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In a globe of jammed software tools, Extendly’s snapshots provide an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and integrates flawlessly with HighLevel CRM to make certain a smooth user journey.
Easily duplicate the most effective advertising approaches and setups for your agency in mins. This conserves you time, makes certain uniformity and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to help you launch a white-labeled software as a solution (SaaS) company fast. It equips you with a comprehensive set of tools and features to draw in, nurture and transform leads into customers. This includes a website, sales funnels, custom-made form design templates, workflow automation, on-line calendars for booking and scheduling, and Is Extendly Worth It.
Arranged snapshots are a convenient way for agency leaders to maintain their customers and stakeholders current with efficiency reports. It conserves them the moment of constructing their own periodic 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 next review meeting.
When you develop a snapshot, all campaigns, layouts, automations, kinds, customized areas, tags, sections, racking up guidelines, pipelines, get in touches with and automated email and sms message campaigns that existed in your sandbox right now of creation are immediately captured into the new account you create from it. Furthermore, you’ll likewise have accessibility to any existing images that are included in the layout. You can choose to either usage or remove the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts making use of a share link that produces and sends to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect way to get your company started. It’s fully automated to make running your tiny customer accounts a wind, including an agent site routine a call back switch, evaluations and recommendation requests, lead capture and e-mail auto-responders, consultation pointers, lost/inactive clients, no-show workflows, follow-up sequences and more. It even includes a complete company arrangement and personalization in your High Level CRM together with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for family member economic security contrasted to recent years, which is great information for brokers and their customers. The snapshot additionally suggests an expanding passion among SMBs to connect with a PEO partner, which is a superb opportunity for brokers to assist their small company clients improve advantages monitoring and include more worth to the relationship.
This snapshot is an one-time acquisition and just legitimate for use within 1 HighLevel firm account. You are not allowed to present or resell the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of acquisition. Click on this link for even more details. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are making use of an additional system, please contact us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and effectively. It equips you with an effective toolkit to catch leads, automate tasks and transform them into customers. It additionally consists of a detailed video clip that walks you with the configuration process.
The snapshot will transfer the following items to a brand-new client account:
Projects, design templates, automations, forms, custom-made areas, tags, sector problems, racking up policies, pipelines, calls and project records. Note that pictures from layouts, campaigns and automation emails will not be transferred.
When you are ready to release the snapshot, click the Actions food selection in the leading right corner of your agency sight and choose Load Snapshot. After that pick the customer account that you wish to pack it into. You can then apply any one of the settings that you have actually customized in the snapshot.
You can additionally utilize this switch to freshen the snapshot. If you developed a snapshot and then develop 100 client sub-accounts utilizing it, this will push any type of updates to all accounts that are connected to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by minimizing the manual actions called for to set up your business’s automations. Extendly attracts attention from various other companies by supplying extensive snapshots that are created to satisfy the needs of particular industries and typical use cases. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team relevant automations with each other. Organizing an Automation Library assists you deal with multitudes of automations and prevents the threat of forgetting to upgrade vital setups or accidentally altering something by accident.
To produce a new automation library, click the “Add” button in the upper-right corner of the display. Next off, choose the wanted tags and the sources that you intend to back up. You can likewise establish the backup schedule. The most basic choice is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s policy works by examining all the labelled resources in your collection to see if any of them have been customized considering that the last backup. If it finds one, SM takes a brand-new snapshot and checks the adjustments once again. If it locates another adjustment, the earliest snapshot is removed and its information is copied to the newest one.
The automated snapshot production workflow utilizes a state device that begins in the CREATION_START state and regularly checks the problems to see to it that they are fulfilled. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states up until the snapshot is created or deleted.