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In a globe of chock-full software tools, Extendly’s snapshots use a balance of affordability, uniqueness and support. Each snapshot is crafted for diverse functional needs and integrates flawlessly with HighLevel CRM to ensure a seamless user trip.
Quickly reproduce the most reliable advertising and marketing methods and configurations for your agency in minutes. This saves you time, guarantees consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to assist you launch a white-labeled software as a solution (SaaS) agency quick. It outfits you with a thorough collection of devices and attributes to draw in, nurture and convert leads into customers. This includes a site, sales funnels, personalized kind layouts, workflow automation, online calendars for booking and organizing, and Extendly Sign Up Offer.
Set up snapshots are a convenient way for agency leaders to keep their customers and stakeholders updated with efficiency records. It saves them the time of constructing their own routine reports or logging in to get on-demand information. Instead, they can send out a significant performance control panel on a scheduled basis that’s appropriate to their goals and concerns to discuss in their following evaluation meeting.
When you produce a snapshot, all campaigns, templates, automations, kinds, custom fields, tags, segments, scoring regulations, pipelines, contacts and automated email and text projects that existed in your sandbox at the moment of development are immediately captured right into the new account you produce from it. In addition, you’ll also have accessibility to any kind of existing images that are consisted of in the design template. You can pick to either usage or remove the snapshot. When a snapshot is produced, you can import it right into various other GoHighlevel accounts making use of a share link that produces and sends to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the best way to obtain your firm started. It’s fully automated to make running your tiny client accounts a wind, consisting of a representative internet site schedule a recall button, reviews and referral requests, lead capture and e-mail auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also consists of a complete agency setup and customization 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 shows guarantee for family member economic security compared to recent years, which is great news for brokers and their customers. The snapshot also indicates a growing interest among SMBs to get in touch with a PEO partner, which is an excellent possibility for brokers to aid their small business customers streamline benefits management and include even more worth to the relationship.
This snapshot is a single acquisition and just legitimate for use within 1 HighLevel company account. You are not permitted to present or re-sell the snapshot. You can, nevertheless, add it to as lots of sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Click here for more information. * Please note that this snapshot is only offered for use with the GoHighLevel CRM. If you are using another system, please call us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run efficiently and successfully. It furnishes you with an effective toolkit to record leads, automate jobs and transform them into customers. It also includes a step-by-step video clip that walks you with the arrangement process.
The snapshot will certainly transfer the complying with products to a brand-new client account:
Campaigns, layouts, automations, kinds, custom-made areas, tags, section conditions, scoring regulations, pipelines, get in touches with and project reports. Keep in mind that images from design templates, campaigns and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your agency view and choose Load Snapshot. After that choose the client account that you want to fill it right into. You can after that apply any of the setups that you have actually changed in the snapshot.
You can additionally utilize this switch to freshen the snapshot. If you developed a snapshot and then create 100 client sub-accounts using it, this will push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are great devices for moving your GoHighLevel setup to new and existing client accounts. They save you effort and time by lowering the manual actions called for to establish your business’s automations. Extendly attracts attention from various other companies by using detailed snapshots that are developed to satisfy the demands of certain sectors and typical usage instances. Their SAAS snapshot, small company snapshot, physical fitness snapshot and property snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team related automations together. Organizing an Automation Library assists you work with great deals of automations and avoids the danger of neglecting to update vital settings or inadvertently transforming something by crash.
To develop a new automation library, click the “Add” switch in the upper-right edge of the screen. Next, choose the preferred tags and the resources that you wish to support. You can also establish the back-up timetable. The most basic option is everyday with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan works by inspecting all the identified resources in your cluster to see if any of them have actually been changed given that the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once more. If it locates one more change, the earliest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot development workflow utilizes a state maker that begins in the CREATION_START state and regularly checks the problems to make certain that they are fulfilled. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is produced or removed.