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In a world of chock-full software program tools, Extendly’s snapshots provide a balance of cost, uniqueness and assistance. Each snapshot is crafted for diverse operational needs and integrates perfectly with HighLevel CRM to guarantee a smooth individual journey.
Quickly reproduce one of the most efficient advertising and marketing methods and setups for your agency in minutes. This conserves you time, ensures uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to aid you launch a white-labeled software program as a solution (SaaS) firm fast. It outfits you with an extensive set of devices and attributes to attract, nurture and convert introduce clients. This consists of a website, sales funnels, customized form design templates, workflow automation, on the internet calendars for booking and scheduling, and Extendly Special Offer.
Set up snapshots are a convenient means for company leaders to maintain their customers and stakeholders current with performance reports. It saves them the time of building their very own regular records or logging in to get on-demand data. Instead, they can send out a significant efficiency dashboard on a scheduled basis that’s pertinent to their objectives and problems to go over in their following testimonial conference.
When you develop a snapshot, all projects, themes, automations, types, custom-made areas, tags, segments, scoring rules, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox right now of development are instantly captured into the brand-new account you develop from it. On top of that, you’ll likewise have access to any existing photos that are included in the layout. You can choose to either usage or remove the snapshot. When a snapshot is created, you can import it into various other GoHighlevel accounts making use of a share web link that generates and sends out to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the ideal way to obtain your company began. It’s totally automated to make running your little customer accounts a breeze, including a representative internet site timetable a recall button, testimonials and reference demands, lead capture and email auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up sequences and more. It also includes a full firm configuration and customization in your High Level CRM along with 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 reveals guarantee for family member economic stability compared to current years, which is excellent information for brokers and their clients. The snapshot likewise shows a growing interest amongst SMBs to connect with a PEO companion, which is a superb possibility for brokers to help their small company customers improve benefits administration and include even more worth to the connection.
This snapshot is an one-time acquisition and only valid for use within 1 HighLevel firm account. You are not permitted to present or market the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click here for more information. * Please note that this snapshot is only offered for use with the GoHighLevel CRM. If you are using one more system, please call us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run smoothly and successfully. It outfits you with an effective toolkit to record leads, automate jobs and convert them into customers. It also consists of a step-by-step video clip that walks you through the setup procedure.
The snapshot will transfer the adhering to products to a new client account:
Campaigns, design templates, automations, types, custom-made fields, tags, sector conditions, scoring regulations, pipelines, contacts and project reports. Keep in mind that images from design templates, projects and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the leading right edge of your agency sight and pick Load Snapshot. After that choose the client account that you intend to pack it right into. You can after that apply any of the settings that you have modified in the snapshot.
You can likewise utilize this button to rejuvenate the snapshot. If you developed a snapshot and afterwards develop 100 client sub-accounts using it, this will push any updates to all accounts that are attached to the snapshot.
Snapshots are great tools for transferring your GoHighLevel setup to new and existing client accounts. They save you time and effort by minimizing the hand-operated steps required to establish your business’s automations. Extendly attracts attention from various other providers by supplying comprehensive snapshots that are developed to satisfy the demands of certain markets and common use cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team relevant automations with each other. Organizing an Automation Library helps you deal with large numbers of automations and prevents the risk of neglecting to upgrade vital settings or inadvertently altering something by crash.
To produce a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next off, pick the preferred tags and the sources that you wish 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 daily and maintain it for 35 days.
SM’s plan functions by inspecting all the labelled resources in your cluster to see if any of them have actually been modified since the last backup. If it locates one, SM takes a new snapshot and checks the changes once more. If it finds one more adjustment, the earliest snapshot is removed and its data is replicated to the most recent one.
The automated snapshot production workflow makes use of a state machine that starts in the CREATION_START state and constantly checks the conditions to make certain that they are fulfilled. When the problems are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or removed.