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In a globe of chock-full software tools, Extendly’s snapshots offer a balance of price, specificity and assistance. Each snapshot is crafted for varied functional needs and integrates perfectly with HighLevel CRM to guarantee a smooth user journey.
Conveniently duplicate the most effective marketing approaches and setups for your firm in minutes. This saves you time, makes certain consistency and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template created to help you launch a white-labeled software program as a service (SaaS) agency fast. It equips you with a detailed set of tools and functions to bring in, support and transform leads into clients. This consists of a site, sales funnels, custom-made kind templates, workflow automation, online schedules for booking and organizing, and Extendly Custom Code Workflow Action.
Set up snapshots are a convenient method for agency leaders to maintain their clients and stakeholders updated with performance records. It saves them the time of developing their own routine reports or logging in to get on-demand data. Rather, they can send a purposeful efficiency dashboard on an arranged basis that’s relevant to their goals and issues to go over in their following evaluation meeting.
When you create a snapshot, all campaigns, design templates, automations, types, customized areas, tags, sections, racking up regulations, pipelines, get in touches with and automated email and text message campaigns that existed in your sandbox right now of creation are automatically captured right into the new account you develop from it. Furthermore, you’ll additionally have access to any type of existing pictures that are included in the template. You can select to either use or delete the snapshot. Once a snapshot is created, you can import it right into various other GoHighlevel accounts using a share link that creates and sends to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the excellent means to get your company started. It’s fully automated to make running your small client accounts a wind, including an agent web site schedule a call back switch, testimonials and referral requests, lead capture and e-mail auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up sequences and even more. It even includes a complete company configuration and customization in your High Level CRM along with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for loved one financial security compared to current years, which is excellent information for brokers and their clients. The snapshot likewise indicates a growing rate of interest amongst SMBs to connect with a PEO partner, which is an outstanding chance for brokers to help their local business customers simplify advantages monitoring and add more value to the relationship.
This snapshot is an one-time purchase and only legitimate for usage within 1 HighLevel agency account. You are not enabled to present or market the snapshot. You can, however, include it to as many 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 more information. * Please keep in mind that this snapshot is only offered for use with the GoHighLevel CRM. If you are using an additional system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run efficiently and effectively. It furnishes you with an effective toolkit to catch leads, automate tasks and convert them right into customers. It likewise includes a detailed video that strolls you via the configuration procedure.
The snapshot will move the adhering to products to a brand-new customer account:
Campaigns, design templates, automations, types, customized fields, tags, sector conditions, scoring regulations, pipelines, get in touches with and project reports. Note that images from templates, projects and automation e-mails will not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the leading right corner of your company sight and choose Load Snapshot. After that pick the client account that you wish to pack it right into. You can then apply any of the setups that you have customized in the snapshot.
You can also utilize this button to revitalize the snapshot. If you produced a snapshot and then develop 100 customer sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel configuration to brand-new and existing client accounts. They save you time and effort by minimizing the manual steps required to set up your business’s automations. Extendly attracts attention from various other carriers by offering thorough snapshots that are made to meet the needs of certain sectors and usual usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and realty snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group related automations together. Organizing an Automation Library helps you collaborate with large numbers of automations and stays clear of the danger of failing to remember to upgrade essential setups or unintentionally altering something by crash.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the display. Next off, pick the wanted tags and the sources that you wish to support. You can also establish the back-up timetable. The easiest alternative is everyday with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s plan works by examining all the labelled sources in your collection to see if any one of them have been modified since the last back-up. If it finds one, SM takes a brand-new snapshot and checks the modifications once again. If it locates an additional adjustment, the earliest snapshot is erased and its data is replicated to the most recent one.
The automated snapshot creation workflow makes use of a state machine that starts in the CREATION_START state and regularly checks the problems to see to it that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not fulfilled, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or removed.