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In a globe of overcrowded software tools, Extendly’s snapshots supply an equilibrium of cost, specificity and assistance. Each snapshot is crafted for varied operational demands and integrates seamlessly with HighLevel CRM to make sure a smooth individual trip.
Quickly duplicate the most efficient marketing techniques and arrangements for your agency in mins. This saves you time, guarantees uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to assist you launch a white-labeled software as a service (SaaS) firm quickly. It furnishes you with an extensive set of tools and attributes to attract, nurture and transform leads into customers. This consists of an internet site, sales funnels, customized form templates, workflow automation, on-line calendars for reservation and scheduling, and Extendly SaaSPRENEUR Gold Plan.
Scheduled snapshots are a practical way for company leaders to keep their clients and stakeholders updated with efficiency reports. It saves them the time of constructing their own regular reports or logging in to get on-demand data. Instead, they can send a meaningful performance control panel on an arranged basis that’s relevant to their objectives and concerns to go over in their next testimonial conference.
When you produce a snapshot, all campaigns, themes, automations, forms, customized fields, tags, sectors, racking up guidelines, pipelines, contacts and automated email and sms message projects that existed in your sandbox at the moment of development are automatically recorded into the brand-new account you produce from it. Additionally, you’ll also have access to any existing images that are consisted of in the template. You can pick to either use or erase the snapshot. As soon as a snapshot is produced, you can import it into other GoHighlevel accounts using a share link that generates and sends to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the perfect method to get your company started. It’s totally automated to make running your little customer accounts a breeze, consisting of a representative internet site routine a recall button, evaluations and recommendation requests, lead capture and e-mail auto-responders, appointment suggestions, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a full company arrangement and customization in your High Level CRM together with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member economic security contrasted to recent years, which is good news for brokers and their customers. The snapshot also suggests an expanding interest amongst SMBs to connect with a PEO companion, which is a superb opportunity for brokers to assist their local business clients improve advantages management and include even more value to the partnership.
This snapshot is an one-time acquisition and only valid for usage within 1 HighLevel agency account. You are not allowed to gift or re-sell the snapshot. You can, however, include it to as several sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Go here for even more details. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are making use of an additional system, please call us to talk about options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run smoothly and effectively. It furnishes you with an effective toolkit to capture leads, automate tasks and transform them into clients. It additionally includes a detailed video clip that walks you with the setup process.
The snapshot will certainly transfer the adhering to things to a brand-new customer account:
Campaigns, design templates, automations, kinds, custom-made areas, tags, segment conditions, scoring policies, pipelines, calls and campaign records. Keep in mind that images from themes, campaigns and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the top right corner of your agency view and choose Load Snapshot. After that pick the client account that you want to load it into. You can then use any of the settings that you have actually changed in the snapshot.
You can likewise use this button to revitalize the snapshot. If you developed a snapshot and after that produce 100 client sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are great devices for moving your GoHighLevel setup to brand-new and existing customer accounts. They conserve you time and effort by lowering the manual steps needed to set up your business’s automations. Extendly stands out from various other companies by using comprehensive snapshots that are designed to meet the needs of details industries and typical use instances. Their SAAS snapshot, small company snapshot, 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 tool that lets you group associated automations together. Organizing an Automation Library aids you collaborate with lots of automations and stays clear of the danger of neglecting to upgrade vital setups or inadvertently altering something by accident.
To produce a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next, choose the preferred tags and the resources that you wish to back up. You can additionally establish the back-up routine. The simplest choice is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s policy functions by inspecting all the marked sources in your collection to see if any one of them have actually been customized given that the last back-up. If it finds one, SM takes a new snapshot and checks the modifications once more. If it locates an additional adjustment, the oldest snapshot is erased and its information is copied to the most recent one.
The automated snapshot development workflow utilizes a state maker that starts in the CREATION_START state and continuously checks the problems to see to it that they are satisfied. When the conditions are satisfied, it transfers 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 afterwards to DELETION_FINISHED states until the snapshot is developed or erased.