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In a globe of jammed software program devices, Extendly’s snapshots use a balance of price, uniqueness and assistance. Each snapshot is crafted for diverse functional demands and incorporates seamlessly with HighLevel CRM to make sure a seamless individual journey.
Easily replicate one of the most effective advertising and marketing methods and setups for your company in minutes. This saves you time, makes sure uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to aid you launch a white-labeled software as a service (SaaS) agency quickly. It outfits you with an extensive set of tools and features to attract, support and convert introduce customers. This consists of an internet site, sales funnels, customized form themes, workflow automation, online calendars for booking and organizing, and Extendly Snapshot Store.
Scheduled snapshots are a convenient method for firm leaders to keep their customers and stakeholders current with performance reports. It saves them the time of developing their own periodic records or visiting to obtain on-demand information. Rather, they can send out a significant efficiency dashboard on an arranged basis that’s relevant to their objectives and problems to discuss in their next testimonial meeting.
When you produce a snapshot, all campaigns, layouts, automations, types, custom-made areas, tags, segments, racking up policies, pipelines, contacts and automated email and text message campaigns that existed in your sandbox right now of development are immediately recorded right into the brand-new account you develop from it. On top of that, you’ll likewise have access to any existing photos that are consisted of in the theme. You can select to either use or remove the snapshot. When a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share link that generates and sends to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the best way to obtain your company began. It’s fully automated to make running your tiny customer accounts a wind, consisting of an agent website schedule a call back button, evaluations and referral requests, lead capture and email auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up series and more. It even includes a complete company setup and modification in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one financial security contrasted to current years, which is excellent news for brokers and their customers. The snapshot additionally suggests an expanding interest among SMBs to connect with a PEO companion, which is a superb chance for brokers to help their local business customers streamline advantages administration and add more value to the relationship.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel firm account. You are not permitted to present or market the snapshot. You can, however, add it to as numerous sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Click here for even more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are utilizing another system, please contact us to talk about options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and efficiently. It outfits you with a powerful toolkit to catch leads, automate jobs and transform them into customers. It likewise consists of a detailed video that walks you via the arrangement process.
The snapshot will transfer the following items to a new client account:
Campaigns, design templates, automations, forms, personalized areas, tags, sector problems, racking up guidelines, pipelines, calls and project reports. Keep in mind that photos from design templates, campaigns and automation e-mails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions food selection in the top right edge of your firm view and pick Load Snapshot. Then choose the client account that you wish to pack it into. You can after that apply any one of the setups that you have actually customized in the snapshot.
You can likewise use this switch to revitalize the snapshot. If you created a snapshot and after that produce 100 client sub-accounts using it, this will press any updates to all accounts that are attached to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by minimizing the hand-operated steps needed to set up your business’s automations. Extendly stands out from other suppliers by offering detailed snapshots that are made to meet the needs of particular industries and usual usage instances. Their SAAS snapshot, local business snapshot, fitness snapshot and real estate snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you group related automations with each other. Organizing an Automation Library aids you deal with large numbers of automations and stays clear of the danger of forgetting to update vital settings or mistakenly altering something by crash.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, pick the preferred tags and the resources that you want to back up. You can likewise set the back-up routine. The easiest option is daily with 35 day retention, which will certainly take a snapshot everyday and maintain it for 35 days.
SM’s plan functions by checking all the identified resources in your collection to see if any one of them have been modified because the last backup. If it discovers one, SM takes a new snapshot and checks the adjustments once again. If it discovers another change, the earliest snapshot is erased and its data is duplicated to the newest one.
The automated snapshot creation workflow uses a state equipment that starts in the CREATION_START state and continuously checks the conditions to see to it that they are satisfied. When the conditions are satisfied, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is created or removed.