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In a globe of overcrowded software application devices, Extendly’s snapshots provide an equilibrium of price, specificity and assistance. Each snapshot is crafted for varied operational demands and integrates seamlessly with HighLevel CRM to ensure a seamless individual trip.
Quickly reproduce one of the most effective marketing methods and setups for your firm in mins. This conserves you time, guarantees consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to aid you launch a white-labeled software program as a service (SaaS) firm quickly. It outfits you with a thorough set of devices and attributes to draw in, support and convert leads into clients. This includes a website, sales funnels, customized form design templates, workflow automation, on the internet schedules for reservation and organizing, and Extendly Team.
Scheduled snapshots are a practical way for firm leaders to keep their customers and stakeholders updated with efficiency records. It conserves them the moment of constructing their own routine records or logging in to obtain on-demand data. Rather, they can send out a purposeful performance dashboard on a set up basis that’s appropriate to their goals and issues to discuss in their next review meeting.
When you develop a snapshot, all campaigns, layouts, automations, kinds, customized fields, tags, sectors, scoring rules, pipelines, get in touches with and automated e-mail and sms message campaigns that existed in your sandbox presently of production are immediately captured right into the new account you create from it. Furthermore, you’ll additionally have access to any type of existing pictures that are consisted of in the design template. You can choose to either use or delete the snapshot. Once a snapshot is produced, you can import it right into various other GoHighlevel accounts using a share link that produces and sends out to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the excellent method to get your agency started. It’s totally automated to make running your tiny client accounts a breeze, including a representative website timetable a recall switch, reviews and reference requests, lead capture and e-mail auto-responders, consultation reminders, lost/inactive clients, no-show workflows, follow-up series and even more. It also consists of a full company setup and modification in your High Level CRM together with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows assurance for relative financial stability contrasted to recent years, which is great information for brokers and their clients. The snapshot additionally suggests an expanding rate of interest amongst SMBs to connect with a PEO partner, which is an excellent opportunity for brokers to aid their local business clients streamline advantages administration and include more worth to the partnership.
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, nevertheless, add it to as several 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. Click on this link for even more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are using another system, please contact us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run efficiently and successfully. It furnishes you with a powerful toolkit to catch leads, automate jobs and convert them right into clients. It additionally includes a step-by-step video that walks you through the arrangement procedure.
The snapshot will transfer the complying with things to a brand-new client account:
Projects, templates, automations, forms, personalized areas, tags, segment conditions, scoring rules, pipelines, calls and project reports. Note that pictures from templates, campaigns and automation e-mails will not be moved.
When you are ready to release the snapshot, click the Actions food selection in the leading right corner of your firm view and select Load Snapshot. After that select the client account that you wish to load it right into. You can after that use any of the settings that you have actually changed in the snapshot.
You can likewise utilize this button to revitalize the snapshot. If you produced a snapshot and afterwards create 100 customer sub-accounts using it, this will press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you effort and time by reducing the manual actions called for to establish your business’s automations. Extendly stands apart from various other carriers by using comprehensive snapshots that are created to meet the needs of particular sectors and typical use cases. Their SAAS snapshot, small company snapshot, physical fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you team related automations together. Organizing an Automation Library aids you collaborate with multitudes of automations and avoids the threat of failing to remember to update important settings or unintentionally changing something by crash.
To create a new automation collection, click the “Add” button in the upper-right edge of the screen. Next off, select the preferred tags and the resources that you wish to support. You can additionally set the backup timetable. The most basic choice is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s policy works by examining all the labelled sources in your collection to see if any one of them have been modified since the last back-up. If it finds one, SM takes a new snapshot and checks the changes once again. If it discovers another modification, the oldest snapshot is deleted and its information is duplicated to the newest one.
The automated snapshot production workflow uses a state maker that begins in the CREATION_START state and constantly checks the conditions to make sure that they are fulfilled. When the conditions are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not satisfied, it moves to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or removed.