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In a globe of chock-full software application devices, Extendly’s snapshots use a balance of cost, uniqueness and assistance. Each snapshot is crafted for varied functional requirements and incorporates flawlessly with HighLevel CRM to ensure a seamless individual trip.
Quickly duplicate the most reliable advertising methods and configurations for your firm in mins. This saves you time, ensures consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template developed to assist you launch a white-labeled software as a solution (SaaS) firm quickly. It equips you with an extensive collection of devices and attributes to draw in, support and convert leads into customers. This includes a website, sales funnels, custom-made type themes, workflow automation, on-line calendars for booking and organizing, and Extendly Support OS.
Arranged snapshots are a convenient way for firm leaders to maintain their clients and stakeholders current with performance records. It saves them the time of building their own routine reports or logging in to obtain on-demand data. Instead, they can send a significant efficiency dashboard on a scheduled basis that’s relevant to their goals and concerns to review in their next testimonial meeting.
When you create a snapshot, all campaigns, templates, automations, types, customized areas, tags, sections, racking up rules, pipelines, contacts and automated email and text message campaigns that existed in your sandbox right now of creation are instantly recorded into the brand-new account you produce from it. Furthermore, you’ll also have access to any existing photos that are included in the layout. You can pick to either use or remove the snapshot. Once a snapshot is developed, you can import it right into other GoHighlevel accounts making use of a share link that creates and sends to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best way to obtain your firm started. It’s fully automated to make running your little client accounts a wind, consisting of a representative web site schedule a recall switch, testimonials and referral demands, lead capture and email auto-responders, visit tips, lost/inactive customers, no-show workflows, follow-up sequences and more. It even includes a complete agency configuration and customization in your High Level CRM together 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 shows guarantee for relative financial stability contrasted to current years, which is great information for brokers and their clients. The snapshot likewise shows a growing passion among SMBs to get in touch with a PEO partner, which is an excellent opportunity for brokers to aid their local business customers improve benefits monitoring and include more worth to the partnership.
This snapshot is an one-time purchase and just valid for use within 1 HighLevel firm account. You are not allowed to gift or resell the snapshot. You can, nevertheless, include it to as many sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click on this link for more details. * Please keep in mind that this snapshot is just available for usage with the GoHighLevel CRM. If you are using one more system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and effectively. It outfits you with a powerful toolkit to capture leads, automate tasks and transform them into clients. It also consists of a step-by-step video that strolls you with the setup procedure.
The snapshot will certainly transfer the complying with items to a brand-new client account:
Campaigns, templates, automations, forms, custom areas, tags, sector conditions, racking up rules, pipelines, calls and project reports. Note that pictures from themes, projects and automation emails will certainly not be moved.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your agency sight and choose Load Snapshot. Then choose the customer account that you want to fill it into. You can then use any of the setups that you have actually customized in the snapshot.
You can likewise utilize this button to freshen the snapshot. If you produced a snapshot and after that develop 100 client sub-accounts using it, this will press any type of updates to all accounts that are linked to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel configuration to new and existing customer accounts. They conserve you time and effort by minimizing the manual actions called for to establish your business’s automations. Extendly sticks out from other providers by supplying comprehensive snapshots that are designed to meet the requirements of specific industries and common usage situations. Their SAAS snapshot, small company snapshot, health and fitness snapshot and real estate snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group relevant automations with each other. Organizing an Automation Library aids you deal with great deals of automations and prevents the danger of failing to remember to update essential setups or mistakenly transforming something by crash.
To create a new automation library, click the “Add” switch in the upper-right corner of the display. Next off, select the desired tags and the sources that you intend to support. You can additionally set the back-up routine. The simplest alternative is daily with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s plan works by checking all the marked resources in your collection to see if any of them have been customized given that the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once more. If it locates another modification, the oldest snapshot is removed and its data is replicated to the most recent one.
The automated snapshot production workflow utilizes a state maker that begins in the CREATION_START state and constantly checks the problems to see to it that they are satisfied. When the conditions are met, 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 up until the snapshot is developed or erased.