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In a globe of chock-full software application tools, Extendly’s snapshots offer a balance of price, specificity and assistance. Each snapshot is crafted for varied operational requirements and incorporates effortlessly with HighLevel CRM to make sure a seamless user journey.
Easily replicate the most efficient advertising strategies and configurations for your agency in minutes. This saves you time, makes sure consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to help you launch a white-labeled software application as a solution (SaaS) firm quickly. It furnishes you with a comprehensive set of tools and features to bring in, nurture and convert leads into customers. This consists of an internet site, sales funnels, personalized kind layouts, workflow automation, online schedules for reservation and organizing, and Extendly Ultimate Scaling Agency Pack.
Arranged snapshots are a convenient way for company leaders to keep their clients and stakeholders up-to-date with performance reports. It conserves them the moment of constructing their very own periodic records or visiting to obtain on-demand data. Instead, they can send out a significant performance control panel on a set up basis that’s relevant to their objectives and issues to go over in their next evaluation meeting.
When you produce a snapshot, all projects, themes, automations, types, customized areas, tags, sectors, scoring rules, pipelines, calls and automated email and text message projects that existed in your sandbox right now of development are immediately captured right into the brand-new account you create from it. Furthermore, you’ll additionally have accessibility to any kind of existing pictures that are consisted of in the theme. You can select to either use or remove the snapshot. Once a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share link that produces and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the ideal way to get your company started. It’s totally automated to make running your little client accounts a wind, consisting of a representative website schedule a recall switch, testimonials and reference requests, lead capture and email auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a complete agency setup and personalization in your High Level CRM along with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one financial stability contrasted to recent years, which is excellent information for brokers and their clients. The snapshot also shows an expanding rate of interest amongst SMBs to connect with a PEO companion, which is an outstanding opportunity for brokers to help their small company clients streamline benefits monitoring and add more worth to the partnership.
This snapshot is a single purchase and just legitimate for use within 1 HighLevel company account. You are not allowed to gift or resell the snapshot. You can, however, add it to as several sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are utilizing an additional system, please contact us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and successfully. It outfits you with an effective toolkit to record leads, automate jobs and transform them right into clients. It likewise includes a detailed video that walks you through the configuration procedure.
The snapshot will certainly transfer the following products to a brand-new customer account:
Campaigns, design templates, automations, forms, custom areas, tags, segment problems, racking up guidelines, pipelines, calls and project reports. Keep in mind that images from layouts, campaigns and automation e-mails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right corner of your company sight and pick Load Snapshot. Then pick the client account that you intend to fill it right into. You can after that apply any of the settings that you have changed in the snapshot.
You can additionally use this switch to refresh the snapshot. If you produced a snapshot and afterwards create 100 client sub-accounts utilizing it, this will push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for transferring your GoHighLevel setup to brand-new and existing client accounts. They conserve you effort and time by reducing the hand-operated actions required to set up your business’s automations. Extendly stands apart from various other providers by providing comprehensive snapshots that are designed to fulfill the needs of certain industries and usual use situations. Their SAAS snapshot, small company snapshot, health and fitness snapshot and realty snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group related automations with each other. Organizing an Automation Library aids you work with lots of automations and prevents the danger of failing to remember to upgrade essential settings or accidentally altering something by accident.
To create a new automation library, click the “Add” button in the upper-right corner of the screen. Next off, choose the preferred tags and the sources that you wish to support. You can also establish the back-up schedule. The easiest option is daily with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s policy works by inspecting all the tagged sources in your cluster to see if any one of them have been modified given that the last backup. If it discovers one, SM takes a new snapshot and checks the changes again. If it finds an additional adjustment, the earliest snapshot is deleted and its information is duplicated to the latest one.
The automated snapshot creation workflow makes use of a state maker that starts in the CREATION_START state and regularly checks the conditions to make certain that they are satisfied. When the problems are satisfied, it moves 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 then to DELETION_FINISHED states up until the snapshot is produced or deleted.