We value your rate of interest in this Extendly’s White Label Client Onboarding Process write-up and wish it meets your demands.
In a globe of overcrowded software application devices, Extendly’s snapshots use a balance of cost, uniqueness and assistance. Each snapshot is crafted for varied functional needs and integrates seamlessly with HighLevel CRM to ensure a seamless user journey.
Quickly reproduce one of the most reliable advertising and marketing approaches and configurations for your agency in minutes. This saves you time, guarantees uniformity and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to help you launch a white-labeled software as a service (SaaS) agency fast. It equips you with an extensive collection of devices and functions to bring in, support and convert introduce clients. This consists of a website, sales funnels, personalized kind design templates, workflow automation, on-line calendars for reservation and organizing, and Extendly’s White Label Client Onboarding Process.
Scheduled snapshots are a hassle-free way for firm leaders to keep their clients and stakeholders current with efficiency reports. It conserves them the moment of building their very own periodic reports or logging in to get on-demand data. Instead, they can send a purposeful efficiency control panel on a scheduled basis that’s relevant to their goals and issues to discuss in their following testimonial meeting.
When you develop a snapshot, all projects, templates, automations, types, personalized areas, tags, sectors, racking up guidelines, pipelines, calls and automated email and text message projects that existed in your sandbox at the moment of creation are immediately caught right into the brand-new account you produce from it. In addition, you’ll additionally have accessibility to any type of existing pictures that are included in the template. You can select to either usage or delete the snapshot. When a snapshot is produced, you can import it right into various other GoHighlevel accounts utilizing a share link that creates and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the best way to get your firm started. It’s completely automated to make running your small customer accounts a breeze, consisting of a representative site timetable a recall switch, reviews and referral requests, lead capture and email auto-responders, appointment suggestions, lost/inactive customers, no-show workflows, follow-up series and more. It also consists of a full company configuration and customization in your High Level CRM in addition to 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 shows assurance for relative economic stability compared to recent years, which is excellent information for brokers and their customers. The snapshot also suggests an expanding rate of interest among SMBs to get in touch with a PEO companion, which is an exceptional opportunity for brokers to aid their small business customers improve advantages management and add more worth to the relationship.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel agency account. You are not allowed to present or re-sell the snapshot. You can, however, add it to as many sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click here for more details. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are using another system, please call us to review options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run efficiently and successfully. It furnishes you with an effective toolkit to capture leads, automate tasks and transform them right into customers. It additionally includes a step-by-step video that walks you with the arrangement procedure.
The snapshot will certainly transfer the complying with products to a brand-new client account:
Projects, layouts, automations, forms, customized areas, tags, segment problems, scoring regulations, pipelines, contacts and campaign records. Note that photos from templates, projects and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the top right corner of your company sight and pick Load Snapshot. Then select the customer account that you intend to pack it into. You can then apply any one of the setups that you have actually customized in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you developed a snapshot and afterwards produce 100 client sub-accounts using it, this will certainly press any updates to all accounts that are attached to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel arrangement to brand-new and existing customer accounts. They save you time and effort by lowering the hands-on actions called for to set up your business’s automations. Extendly stands out from various other companies by using comprehensive snapshots that are developed to satisfy the requirements of details markets and usual usage instances. Their SAAS snapshot, local business snapshot, health and fitness snapshot and property snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team related automations with each other. Organizing an Automation Library assists you deal with lots of automations and prevents the threat of neglecting to upgrade crucial settings or unintentionally transforming something by mishap.
To produce a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next off, select the preferred tags and the resources that you want to back up. You can also establish the back-up schedule. The most basic option is day-to-day with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan functions by checking all the identified resources in your collection to see if any one of them have been changed since the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments again. If it locates one more adjustment, the oldest snapshot is erased and its information is duplicated to the newest one.
The automated snapshot development workflow uses a state maker that begins in the CREATION_START state and continuously checks the conditions to see to it that they are fulfilled. When the problems are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not satisfied, it relocates to DELETION_START and then to DELETION_FINISHED states until the snapshot is produced or removed.