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In a globe of chock-full software program tools, Extendly’s snapshots provide an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied operational requirements and incorporates effortlessly with HighLevel CRM to make sure a smooth customer journey.
Easily replicate one of the most reliable advertising and marketing methods and setups for your agency in minutes. This conserves you time, makes certain uniformity and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to help you launch a white-labeled software as a service (SaaS) agency quick. It furnishes you with a comprehensive set of tools and features to bring in, support and convert leads into customers. This includes an internet site, sales funnels, customized type layouts, workflow automation, online calendars for reservation and scheduling, and Extendly Cancel Subscription.
Arranged snapshots are a practical method for firm leaders to keep their customers and stakeholders up-to-date with efficiency reports. It saves them the time of developing their own periodic records or logging in to obtain on-demand data. Instead, they can send out a significant efficiency control panel on an arranged basis that’s pertinent to their objectives and problems to review in their following review conference.
When you produce a snapshot, all campaigns, templates, automations, forms, personalized areas, tags, sectors, scoring policies, pipelines, contacts and automated email and sms message projects that existed in your sandbox at the moment of production are automatically caught into the brand-new account you produce from it. In addition, you’ll additionally have access to any type of existing photos that are included in the template. You can select to either usage or delete the snapshot. As soon as a snapshot is created, you can import it right into various other GoHighlevel accounts using a share link that creates and sends out to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the excellent means to get your firm started. It’s totally automated to make running your tiny customer accounts a wind, consisting of an agent website routine a call back switch, reviews and reference requests, lead capture and e-mail auto-responders, appointment suggestions, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a complete agency configuration and personalization 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 assurance for loved one financial stability contrasted to recent years, which is excellent news for brokers and their customers. The snapshot additionally indicates an expanding interest amongst SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to aid their small business customers improve advantages management and add more value to the connection.
This snapshot is a single purchase and just valid for usage within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, nonetheless, add it to as many 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 purchase. Click here for more details. * Please note that this snapshot is only available for usage with the GoHighLevel CRM. If you are using another 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 outfits you with an effective toolkit to record leads, automate jobs and convert them into clients. It also includes a detailed video that strolls you with the setup procedure.
The snapshot will certainly move the complying with items to a new customer account:
Projects, templates, automations, kinds, customized fields, tags, sector conditions, scoring policies, pipelines, calls and project reports. Note that photos from themes, projects and automation e-mails will not be moved.
When you are ready to release the snapshot, click the Actions menu in the leading right edge of your agency sight and pick Load Snapshot. After that select the customer account that you want to pack it into. You can then apply any one of the setups that you have modified in the snapshot.
You can also utilize this switch to freshen the snapshot. If you produced a snapshot and after that create 100 customer sub-accounts using it, this will push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel setup to new and existing client accounts. They conserve you time and effort by minimizing the hands-on steps required to set up your business’s automations. Extendly stands apart from various other carriers by supplying detailed snapshots that are developed to satisfy the demands of particular sectors and typical use instances. Their SAAS snapshot, small business snapshot, fitness snapshot and real estate snapshot are simply a few instances 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 helps you collaborate with great deals of automations and avoids the danger of forgetting to update essential setups or accidentally transforming something by mishap.
To develop a brand-new automation library, click the “Add” switch in the upper-right edge of the screen. Next off, pick the preferred tags and the resources that you wish to support. You can likewise set the backup routine. The simplest choice is everyday with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s policy works by examining all the identified sources in your collection to see if any one of them have actually been modified considering that the last backup. If it locates one, SM takes a new snapshot and checks the adjustments again. If it finds another change, the oldest snapshot is removed and its data is replicated to the newest one.
The automated snapshot development workflow makes use of a state device that starts in the CREATION_START state and regularly checks the conditions to make sure that they are satisfied. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not fulfilled, it moves to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or erased.