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In a world of overcrowded software application tools, Extendly’s snapshots offer an equilibrium of affordability, specificity and assistance. Each snapshot is crafted for varied operational needs and incorporates perfectly with HighLevel CRM to make certain a seamless customer journey.
Quickly reproduce one of the most effective marketing techniques and configurations for your agency in mins. This saves you time, guarantees uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to assist you launch a white-labeled software application as a service (SaaS) company quick. It outfits you with a thorough collection of tools and functions to attract, support and transform leads into customers. This includes an internet site, sales funnels, custom kind templates, workflow automation, on-line schedules for reservation and organizing, and Extendly Reset Password.
Arranged snapshots are a convenient method for firm leaders to keep their customers and stakeholders updated with performance records. It conserves them the moment of constructing their very own regular reports or logging in to obtain on-demand data. Instead, they can send out a purposeful performance dashboard on a scheduled basis that’s pertinent to their goals and concerns to review in their next evaluation meeting.
When you produce a snapshot, all campaigns, design templates, automations, types, custom-made areas, tags, sectors, scoring regulations, pipelines, get in touches with and automated e-mail and text message campaigns that existed in your sandbox at the moment of production are immediately recorded right into the new account you produce from it. On top of that, you’ll likewise have accessibility to any existing photos that are consisted of in the layout. You can choose to either use or remove the snapshot. Once a snapshot is created, you can import it into various other GoHighlevel accounts using a share web link that generates and sends to any type of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the excellent method to get your firm started. It’s totally automated to make running your small customer accounts a breeze, including an agent website routine a call back switch, testimonials and reference demands, lead capture and e-mail auto-responders, visit suggestions, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a full firm setup and modification 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 loved one economic stability contrasted to current years, which is good information for brokers and their clients. The snapshot additionally indicates an expanding interest amongst SMBs to connect with a PEO companion, which is an outstanding chance for brokers to aid their small business clients simplify advantages management and include more worth to the relationship.
This snapshot is an one-time acquisition and only valid for usage within 1 HighLevel agency account. You are not allowed to gift or resell the snapshot. You can, nonetheless, add it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click here for even more details. * Please note that this snapshot is only offered for usage with the GoHighLevel CRM. If you are utilizing an additional system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run smoothly and successfully. It outfits you with a powerful toolkit to capture leads, automate jobs and convert them right into customers. It also includes a step-by-step video that walks you through the arrangement process.
The snapshot will certainly transfer the following products to a new client account:
Projects, design templates, automations, types, custom fields, tags, segment conditions, racking up guidelines, pipelines, contacts and project reports. Note that images from templates, campaigns and automation e-mails 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 sight and choose Load Snapshot. Then pick the client account that you intend to pack it into. You can after that apply any of the setups that you have actually customized in the snapshot.
You can also use this switch to freshen the snapshot. If you created a snapshot and then produce 100 client sub-accounts using it, this will push any updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel configuration to new and existing customer accounts. They save you time and effort by lowering the hands-on steps needed to set up your business’s automations. Extendly stands out from other providers by providing comprehensive snapshots that are designed to meet the needs of certain industries and common use situations. Their SAAS snapshot, small company snapshot, fitness snapshot and realty snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations together. Organizing an Automation Library aids you collaborate with great deals of automations and stays clear of the risk of neglecting to update important settings or accidentally changing something by mishap.
To create a new automation collection, click the “Add” button in the upper-right corner of the screen. Next, select the wanted tags and the sources that you wish to support. You can also set the back-up routine. The most basic choice is day-to-day with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s plan works by examining all the identified resources in your cluster to see if any of them have actually been changed given that the last back-up. If it locates one, SM takes a brand-new snapshot and checks the modifications again. If it finds another modification, the earliest snapshot is deleted and its data is duplicated to the most recent one.
The automated snapshot production workflow makes use of a state device that begins in the CREATION_START state and frequently checks the problems to see to it that they are satisfied. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not satisfied, it moves to DELETION_START and after that to DELETION_FINISHED states till the snapshot is created or deleted.