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In a world of jammed software devices, Extendly’s snapshots supply an equilibrium of affordability, specificity and assistance. Each snapshot is crafted for diverse functional requirements and incorporates flawlessly with HighLevel CRM to make sure a seamless user trip.
Easily replicate one of the most efficient marketing strategies and setups for your company in mins. This conserves you time, ensures consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to aid you launch a white-labeled software application as a service (SaaS) firm fast. It outfits you with a thorough set of devices and features to draw in, support and transform leads into customers. This consists of an internet site, sales funnels, personalized form templates, workflow automation, on the internet calendars for booking and scheduling, and Extendly Subscription.
Arranged snapshots are a convenient means for company leaders to keep their clients and stakeholders current with performance reports. It saves them the moment of constructing their own regular records or logging in to obtain on-demand information. Instead, they can send out a purposeful performance control panel on an arranged basis that’s pertinent to their objectives and concerns to go over in their following review conference.
When you develop a snapshot, all campaigns, themes, automations, forms, custom fields, tags, segments, racking up regulations, pipelines, calls and automated e-mail and text projects that existed in your sandbox right now of creation are automatically caught into the brand-new account you develop from it. Additionally, you’ll additionally have accessibility to any type of existing pictures that are consisted of in the layout. You can pick to either usage or remove the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share web link that generates and sends to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the ideal way to obtain your firm started. It’s completely automated to make running your small client accounts a wind, including a representative website routine a call back switch, reviews and referral demands, lead capture and email auto-responders, consultation reminders, lost/inactive clients, no-show workflows, follow-up series and more. It also includes a complete company configuration and personalization in your High Level CRM together with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for relative economic security compared to recent years, which is good information for brokers and their customers. The snapshot likewise indicates an expanding passion among SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to help their local business customers simplify benefits monitoring and add even more value to the relationship.
This snapshot is an one-time acquisition and only valid for use within 1 HighLevel firm account. You are not permitted to present or resell the snapshot. You can, however, include it to as numerous sub-accounts within your firm 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 more details. * Please note that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing another system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and effectively. It furnishes you with a powerful toolkit to capture leads, automate jobs and transform them right into customers. It additionally consists of a detailed video that walks you with the configuration procedure.
The snapshot will transfer the following products to a brand-new customer account:
Campaigns, layouts, automations, types, custom areas, tags, section conditions, scoring policies, pipelines, get in touches with and project records. Note that pictures from themes, campaigns and automation e-mails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your agency view and choose Load Snapshot. Then select the client account that you intend to load it into. You can then use any of the settings that you have modified in the snapshot.
You can additionally utilize this button to refresh the snapshot. If you created a snapshot and after that produce 100 customer sub-accounts using it, this will certainly push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel arrangement to new and existing customer accounts. They save you effort and time by minimizing the hands-on steps called for to establish your business’s automations. Extendly sticks out from various other service providers by supplying thorough snapshots that are designed to meet the requirements of details markets and usual use cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team associated automations together. Organizing an Automation Library assists you collaborate with great deals of automations and prevents the risk of failing to remember to upgrade vital settings or inadvertently changing something by mishap.
To create a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, pick the wanted tags and the sources that you wish to back up. You can also set the back-up schedule. The simplest option is daily with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s policy functions by examining all the identified resources in your collection to see if any of them have been modified because the last back-up. If it finds one, SM takes a new snapshot and checks the modifications again. If it discovers an additional adjustment, the oldest snapshot is deleted and its data is copied to the most recent one.
The automated snapshot development workflow utilizes a state equipment that starts in the CREATION_START state and constantly checks the conditions to make sure that they are met. 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 fulfilled, it transfers to DELETION_START and then to DELETION_FINISHED states up until the snapshot is developed or deleted.