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In a world of chock-full software application tools, Extendly’s snapshots offer an equilibrium of price, specificity and assistance. Each snapshot is crafted for varied operational demands and incorporates effortlessly with HighLevel CRM to make sure a seamless individual trip.
Easily duplicate the most effective advertising and marketing techniques and setups for your agency in minutes. This conserves you time, ensures consistency and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to assist you launch a white-labeled software as a service (SaaS) agency quickly. It outfits you with a comprehensive set of tools and functions to attract, nurture and convert introduce customers. This includes a web site, sales funnels, personalized type themes, workflow automation, on the internet schedules for booking and scheduling, and How To Use Extendly.
Scheduled snapshots are a convenient means for firm leaders to maintain their customers and stakeholders updated with performance reports. It conserves them the time of building their very own routine reports or logging in to obtain on-demand information. Rather, they can send out a significant performance control panel on a set up basis that’s relevant to their goals and problems to review in their following testimonial meeting.
When you develop a snapshot, all projects, themes, automations, forms, personalized fields, tags, segments, scoring guidelines, pipelines, contacts and automated email and sms message projects that existed in your sandbox presently of creation are automatically recorded right into the brand-new account you develop from it. In addition, you’ll additionally have access to any type of existing images that are consisted of in the template. You can choose to either usage or erase the snapshot. When a snapshot is developed, you can import it into other GoHighlevel accounts using a share web link that produces and sends out to any kind of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the best way to obtain your firm started. It’s totally automated to make running your small customer accounts a wind, consisting of an agent web site routine a call back switch, reviews and recommendation demands, lead capture and email auto-responders, visit pointers, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a complete company configuration and customization 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 guarantee for loved one financial stability compared to current years, which is good information for brokers and their clients. The snapshot also shows an expanding rate of interest amongst SMBs to get in touch with a PEO partner, which is an outstanding possibility for brokers to assist their local business customers enhance advantages administration and add more value to the relationship.
This snapshot is an one-time purchase and just legitimate for usage within 1 HighLevel company account. You are not permitted to present or resell the snapshot. You can, however, include it to as many sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Click here for more details. * Please note that this snapshot is only readily available for use with the GoHighLevel CRM. If you are making use of another system, please contact us to review options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run smoothly and efficiently. It furnishes you with a powerful toolkit to capture leads, automate tasks and transform them right into clients. It additionally includes a step-by-step video that walks you through the arrangement procedure.
The snapshot will move the complying with things to a brand-new customer account:
Campaigns, themes, automations, types, custom-made areas, tags, section conditions, racking up policies, pipelines, get in touches with and project records. Keep in mind that images from themes, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions menu in the top right corner of your agency sight and select Load Snapshot. After that choose the customer account that you want to pack it right into. You can after that use any of the setups that you have actually modified in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you produced a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will certainly press any type of updates to all accounts that are attached to the snapshot.
Snapshots are excellent tools for moving your GoHighLevel arrangement to new and existing customer accounts. They conserve you time and effort by decreasing the hand-operated steps needed to establish your business’s automations. Extendly stands out from other providers by supplying comprehensive snapshots that are created to satisfy the demands of particular sectors and common usage situations. Their SAAS snapshot, small company snapshot, fitness snapshot and real estate snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you group related automations together. Organizing an Automation Library aids you work with large numbers of automations and stays clear of the threat of neglecting to update essential settings or mistakenly altering something by mishap.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next off, pick the wanted tags and the sources that you wish to back up. You can likewise set the backup schedule. The most basic option is daily with 35 day retention, which will take a snapshot every day and maintain it for 35 days.
SM’s policy functions by checking all the tagged resources in your collection to see if any one of them have actually been modified since the last back-up. If it locates one, SM takes a brand-new snapshot and checks the adjustments once again. If it finds another change, the oldest snapshot is removed and its data is copied to the latest one.
The automated snapshot creation workflow uses a state device that begins in the CREATION_START state and continuously checks the problems to see to it that they are fulfilled. When the conditions are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the problems are not fulfilled, it moves to DELETION_START and then to DELETION_FINISHED states until the snapshot is created or removed.