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In a globe of overcrowded software program tools, Extendly’s snapshots use an equilibrium of cost, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and integrates effortlessly with HighLevel CRM to make certain a smooth customer trip.
Conveniently duplicate the most effective marketing methods and arrangements for your firm in mins. This conserves you time, makes sure consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to aid you launch a white-labeled software program as a service (SaaS) agency quick. It outfits you with a comprehensive set of devices and features to draw in, nurture and transform leads into clients. This includes a site, sales funnels, customized type layouts, workflow automation, online calendars for booking and scheduling, and Extendly Freemium Onboarding.
Arranged snapshots are a practical method for agency leaders to maintain their customers and stakeholders current with efficiency reports. It conserves them the time of constructing their own regular reports or logging in to get on-demand information. Rather, they can send out a purposeful efficiency dashboard on a scheduled basis that’s relevant to their goals and issues to go over in their next evaluation conference.
When you produce a snapshot, all campaigns, themes, automations, types, custom-made areas, tags, segments, racking up rules, pipelines, calls and automated e-mail and text projects that existed in your sandbox at the moment of production are immediately captured into the brand-new account you create from it. Additionally, you’ll also have accessibility to any kind of existing photos that are consisted of in the theme. You can pick to either use or erase the snapshot. Once a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share link that generates and sends out to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the best means to obtain your firm started. It’s fully automated to make running your small customer accounts a breeze, including an agent web site schedule a recall switch, testimonials and reference demands, lead capture and email auto-responders, consultation pointers, lost/inactive clients, no-show workflows, follow-up series and more. It even consists of a full company configuration and personalization in your High Level CRM together 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 assurance for family member economic stability contrasted to current years, which is good information for brokers and their customers. The snapshot additionally suggests an expanding passion among SMBs to connect with a PEO companion, which is an excellent opportunity for brokers to help their small business customers simplify advantages management and add even more value to the relationship.
This snapshot is a single acquisition and only legitimate for usage within 1 HighLevel agency account. You are not permitted to gift or market the snapshot. You can, nevertheless, add it to as several sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click here for more details. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are utilizing another system, please contact us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and successfully. It furnishes you with an effective toolkit to catch leads, automate jobs and convert them right into clients. It additionally consists of a step-by-step video that strolls you with the arrangement procedure.
The snapshot will move the adhering to items to a brand-new client account:
Campaigns, templates, automations, kinds, custom-made fields, tags, sector problems, racking up guidelines, pipelines, calls and campaign records. Note that photos from templates, projects and automation e-mails will certainly not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the top right corner of your firm sight and pick Load Snapshot. Then select the customer account that you intend to pack it right into. You can after that use any one of the settings that you have changed in the snapshot.
You can likewise utilize this switch to refresh the snapshot. If you developed a snapshot and after that produce 100 customer sub-accounts utilizing it, this will push any type of updates to all accounts that are connected to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel configuration to brand-new and existing customer accounts. They conserve you time and effort by lowering the hands-on actions called for to set up your business’s automations. Extendly attracts attention from other companies by supplying detailed snapshots that are developed to fulfill the demands of certain industries and common usage cases. Their SAAS snapshot, small business snapshot, fitness snapshot and property snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations together. Organizing an Automation Library aids you collaborate with multitudes of automations and avoids the threat of failing to remember to upgrade important setups or unintentionally transforming something by crash.
To produce a brand-new automation collection, click the “Add” switch in the upper-right edge of the screen. Next off, choose the preferred tags and the sources that you intend to support. You can likewise set the back-up schedule. The easiest alternative is daily with 35 day retention, which will take a snapshot every day and maintain it for 35 days.
SM’s policy works by inspecting all the labelled sources in your cluster to see if any one of them have been modified considering that the last backup. If it discovers one, SM takes a brand-new snapshot and checks the modifications again. If it locates one more modification, the oldest snapshot is erased and its data is copied to the latest one.
The automated snapshot development workflow uses a state equipment that begins in the CREATION_START state and continuously checks the problems to make sure that they are fulfilled. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the conditions are not met, it relocates to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or erased.