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In a globe of chock-full software tools, Extendly’s snapshots use a balance of price, uniqueness and assistance. Each snapshot is crafted for varied functional demands and incorporates perfectly with HighLevel CRM to ensure a seamless individual journey.
Easily duplicate the most reliable advertising and marketing methods and setups for your company in mins. This saves you time, makes certain uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to aid you launch a white-labeled software as a solution (SaaS) agency quick. It equips you with a comprehensive collection of tools and features to draw in, nurture and transform leads into clients. This includes a web site, sales funnels, customized form layouts, workflow automation, on-line calendars for reservation and organizing, and Extendly Support Engine Analytics.
Scheduled snapshots are a convenient method for company leaders to maintain their customers and stakeholders updated with efficiency reports. It conserves them the moment of constructing their very own periodic reports or visiting to get on-demand information. Rather, they can send out a purposeful performance dashboard on an arranged basis that’s appropriate to their goals and issues to discuss in their following evaluation conference.
When you develop a snapshot, all projects, templates, automations, types, custom-made areas, tags, sections, racking up guidelines, pipelines, contacts and automated email and sms message campaigns that existed in your sandbox right now of creation are instantly caught right into the brand-new account you develop from it. On top of that, you’ll additionally have accessibility to any existing images that are included in the layout. You can select to either use or erase the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts making use of a share link that creates and sends to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect method to obtain your agency began. It’s fully automated to make running your little customer accounts a wind, consisting of an agent site routine a recall switch, evaluations and referral demands, lead capture and e-mail auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It even consists of a complete agency arrangement and customization 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 guarantee for relative financial security contrasted to recent years, which is good information for brokers and their customers. The snapshot also suggests an expanding rate of interest among SMBs to connect with a PEO companion, which is a superb possibility for brokers to aid their small company customers enhance advantages administration and add even more value to the connection.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel agency account. You are not enabled to gift or re-sell the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Visit this site for more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and efficiently. It equips you with an effective toolkit to catch leads, automate jobs and convert them into clients. It likewise consists of a step-by-step video that strolls you with the setup procedure.
The snapshot will transfer the adhering to items to a brand-new customer account:
Campaigns, layouts, automations, kinds, customized fields, tags, sector problems, racking up rules, pipelines, get in touches with and campaign records. Keep in mind that photos from themes, campaigns and automation e-mails will certainly not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the leading right corner of your agency sight and choose Load Snapshot. After that choose the client account that you intend to load it right into. You can after that apply any of the setups that you have customized in the snapshot.
You can likewise utilize this button to rejuvenate the snapshot. If you developed a snapshot and afterwards create 100 client sub-accounts using it, this will certainly press any updates to all accounts that are attached to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel setup to new and existing customer accounts. They conserve you time and effort by decreasing the manual steps called for to set up your business’s automations. Extendly attracts attention from other providers by using thorough snapshots that are made to satisfy the requirements of certain markets and typical use instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group associated automations together. Organizing an Automation Library assists you collaborate with lots of automations and avoids the danger of failing to remember to upgrade crucial settings or accidentally altering something by crash.
To produce a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next off, pick the preferred tags and the sources that you want to back up. You can likewise set the backup schedule. The most basic option is daily with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan functions by inspecting all the tagged sources in your collection to see if any of them have been changed given that the last backup. If it finds one, SM takes a brand-new snapshot and checks the adjustments once more. If it discovers another adjustment, the oldest snapshot is removed and its information is copied to the latest one.
The automated snapshot production workflow utilizes a state maker that begins in the CREATION_START state and regularly checks the conditions to make sure that they are met. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or deleted.