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In a globe of overcrowded software application tools, Extendly’s snapshots use an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates seamlessly with HighLevel CRM to make certain a seamless customer journey.
Easily replicate the most effective marketing approaches and arrangements for your agency in mins. This conserves you time, guarantees uniformity and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template developed to help you launch a white-labeled software application as a service (SaaS) firm quickly. It outfits you with an extensive set of tools and features to bring in, support and transform leads into clients. This consists of a web site, sales funnels, personalized form themes, workflow automation, online schedules for booking and organizing, and Is Extendly Easy To Learn.
Scheduled snapshots are a hassle-free method for firm leaders to keep their customers and stakeholders up-to-date with performance reports. It conserves them the moment of constructing their very own periodic records or logging in to get on-demand information. Instead, they can send a significant efficiency dashboard on a scheduled basis that’s pertinent to their goals and concerns to go over in their next evaluation conference.
When you create a snapshot, all campaigns, templates, automations, types, customized fields, tags, sections, racking up regulations, pipelines, calls and automated email and text projects that existed in your sandbox right now of creation are immediately captured into the brand-new account you produce from it. Additionally, you’ll additionally have access to any existing images that are included in the design template. You can choose to either usage or erase the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts making use of a share web link that produces and sends out to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect method to obtain your firm began. It’s fully automated to make running your small customer accounts a wind, consisting of a representative web site routine a call back switch, reviews and recommendation demands, lead capture and e-mail auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even includes a full agency configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for relative financial security compared to current years, which is excellent information for brokers and their clients. The snapshot additionally shows a growing interest amongst SMBs to connect with a PEO partner, which is a superb possibility for brokers to help their local business customers streamline advantages administration and add more value to the partnership.
This snapshot is a single acquisition and only valid for use within 1 HighLevel firm account. You are not permitted to gift or market the snapshot. You can, however, include it to as several sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for even more details. * Please note that this snapshot is only offered for use with the GoHighLevel CRM. If you are making use of an additional system, please call us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run efficiently and successfully. It outfits you with an effective toolkit to catch leads, automate jobs and convert them into clients. It also includes a step-by-step video clip that strolls you via the arrangement procedure.
The snapshot will certainly transfer the complying with things to a brand-new client account:
Projects, themes, automations, types, personalized fields, tags, segment conditions, scoring rules, pipelines, contacts and campaign reports. Note that photos from layouts, campaigns and automation e-mails will certainly not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your firm sight and select Load Snapshot. Then select the client account that you wish to load it into. You can then apply any of the setups that you have actually modified in the snapshot.
You can additionally utilize this switch to revitalize the snapshot. If you produced a snapshot and after that develop 100 client sub-accounts using it, this will push any type of updates to all accounts that are linked to the snapshot.
Snapshots are terrific devices for moving your GoHighLevel arrangement to brand-new and existing client accounts. They save you effort and time by reducing the hand-operated steps needed to set up your business’s automations. Extendly sticks out from other companies by offering extensive snapshots that are designed to meet the needs of details markets and common usage instances. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team relevant automations with each other. Organizing an Automation Library assists you work with large numbers of automations and avoids the risk of failing to remember to upgrade vital setups or mistakenly transforming something by mishap.
To produce a new automation library, click the “Add” button in the upper-right edge of the display. Next off, select the preferred tags and the sources that you want to back up. You can additionally set the backup schedule. The most basic 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 tagged sources in your collection to see if any one of them have actually been customized given that the last backup. If it discovers one, SM takes a new snapshot and checks the modifications again. If it finds another change, the earliest snapshot is deleted and its information is replicated to the latest one.
The automated snapshot production workflow makes use of a state maker that begins in the CREATION_START state and frequently checks the conditions to see to it that they are satisfied. When the problems are satisfied, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not satisfied, it moves to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is created or erased.