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In a globe of chock-full software tools, Extendly’s snapshots provide a balance of cost, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates perfectly with HighLevel CRM to guarantee a smooth individual journey.
Quickly duplicate the most effective advertising methods and setups for your company in mins. This saves you time, makes sure consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template designed to assist you launch a white-labeled software program as a solution (SaaS) firm fast. It outfits you with a comprehensive set of devices and attributes to draw in, nurture and transform leads into customers. This includes a website, sales funnels, custom kind templates, workflow automation, online schedules for reservation and scheduling, and Extendly Workflow Recipes.
Set up snapshots are a practical method for company leaders to keep their clients and stakeholders updated with performance records. It saves them the moment of building their very own routine records or visiting to obtain on-demand data. Rather, they can send a significant efficiency control panel on a scheduled basis that’s appropriate to their goals and concerns to talk about in their next evaluation conference.
When you develop a snapshot, all projects, design templates, automations, forms, custom-made areas, tags, segments, scoring regulations, pipelines, get in touches with and automated email and sms message campaigns that existed in your sandbox currently of creation are instantly captured right into the new account you create from it. In addition, you’ll also have access to any existing photos that are consisted of in the template. You can pick to either usage or delete the snapshot. As soon as a snapshot is produced, you can import it right into various other GoHighlevel accounts using a share link that creates and sends out to any address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the best way to obtain your company started. It’s fully automated to make running your small client accounts a breeze, consisting of an agent site routine a recall button, evaluations and referral demands, lead capture and e-mail auto-responders, consultation tips, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also includes a full agency arrangement and customization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member economic stability compared to current years, which is excellent information for brokers and their customers. The snapshot also indicates a growing interest amongst SMBs to get in touch with a PEO companion, which is an exceptional opportunity for brokers to help their small business customers streamline benefits administration and include more worth to the partnership.
This snapshot is a single purchase and only valid for usage within 1 HighLevel firm account. You are not allowed to present or re-sell the snapshot. You can, however, include it to as numerous sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Go here for more details. * Please note that this snapshot is just offered for use with the GoHighLevel CRM. If you are utilizing an additional system, please call us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and successfully. It equips you with a powerful toolkit to capture leads, automate jobs and transform them right into customers. It also consists of a step-by-step video that strolls you through the configuration procedure.
The snapshot will certainly move the complying with products to a new customer account:
Campaigns, design templates, automations, kinds, personalized fields, tags, sector problems, racking up guidelines, pipelines, calls and project reports. Keep in mind that images from templates, projects and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions menu in the top right corner of your firm sight and choose Load Snapshot. Then select the customer account that you intend to load it right into. You can after that use any of the setups that you have modified in the snapshot.
You can also utilize this switch to revitalize the snapshot. If you developed a snapshot and afterwards produce 100 client sub-accounts using it, this will certainly press any updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel configuration to brand-new and existing client accounts. They save you time and effort by minimizing the manual actions needed to establish your business’s automations. Extendly stands apart from various other companies by providing detailed snapshots that are made to satisfy the demands of certain markets and typical use instances. Their SAAS snapshot, small company snapshot, physical fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you team associated automations together. Organizing an Automation Library assists you deal with multitudes of automations and stays clear of the risk of neglecting to update crucial settings or inadvertently altering something by mishap.
To create a brand-new automation collection, click the “Add” button in the upper-right corner of the display. Next off, pick the wanted tags and the sources that you intend to back up. You can additionally establish the backup routine. The simplest option is daily with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s policy works by examining all the labelled resources in your cluster to see if any one of them have been changed given that the last backup. If it finds one, SM takes a new snapshot and checks the changes once more. If it locates one more change, the earliest snapshot is erased and its information is duplicated to the latest one.
The automated snapshot creation workflow utilizes a state machine that starts in the CREATION_START state and constantly checks the conditions to see to it that they are met. When the problems are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not fulfilled, it moves to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or removed.