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In a world of jammed software program tools, Extendly’s snapshots provide an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for varied operational demands and incorporates effortlessly with HighLevel CRM to guarantee a seamless customer journey.
Easily reproduce the most effective advertising techniques and configurations for your firm in minutes. This conserves you time, makes certain consistency and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to assist you launch a white-labeled software application as a solution (SaaS) company quickly. It furnishes you with a thorough collection of devices and functions to attract, nurture and transform introduce clients. This includes a web site, sales funnels, personalized kind design templates, workflow automation, on the internet schedules for booking and scheduling, and Extendly Purchase.
Set up snapshots are a convenient method for firm leaders to keep their clients and stakeholders updated with performance reports. It conserves them the time of building their own regular records or logging in to obtain on-demand information. Instead, they can send out a purposeful efficiency dashboard on an arranged basis that’s appropriate to their goals and concerns to review in their following review conference.
When you create a snapshot, all projects, themes, automations, forms, customized areas, tags, sectors, scoring regulations, pipelines, calls and automated email and sms message campaigns that existed in your sandbox at the moment of creation are instantly caught right into the brand-new account you create from it. On top of that, you’ll also have access to any kind of existing pictures that are included in the theme. 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 produces and sends out to any address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect means to get your company began. It’s fully automated to make running your little customer accounts a breeze, including an agent internet site schedule a call back switch, testimonials and referral requests, lead capture and e-mail auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up sequences and more. It also consists of a full company 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 shows assurance for relative financial stability contrasted to recent years, which is excellent information for brokers and their clients. The snapshot additionally shows an expanding rate of interest amongst SMBs to connect with a PEO partner, which is an excellent possibility for brokers to help their small business customers streamline benefits monitoring and include more value to the connection.
This snapshot is a single purchase and only legitimate for usage within 1 HighLevel firm account. You are not permitted to present or resell the snapshot. You can, nevertheless, include it to as many sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click here for even more details. * Please keep in mind that this snapshot is only offered for use with the GoHighLevel CRM. If you are utilizing an additional system, please call us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and successfully. It outfits you with a powerful toolkit to catch leads, automate tasks and convert them into clients. It likewise consists of a detailed video that walks you with the setup process.
The snapshot will move the following products to a brand-new customer account:
Projects, themes, automations, kinds, custom areas, tags, segment conditions, scoring regulations, pipelines, get in touches with and project records. Keep in mind that photos from layouts, projects and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions menu in the leading right edge of your company sight and choose Load Snapshot. After that select the client account that you want to pack it into. You can after that use any of the settings that you have actually modified in the snapshot.
You can also use this switch to rejuvenate the snapshot. If you developed a snapshot and then create 100 client sub-accounts using it, this will certainly push any type of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel setup to new and existing client accounts. They save you time and effort by lowering the manual actions called for to set up your business’s automations. Extendly stands out from other providers by offering extensive snapshots that are made to meet the demands of particular industries and common use situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team relevant automations with each other. Organizing an Automation Library aids you work with large numbers of automations and stays clear of the risk of forgetting to update vital settings or inadvertently changing something by crash.
To develop a new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, select the desired tags and the sources that you intend to support. You can also establish the back-up timetable. The easiest option is day-to-day with 35 day retention, which will certainly take a snapshot each day and maintain it for 35 days.
SM’s policy functions by checking all the marked sources in your cluster to see if any one of them have been customized considering that the last back-up. If it finds one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates an additional adjustment, the oldest snapshot is erased and its information is duplicated to the newest one.
The automated snapshot production workflow makes use of a state device that starts in the CREATION_START state and continuously checks the problems to make certain that they are satisfied. When the conditions are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is produced or removed.