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In a world of chock-full software program tools, Extendly’s snapshots use a balance of price, uniqueness and assistance. Each snapshot is crafted for varied operational requirements and incorporates seamlessly with HighLevel CRM to make sure a smooth user journey.
Conveniently duplicate one of the most effective advertising approaches and setups for your company in mins. This saves you time, makes sure consistency and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template created to aid you launch a white-labeled software as a service (SaaS) company quick. It furnishes you with a thorough collection of tools and attributes to draw in, support and convert introduce clients. This consists of a web site, sales funnels, custom kind design templates, workflow automation, on-line calendars for booking and organizing, and Extendly WaitList.
Scheduled snapshots are a hassle-free means for agency leaders to keep their customers and stakeholders updated with performance reports. It conserves them the moment of developing their very own periodic reports or logging in to get on-demand data. Instead, they can send out a significant performance control panel on an arranged basis that’s pertinent to their goals and concerns to talk about in their following evaluation conference.
When you create a snapshot, all projects, templates, automations, types, personalized fields, tags, sectors, scoring guidelines, pipelines, contacts and automated email and sms message projects that existed in your sandbox at the moment of production are automatically recorded right into the new account you develop from it. On top of that, you’ll additionally have access to any type of existing images that are consisted of in the template. You can select to either use or delete the snapshot. As soon as a snapshot is produced, you can import it into other GoHighlevel accounts using a share web link that produces and sends to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal means to obtain your agency started. It’s fully automated to make running your small customer accounts a wind, consisting of a representative site schedule a call back button, testimonials and referral requests, lead capture and email auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up series and even more. It also includes a full company configuration and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one financial security contrasted to recent years, which is excellent information for brokers and their customers. The snapshot likewise indicates a growing passion among SMBs to connect with a PEO partner, which is an exceptional possibility for brokers to help their local business customers simplify benefits management and include even more value to the connection.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel firm account. You are not enabled to gift or resell the snapshot. You can, nevertheless, add it to as lots of sub-accounts within your company as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Go here for even more details. * Please note that this snapshot is just offered for usage with the GoHighLevel CRM. If you are utilizing another system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and effectively. It outfits you with a powerful toolkit to catch leads, automate tasks and convert them right into clients. It also consists of a detailed video clip that strolls you through the setup process.
The snapshot will move the complying with items to a new customer account:
Projects, design templates, automations, kinds, personalized fields, tags, segment problems, scoring regulations, pipelines, calls and project reports. Note that pictures from layouts, campaigns and automation emails will not be moved.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your firm sight and choose Load Snapshot. Then select the client account that you intend to load it right into. You can after that use any one of the setups that you have actually modified in the snapshot.
You can additionally utilize this switch to revitalize the snapshot. If you developed a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will press any type of updates to all accounts that are linked to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel setup to brand-new and existing client accounts. They conserve you time and effort by minimizing the manual steps called for to set up your business’s automations. Extendly stands out from various other service providers by supplying comprehensive snapshots that are made to fulfill the needs of particular industries and common usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team associated automations with each other. Organizing an Automation Library helps you collaborate with lots of automations and stays clear of the risk of forgetting to upgrade vital settings or accidentally transforming something by crash.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, select the wanted tags and the resources that you intend to back up. You can also establish the back-up routine. The simplest choice is day-to-day with 35 day retention, which will certainly take a snapshot each day and maintain it for 35 days.
SM’s plan works by checking all the identified resources in your cluster to see if any one of them have been changed given that the last backup. If it discovers one, SM takes a new snapshot and checks the modifications again. If it locates an additional adjustment, the earliest snapshot is removed and its data is duplicated to the newest one.
The automated snapshot creation workflow uses a state equipment that begins in the CREATION_START state and regularly checks the problems to make sure that they are fulfilled. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not fulfilled, it relocates to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is produced or removed.