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In a world of chock-full software program tools, Extendly’s snapshots provide a balance of price, specificity and assistance. Each snapshot is crafted for varied operational requirements and incorporates effortlessly with HighLevel CRM to guarantee a smooth individual trip.
Easily replicate one of the most efficient advertising techniques and configurations for your agency in mins. This conserves you time, guarantees consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to aid you launch a white-labeled software program as a service (SaaS) agency fast. It outfits you with an extensive collection of tools and functions to bring in, support and transform leads into clients. This includes a site, sales funnels, custom-made form layouts, workflow automation, on-line calendars for booking and organizing, and Extendly Send IVR Calls.
Arranged snapshots are a convenient method for agency leaders to keep their clients and stakeholders up-to-date with efficiency reports. It conserves them the time of constructing their very own routine reports or logging in to get on-demand information. Rather, they can send a purposeful efficiency control panel on a set up basis that’s appropriate to their objectives and problems to review in their following testimonial meeting.
When you create a snapshot, all campaigns, themes, automations, forms, personalized fields, tags, segments, scoring guidelines, pipelines, calls and automated email and sms message campaigns that existed in your sandbox presently of creation are automatically caught into the new account you develop from it. In addition, you’ll additionally have accessibility to any existing images that are consisted of in the design template. You can select to either use or remove the snapshot. Once a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share web link that produces and sends to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect way to get your company started. It’s totally automated to make running your little client accounts a breeze, consisting of a representative web site routine a call back button, reviews and reference requests, lead capture and e-mail auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a complete agency configuration and modification in your High Level CRM together 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 pledge for loved one financial security compared to current years, which is excellent news for brokers and their clients. The snapshot also indicates an expanding rate of interest amongst SMBs to get in touch with a PEO companion, which is an excellent opportunity for brokers to assist their small business customers simplify benefits monitoring and include more value to the relationship.
This snapshot is an one-time purchase and only valid for usage within 1 HighLevel agency account. You are not permitted 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 pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Visit this site for even more details. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are using an additional system, please contact us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and successfully. It furnishes you with an effective toolkit to catch leads, automate jobs and convert them into clients. It likewise consists of a detailed video that strolls you with the configuration procedure.
The snapshot will certainly transfer the adhering to items to a brand-new client account:
Projects, design templates, automations, kinds, custom areas, tags, sector conditions, racking up regulations, pipelines, contacts and project reports. Keep in mind that photos from templates, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions food selection in the leading right edge of your firm sight and select Load Snapshot. After that pick the client account that you want to pack it right into. You can then apply any one of the setups that you have modified in the snapshot.
You can also utilize this switch to freshen the snapshot. If you produced a snapshot and after that produce 100 customer sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you effort and time by lowering the hands-on steps required to set up your business’s automations. Extendly stands out from various other providers by supplying detailed snapshots that are created to satisfy the requirements of details sectors and typical use instances. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team relevant automations together. Organizing an Automation Library assists you deal with lots of automations and prevents the risk of failing to remember to update essential setups or mistakenly altering something by mishap.
To develop a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next, choose the desired tags and the resources that you wish to back up. You can likewise set the back-up schedule. The easiest option is day-to-day with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s policy works by examining all the marked resources in your cluster to see if any of them have actually been changed since the last back-up. If it locates one, SM takes a new snapshot and checks the modifications once again. If it discovers one more adjustment, the earliest snapshot is deleted and its information is duplicated to the newest one.
The automated snapshot production workflow makes use of a state device that begins in the CREATION_START state and frequently checks the conditions to make sure that they are satisfied. When the problems are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not satisfied, it transfers to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or erased.