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In a world of chock-full software tools, Extendly’s snapshots supply an equilibrium of cost, specificity and support. Each snapshot is crafted for varied operational needs and integrates perfectly with HighLevel CRM to ensure a smooth customer journey.
Quickly replicate one of the most reliable marketing methods and arrangements for your firm in minutes. This saves you time, guarantees uniformity and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to assist you launch a white-labeled software application as a service (SaaS) agency quickly. It equips you with an extensive set of devices and functions to draw in, support and convert introduce customers. This includes a site, sales funnels, custom-made kind layouts, workflow automation, online calendars for booking and scheduling, and Extendly Vs HL Pro Tools.
Scheduled snapshots are a convenient method for firm leaders to keep their customers and stakeholders updated with performance records. It conserves them the moment of building their own periodic records or visiting to get on-demand information. Rather, they can send out a meaningful efficiency dashboard on a scheduled basis that’s relevant to their goals and problems to talk about in their next testimonial meeting.
When you create a snapshot, all campaigns, layouts, automations, kinds, custom-made areas, tags, sectors, scoring guidelines, pipelines, get in touches with and automated e-mail and sms message projects that existed in your sandbox right now of production are immediately captured into the new account you create from it. In addition, you’ll likewise have access to any existing images that are consisted of in the layout. You can choose to either use or erase the snapshot. When a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that produces and sends to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the excellent method to obtain your agency started. It’s totally automated to make running your tiny customer accounts a breeze, including a representative site timetable a call back button, reviews and recommendation demands, lead capture and e-mail auto-responders, consultation pointers, lost/inactive clients, no-show workflows, follow-up sequences and even more. It even includes a complete agency setup 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 reveals assurance for relative economic security compared to current years, which is great news for brokers and their clients. The snapshot also indicates an expanding passion amongst SMBs to connect with a PEO partner, which is a superb possibility for brokers to assist their small business customers improve advantages management and add more worth to the relationship.
This snapshot is a single acquisition and only valid for use within 1 HighLevel agency account. You are not enabled to gift or resell the snapshot. You can, nonetheless, include it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more details. * Please note that this snapshot is just available for use 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 designed to make your firm run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate tasks and transform them right into clients. It likewise includes a step-by-step video clip that strolls you with the configuration process.
The snapshot will certainly transfer the following items to a brand-new customer account:
Projects, layouts, automations, forms, personalized areas, tags, sector conditions, racking up rules, pipelines, get in touches with and project reports. Keep in mind that images from design templates, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your company view and select Load Snapshot. After that choose the client account that you intend to load it right into. You can after that use any one of the settings that you have customized in the snapshot.
You can also utilize this switch to revitalize the snapshot. If you produced a snapshot and afterwards create 100 client sub-accounts utilizing it, this will press any updates to all accounts that are attached to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel setup to new and existing client accounts. They conserve you effort and time by reducing the manual steps needed to establish your business’s automations. Extendly stands apart from other suppliers by supplying thorough snapshots that are made to satisfy the needs of certain industries and common use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team relevant automations together. Organizing an Automation Library helps you deal with lots of automations and avoids the danger of neglecting to upgrade vital setups or accidentally transforming something by accident.
To develop a new automation collection, click the “Add” switch in the upper-right corner of the display. Next, choose the wanted tags and the sources that you wish to back up. You can additionally set the backup timetable. The most basic alternative is day-to-day with 35 day retention, which will certainly take a snapshot everyday and keep it for 35 days.
SM’s policy works by examining all the marked resources in your collection to see if any one of them have been modified given that the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates an additional modification, the earliest snapshot is erased and its data is replicated to the newest one.
The automated snapshot production workflow makes use of a state machine that begins in the CREATION_START state and constantly checks the problems to see to it that they are met. When the problems are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is created or deleted.