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In a globe of jammed software application tools, Extendly’s snapshots provide an equilibrium of cost, specificity and support. Each snapshot is crafted for varied operational requirements and incorporates seamlessly with HighLevel CRM to make certain a seamless user trip.
Quickly reproduce the most efficient marketing techniques and arrangements for your agency in minutes. This conserves you time, makes certain uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to help you launch a white-labeled software as a service (SaaS) agency fast. It equips you with a thorough collection of devices and features to bring in, nurture and convert introduce clients. This consists of a web site, sales funnels, custom-made type layouts, workflow automation, on the internet calendars for booking and scheduling, and Extendly Benefits.
Set up snapshots are a hassle-free way for firm leaders to keep their customers and stakeholders current with performance reports. It saves them the time of building their very own periodic records or logging in to obtain on-demand data. Rather, they can send out a purposeful performance control panel on a scheduled basis that’s pertinent to their objectives and problems to go over in their next review conference.
When you produce a snapshot, all projects, templates, automations, forms, customized areas, tags, segments, racking up guidelines, pipelines, contacts and automated e-mail and text message projects that existed in your sandbox at the moment of development are instantly captured right into the brand-new account you create from it. Additionally, you’ll likewise have accessibility to any existing photos that are included in the layout. You can choose to either usage or erase the snapshot. Once a snapshot is developed, you can import it right into other GoHighlevel accounts making use of a share link that creates and sends out to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the perfect means to get your firm began. It’s completely automated to make running your little client accounts a breeze, consisting of a representative site routine a recall button, testimonials and referral requests, lead capture and email auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also includes a full company arrangement and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows promise for relative economic security contrasted to recent years, which is excellent news for brokers and their clients. The snapshot also indicates a growing rate of interest amongst SMBs to connect with a PEO companion, which is an excellent opportunity for brokers to assist their small company customers improve advantages monitoring and add even more worth to the partnership.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel firm account. You are not enabled to present or resell the snapshot. You can, however, add it to as many sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click on this link for more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are using an additional system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run smoothly and effectively. It equips you with a powerful toolkit to catch leads, automate jobs and transform them into customers. It additionally consists of a detailed video that strolls you with the arrangement process.
The snapshot will certainly transfer the adhering to things to a brand-new client account:
Projects, templates, automations, kinds, customized areas, tags, sector problems, racking up guidelines, pipelines, get in touches with and project records. Note that pictures from layouts, projects and automation e-mails will certainly not be moved.
When you prepare to release the snapshot, click the Actions food selection in the top right edge of your company view and pick Load Snapshot. Then choose the client account that you wish to pack it right into. You can after that use any one of the settings that you have actually modified in the snapshot.
You can additionally utilize this button to revitalize the snapshot. If you developed a snapshot and afterwards produce 100 client sub-accounts utilizing it, this will certainly push any updates to all accounts that are attached to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel setup to new and existing client accounts. They conserve you time and effort by reducing the hands-on actions called for to establish your business’s automations. Extendly stands out from other suppliers by providing thorough snapshots that are designed to meet the demands of certain industries and typical use cases. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group relevant automations together. Organizing an Automation Library assists you work with lots of automations and avoids the danger of neglecting to upgrade crucial settings or inadvertently transforming something by accident.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the display. Next, pick the desired tags and the resources that you wish to back up. You can likewise set the backup timetable. The easiest option is daily with 35 day retention, which will certainly take a snapshot everyday and keep it for 35 days.
SM’s plan works by examining all the identified sources in your collection to see if any one of them have been changed because the last backup. If it discovers one, SM takes a new snapshot and checks the adjustments again. If it locates another adjustment, the earliest snapshot is removed and its data is copied to the latest one.
The automated snapshot development workflow utilizes a state device that begins in the CREATION_START state and frequently checks the conditions to see to it that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states till the snapshot is created or erased.