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In a globe of jammed software program devices, Extendly’s snapshots supply a balance of affordability, uniqueness and support. Each snapshot is crafted for diverse functional requirements and integrates flawlessly with HighLevel CRM to guarantee a seamless user journey.
Conveniently replicate the most effective marketing methods and setups for your agency in mins. This saves you time, guarantees uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to help you launch a white-labeled software program as a solution (SaaS) company fast. It equips you with a detailed set of devices and functions to draw in, support and transform leads into clients. This includes a website, sales funnels, personalized kind design templates, workflow automation, on the internet calendars for booking and scheduling, and Extendly Support.
Scheduled snapshots are a practical method for firm leaders to maintain their customers and stakeholders up-to-date with efficiency records. It saves them the moment of developing their own routine reports or visiting to obtain on-demand data. Rather, they can send a meaningful performance dashboard on an arranged basis that’s pertinent to their goals and problems to talk about in their next evaluation conference.
When you create a snapshot, all projects, templates, automations, types, personalized areas, tags, sections, racking up regulations, pipelines, calls and automated e-mail and sms message campaigns that existed in your sandbox at the moment of development are immediately caught into the new account you develop from it. In addition, you’ll additionally have accessibility to any existing photos that are consisted of in the template. You can pick to either usage or remove the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts using a share web link that generates and sends out to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the perfect way to obtain your firm started. It’s fully automated to make running your little client accounts a breeze, consisting of a representative website schedule a call back button, reviews and reference demands, lead capture and email auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even consists of a full company setup and customization in your High Level CRM along with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one economic security contrasted to recent years, which is good news for brokers and their customers. The snapshot additionally shows a growing interest amongst SMBs to get in touch with a PEO partner, which is an outstanding chance for brokers to help their small business clients simplify benefits administration and add more value to the partnership.
This snapshot is a single purchase and just valid for usage within 1 HighLevel company account. You are not enabled to present or resell the snapshot. You can, however, add it to as many sub-accounts within your agency 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 even more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are using another system, please call us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run efficiently and efficiently. It equips you with an effective toolkit to record leads, automate jobs and convert them right into clients. It additionally includes a step-by-step video clip that strolls you with the configuration procedure.
The snapshot will move the adhering to items to a new client account:
Projects, layouts, automations, kinds, customized areas, tags, segment conditions, scoring guidelines, pipelines, contacts and campaign records. Note that pictures from themes, campaigns and automation e-mails will certainly not be moved.
When you are ready to release the snapshot, click the Actions food selection in the top right corner of your firm sight and choose Load Snapshot. After that pick the customer account that you want to fill it into. You can then use any one of the settings that you have modified in the snapshot.
You can also use this button to rejuvenate the snapshot. If you produced a snapshot and after that produce 100 client sub-accounts utilizing it, this will certainly push any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you effort and time by reducing the hand-operated steps needed to set up your business’s automations. Extendly stands apart from various other carriers by supplying thorough snapshots that are made to meet the requirements of specific sectors and typical use situations. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group related automations together. Organizing an Automation Library assists you work with lots of automations and stays clear of the threat of forgetting to update vital setups or mistakenly altering something by mishap.
To develop a brand-new automation library, click the “Add” button in the upper-right corner of the display. Next, select the desired tags and the resources that you want to back up. You can likewise establish the back-up timetable. The most basic choice is day-to-day with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s plan functions by examining all the marked sources in your collection to see if any one of them have actually been modified because the last backup. If it locates one, SM takes a brand-new snapshot and checks the adjustments once again. If it finds one more modification, the earliest snapshot is removed and its information is copied to the most recent one.
The automated snapshot creation workflow makes use of a state equipment that begins in the CREATION_START state and frequently checks the conditions to see to it that they are satisfied. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is developed or deleted.