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In a world of chock-full software program tools, Extendly’s snapshots provide a balance of affordability, specificity and support. Each snapshot is crafted for varied functional demands and incorporates flawlessly with HighLevel CRM to guarantee a seamless user journey.
Quickly duplicate one of the most effective advertising approaches and configurations for your company in mins. This conserves you time, makes certain consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to help you launch a white-labeled software application as a solution (SaaS) firm quickly. It outfits you with a detailed collection of devices and attributes to attract, nurture and transform introduce clients. This consists of an internet site, sales funnels, personalized form layouts, workflow automation, on-line calendars for booking and organizing, and Is Extendly a Pyramid Scheme.
Scheduled snapshots are a practical means for company leaders to maintain their clients and stakeholders updated with efficiency records. It conserves them the moment of constructing their own regular reports or logging in to get on-demand information. Instead, they can send a purposeful efficiency control panel on an arranged basis that’s relevant to their objectives and concerns to go over in their following testimonial conference.
When you produce a snapshot, all campaigns, design templates, automations, kinds, custom-made areas, tags, sectors, racking up rules, pipelines, contacts and automated e-mail and text message campaigns that existed in your sandbox presently of development are automatically captured right into the new account you develop from it. Furthermore, you’ll also have access to any kind of existing images that are included in the theme. You can choose to either use or remove the snapshot. As soon as a snapshot is developed, you can import it into various other GoHighlevel accounts utilizing a share link that generates and sends out to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect means to obtain your company started. It’s completely automated to make running your small client accounts a breeze, consisting of an agent website timetable a recall switch, reviews and reference requests, lead capture and email auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up series and more. It even consists of a complete firm arrangement and customization in your High Level CRM together with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for family member economic stability contrasted to recent years, which is good news for brokers and their clients. The snapshot also suggests a growing rate of interest amongst SMBs to get in touch with a PEO partner, which is a superb chance for brokers to assist their small business clients enhance benefits administration and include more value to the relationship.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel firm account. You are not enabled to gift or re-sell the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of acquisition. Visit this site for even more information. * Please keep in mind that this snapshot is just readily available for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run smoothly and efficiently. It equips you with an effective toolkit to catch leads, automate tasks and convert them into clients. It also includes a step-by-step video that walks you via the arrangement procedure.
The snapshot will certainly move the complying with items to a new customer account:
Projects, themes, automations, kinds, custom-made areas, tags, segment problems, racking up guidelines, pipelines, get in touches with and campaign records. Keep in mind that photos from layouts, projects and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the top right corner of your firm sight and choose Load Snapshot. After that pick the client account that you intend to fill it right into. You can after that apply any of the settings that you have customized in the snapshot.
You can additionally use this button to freshen the snapshot. If you created a snapshot and after that develop 100 client sub-accounts using it, this will press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you time and effort by lowering the hand-operated steps needed to set up your business’s automations. Extendly attracts attention from various other suppliers by using detailed snapshots that are created to satisfy the needs of details sectors and common use instances. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group associated automations with each other. Organizing an Automation Library assists you collaborate with lots of automations and stays clear of the danger of failing to remember to update vital setups or inadvertently transforming something by crash.
To create a new automation collection, click the “Add” switch in the upper-right corner of the display. Next, choose the preferred tags and the resources that you intend to support. You can likewise establish the backup timetable. The most basic option is daily with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s plan works by examining all the marked resources in your cluster to see if any of them have been modified because the last back-up. If it locates one, SM takes a brand-new snapshot and checks the adjustments again. If it locates another change, the oldest snapshot is deleted and its data is duplicated to the latest one.
The automated snapshot creation workflow makes use of a state maker that starts in the CREATION_START state and continuously checks the problems to make certain that they are met. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is produced or erased.