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In a globe of jammed software program tools, Extendly’s snapshots provide a balance of affordability, uniqueness and assistance. Each snapshot is crafted for varied operational needs and integrates seamlessly with HighLevel CRM to make certain a seamless individual journey.
Conveniently reproduce the most effective marketing strategies and configurations for your company in mins. This saves you time, makes certain uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to assist you launch a white-labeled software as a service (SaaS) agency quickly. It outfits you with a comprehensive set of devices and features to draw in, nurture and convert introduce customers. This consists of a web site, sales funnels, customized type templates, workflow automation, online calendars for reservation and organizing, and Extendly Theme Customizer.
Scheduled snapshots are a hassle-free way for agency leaders to maintain their clients and stakeholders up-to-date with performance reports. It saves them the moment of building their own regular records or logging in to get on-demand data. Rather, they can send out a significant efficiency dashboard on a scheduled basis that’s appropriate to their objectives and issues to discuss in their following testimonial meeting.
When you produce a snapshot, all campaigns, layouts, automations, types, personalized areas, tags, sections, racking up regulations, pipelines, get in touches with and automated e-mail and text campaigns that existed in your sandbox right now of production are immediately caught right into the brand-new account you produce from it. On top of that, you’ll also have accessibility to any type of existing images that are consisted of in the theme. You can select to either use or erase the snapshot. When a snapshot is created, you can import it right into other GoHighlevel accounts using a share link that creates and sends to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal way to obtain your company started. It’s fully automated to make running your small customer accounts a wind, consisting of an agent internet site routine a recall button, testimonials and referral demands, lead capture and e-mail auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up series and even more. It even includes a full agency configuration and personalization in your High Level CRM in addition to 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 loved one economic security contrasted to recent years, which is great information for brokers and their clients. The snapshot also indicates a growing rate of interest amongst SMBs to get in touch with a PEO companion, which is an exceptional possibility for brokers to aid their local business customers enhance benefits monitoring and include even more value to the connection.
This snapshot is a single acquisition and only valid for usage within 1 HighLevel agency account. You are not permitted to present or market the snapshot. You can, nevertheless, add it to as lots of sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Go here for more information. * Please keep in mind that this snapshot is just readily available for use with the GoHighLevel CRM. If you are utilizing another system, please call us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run smoothly and effectively. It furnishes you with an effective toolkit to capture leads, automate tasks and convert them right into clients. It also includes a step-by-step video clip that strolls you via the arrangement process.
The snapshot will move the adhering to products to a brand-new client account:
Campaigns, themes, automations, forms, custom-made fields, tags, sector problems, scoring policies, pipelines, contacts and campaign reports. Note that photos from layouts, projects and automation emails will not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the top right corner of your agency view and select Load Snapshot. After that pick the customer account that you want to load it into. You can then apply any one of the setups that you have actually changed in the snapshot.
You can additionally use this switch to freshen the snapshot. If you created a snapshot and afterwards produce 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are connected to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel setup to brand-new and existing customer accounts. They save you effort and time by decreasing the hand-operated actions needed to establish your business’s automations. Extendly stands apart from other suppliers by supplying comprehensive snapshots that are made to fulfill the requirements of certain markets and common usage situations. Their SAAS snapshot, local business snapshot, fitness snapshot and real estate snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group relevant automations together. Organizing an Automation Library aids you deal with multitudes of automations and prevents the threat of failing to remember to update crucial settings or unintentionally changing something by accident.
To develop a new automation library, click the “Add” button in the upper-right edge of the display. Next off, select the preferred tags and the resources that you intend to support. You can additionally set the back-up timetable. The most basic option is day-to-day with 35 day retention, which will take a snapshot on a daily basis and keep it for 35 days.
SM’s plan works by checking all the tagged resources in your collection to see if any of them have been modified because the last backup. If it locates one, SM takes a brand-new snapshot and checks the modifications once more. If it finds one more adjustment, the oldest snapshot is deleted and its information is copied to the newest one.
The automated snapshot development workflow uses a state device that begins in the CREATION_START state and constantly checks the conditions to see to it that they are met. When the problems are met, it transfers 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 after that to DELETION_FINISHED states until the snapshot is created or removed.