snapshot. If you developed a snapshot and after that produce 100 client sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by reducing the hands-on steps called for to establish your business’s automations. Extendly stands apart from various other companies by supplying comprehensive snapshots that are developed to satisfy the demands of particular industries and common use cases. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group related automations with each other. Organizing an Automation Library aids you collaborate with lots of automations and stays clear of the risk of failing to remember to update crucial settings or unintentionally transforming something by accident.
To create a new automation collection, click the “Add” button in the upper-right corner of the screen. Next, choose the desired tags and the sources that you want to back up. You can also set the back-up routine. The simplest choice is daily with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s plan functions by checking all the identified sources in your cluster to see if any of them have been changed because the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes again. If it discovers an additional change, the earliest snapshot is removed and its information is duplicated to the most recent one.
The automated snapshot production workflow utilizes a state maker that starts in the CREATION_START state and regularly checks the problems to see to it that they are met. When the conditions are satisfied, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not fulfilled, it transfers to DELETION_START and then to DELETION_FINISHED states until the snapshot is produced or erased.