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In a world of chock-full software program devices, Extendly’s snapshots supply a balance of price, specificity and support. Each snapshot is crafted for varied functional demands and integrates seamlessly with HighLevel CRM to guarantee a seamless user trip.
Conveniently replicate one of the most effective marketing methods and setups for your firm in minutes. This saves you time, ensures consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to assist you launch a white-labeled software program as a service (SaaS) firm quickly. It outfits you with a comprehensive collection of tools and functions to draw in, support and transform introduce clients. This includes a web site, sales funnels, custom form layouts, workflow automation, on the internet schedules for reservation and organizing, and Extendly Privacy Policy.
Set up snapshots are a convenient method for company leaders to maintain their clients and stakeholders current with efficiency records. It conserves them the moment of developing their very own regular records or visiting to get on-demand data. Rather, they can send out a meaningful efficiency control panel on a set up basis that’s relevant to their goals and issues to go over in their next testimonial conference.
When you create a snapshot, all campaigns, templates, automations, forms, custom areas, tags, sectors, scoring regulations, pipelines, calls and automated e-mail and sms message campaigns that existed in your sandbox right now of production are instantly caught into the brand-new account you produce from it. Additionally, you’ll additionally have accessibility to any kind of existing photos that are consisted of in the template. You can choose to either use or erase the snapshot. When a snapshot is developed, you can import it right into other GoHighlevel accounts using a share link that creates and sends to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the ideal method to obtain your firm began. It’s fully automated to make running your small customer accounts a breeze, consisting of a representative site timetable a recall button, reviews and referral requests, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full company setup and modification in your High Level CRM in addition to 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 shows guarantee for loved one economic stability contrasted to recent years, which is good news for brokers and their customers. The snapshot additionally shows an expanding passion among SMBs to connect with a PEO companion, which is an outstanding opportunity for brokers to help their local business clients streamline benefits monitoring and add even more worth to the partnership.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel company account. You are not enabled to gift or re-sell the snapshot. You can, nevertheless, add it to as several sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click on this link for more information. * Please keep in mind that this snapshot is only offered for usage 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 made to make your firm run smoothly and efficiently. It outfits you with an effective toolkit to record leads, automate tasks and transform them right into customers. It also consists of a step-by-step video that walks you through the arrangement procedure.
The snapshot will move the following things to a brand-new client account:
Campaigns, layouts, automations, forms, custom fields, tags, section problems, racking up rules, pipelines, calls and campaign reports. Note that images from templates, campaigns and automation e-mails will not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your company sight and choose Load Snapshot. After that select the client account that you intend to pack it into. You can after that apply any one of the setups that you have changed in the snapshot.
You can additionally utilize this switch to refresh the snapshot. If you developed a snapshot and then develop 100 customer sub-accounts utilizing it, this will push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are great tools for moving your GoHighLevel configuration to new and existing client accounts. They save you effort and time by minimizing the hands-on actions needed to establish your business’s automations. Extendly sticks out from various other service providers by offering comprehensive snapshots that are made to fulfill the demands of particular markets and usual usage instances. Their SAAS snapshot, local business snapshot, fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you group associated automations with each other. Organizing an Automation Library assists you deal with lots of automations and avoids the risk of forgetting to update vital setups or inadvertently changing something by mishap.
To develop a new automation library, click the “Add” switch in the upper-right corner of the screen. Next off, select the preferred tags and the sources that you want to support. You can likewise establish the backup schedule. The easiest option is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s policy works by checking all the tagged sources in your cluster to see if any of them have been changed considering that the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it finds another change, the oldest snapshot is erased and its information is copied to the latest one.
The automated snapshot creation workflow makes use of a state device that begins in the CREATION_START state and constantly checks the problems to make sure that they are satisfied. When the problems are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not met, it moves to DELETION_START and then to DELETION_FINISHED states till the snapshot is developed or deleted.