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In a world of chock-full software tools, Extendly’s snapshots use a balance of price, specificity and assistance. Each snapshot is crafted for diverse operational needs and integrates perfectly with HighLevel CRM to make certain a seamless user journey.
Quickly reproduce one of the most reliable advertising and marketing approaches and configurations for your firm in mins. This saves you time, makes certain consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to aid you launch a white-labeled software as a solution (SaaS) agency quick. It furnishes you with a comprehensive set of devices and functions to draw in, support and convert introduce clients. This includes a website, sales funnels, custom-made type templates, workflow automation, online calendars for reservation and scheduling, and Extendly Reddit.
Set up snapshots are a practical method for firm leaders to maintain their clients and stakeholders up-to-date with efficiency reports. It saves them the time of developing their very own periodic records or logging in to obtain on-demand information. Rather, they can send a purposeful performance control panel on an arranged basis that’s relevant to their goals and concerns to go over in their next review meeting.
When you create a snapshot, all campaigns, design templates, automations, forms, personalized fields, tags, segments, racking up rules, pipelines, get in touches with and automated email and text campaigns that existed in your sandbox at the moment of development are instantly captured into the new account you produce from it. On top of that, you’ll also have accessibility to any kind of existing images that are consisted of in the theme. You can choose to either usage or remove the snapshot. When a snapshot is created, you can import it right into other GoHighlevel accounts using a share web link that produces and sends to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the perfect method to obtain your company began. It’s completely automated to make running your tiny client accounts a wind, consisting of an agent web site timetable a call back button, evaluations and referral demands, lead capture and email auto-responders, consultation tips, lost/inactive clients, no-show workflows, follow-up series and even more. It also consists of a full firm arrangement and modification in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for relative financial security compared to current years, which is excellent news for brokers and their customers. The snapshot also suggests a growing rate of interest amongst SMBs to get in touch with a PEO companion, which is an excellent opportunity for brokers to assist their local business clients improve advantages management and include even more worth to the connection.
This snapshot is an one-time acquisition and only valid for usage within 1 HighLevel agency account. You are not allowed to present or resell the snapshot. You can, nevertheless, add it to as many sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Click on this link for even more details. * Please note that this snapshot is just offered for use with the GoHighLevel CRM. If you are using one more system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and successfully. It furnishes you with a powerful toolkit to capture leads, automate jobs and convert them right into clients. It also includes a step-by-step video clip that walks you through the configuration process.
The snapshot will certainly transfer the complying with things to a new client account:
Projects, design templates, automations, types, custom fields, tags, segment conditions, scoring rules, pipelines, contacts and campaign records. Keep in mind that images from templates, campaigns and automation e-mails will certainly not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the top right edge of your firm view and pick Load Snapshot. Then pick the client account that you intend to pack it right into. You can then use any one of the settings that you have actually modified in the snapshot.
You can also utilize this switch to rejuvenate the snapshot. If you produced a snapshot and afterwards develop 100 customer sub-accounts using it, this will certainly press any updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel configuration to new and existing customer accounts. They save you effort and time by reducing the manual steps required to establish your business’s automations. Extendly sticks out from various other service providers by supplying comprehensive snapshots that are developed to satisfy the requirements of particular industries and usual usage cases. Their SAAS snapshot, local business snapshot, health and 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 lets you team associated automations with each other. Organizing an Automation Library assists you work with large numbers of automations and avoids the risk of neglecting to upgrade important settings or accidentally transforming something by accident.
To create a brand-new automation library, click the “Add” switch in the upper-right edge of the display. Next, pick the wanted tags and the sources that you wish to support. You can also set the back-up routine. The simplest option is everyday with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s plan works by checking all the identified resources in your cluster to see if any of them have been modified considering that the last backup. If it locates one, SM takes a new snapshot and checks the adjustments once again. If it discovers an additional change, the oldest snapshot is deleted and its data is duplicated to the latest one.
The automated snapshot creation workflow utilizes a state equipment that begins in the CREATION_START state and frequently checks the problems to ensure that they are fulfilled. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not met, it moves to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is produced or removed.