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In a world of chock-full software application devices, Extendly’s snapshots offer an equilibrium of cost, uniqueness and support. Each snapshot is crafted for varied operational needs and incorporates effortlessly with HighLevel CRM to make sure a smooth user trip.
Conveniently reproduce one of the most efficient advertising techniques and arrangements for your company in minutes. This conserves you time, guarantees uniformity and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to assist you launch a white-labeled software program as a solution (SaaS) agency quickly. It furnishes you with a detailed set of devices and features to draw in, support and convert introduce clients. This consists of a website, sales funnels, personalized form templates, workflow automation, online schedules for booking and scheduling, and GHL Experts Coaching Calls.
Set up snapshots are a practical way for firm leaders to keep their customers and stakeholders up-to-date with efficiency reports. It conserves them the moment of building their very own periodic reports or visiting to obtain on-demand information. Rather, they can send out a purposeful efficiency dashboard on a scheduled basis that’s appropriate to their goals and problems to talk about in their next evaluation meeting.
When you develop a snapshot, all projects, layouts, automations, forms, custom areas, tags, sections, scoring rules, pipelines, calls and automated email and text message projects that existed in your sandbox presently of creation are instantly captured right into the new account you create from it. Furthermore, you’ll additionally have accessibility to any kind of existing photos that are included in the layout. You can choose to either use or delete the snapshot. As soon as a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share web link that produces and sends out to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the perfect way to get your agency started. It’s completely automated to make running your small client accounts a breeze, including an agent website routine a recall button, reviews and reference requests, lead capture and email auto-responders, visit suggestions, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a complete agency arrangement and modification in your High Level CRM along with 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 shows pledge for family member economic stability contrasted to recent years, which is good information for brokers and their clients. The snapshot also indicates a growing passion amongst SMBs to connect with a PEO partner, which is an outstanding possibility for brokers to aid their small business customers streamline benefits monitoring and add more worth to the relationship.
This snapshot is an one-time purchase and only legitimate for use within 1 HighLevel agency account. You are not permitted to gift or resell the snapshot. You can, however, include it to as lots of sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Click here for more information. * Please note that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and successfully. It furnishes you with an effective toolkit to record leads, automate jobs and transform them into clients. It additionally consists of a step-by-step video that strolls you with the configuration procedure.
The snapshot will move the adhering to products to a new customer account:
Projects, themes, automations, kinds, personalized fields, tags, sector conditions, scoring guidelines, pipelines, calls and campaign records. Note that photos from design templates, campaigns and automation e-mails will not be transferred.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your company view and select Load Snapshot. Then pick the customer account that you want to pack it into. You can then apply any of the settings that you have actually modified in the snapshot.
You can also utilize this switch to revitalize the snapshot. If you created a snapshot and after that produce 100 client sub-accounts using it, this will certainly press any kind of updates to all accounts that are attached to the snapshot.
Snapshots are excellent devices for moving your GoHighLevel configuration to brand-new and existing customer accounts. They save you effort and time by decreasing the hand-operated actions called for to set up your business’s automations. Extendly stands out from other service providers by providing thorough snapshots that are designed to meet the demands of certain industries and usual use cases. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you group relevant automations together. Organizing an Automation Library helps you collaborate with large numbers of automations and prevents the danger of failing to remember to upgrade essential settings or accidentally transforming something by mishap.
To produce a new automation collection, click the “Add” switch in the upper-right corner of the screen. Next, select the desired tags and the sources that you want to back up. You can additionally set the backup routine. The most basic alternative is everyday with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s plan functions by examining all the marked sources in your collection to see if any one of them have actually been modified considering that the last back-up. If it finds one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates another adjustment, the oldest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot creation workflow utilizes a state maker that begins in the CREATION_START state and frequently checks the conditions to make sure that they are met. When the problems are fulfilled, 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 afterwards to DELETION_FINISHED states until the snapshot is produced or removed.