We value your rate of interest in this Sell with Extendly short article and hope it meets your requirements.
In a world of jammed software tools, Extendly’s snapshots offer a balance of affordability, specificity and support. Each snapshot is crafted for diverse functional demands and incorporates flawlessly with HighLevel CRM to ensure a seamless customer journey.
Conveniently duplicate one of the most efficient advertising strategies and configurations for your agency in mins. This saves you time, makes sure uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to help you launch a white-labeled software application as a service (SaaS) agency quick. It outfits you with an extensive collection of devices and attributes to bring in, nurture and convert leads into customers. This includes an internet site, sales funnels, personalized type layouts, workflow automation, on the internet schedules for reservation and organizing, and Sell with Extendly.
Set up snapshots are a convenient method for agency leaders to keep their customers and stakeholders up-to-date with performance records. It conserves them the moment of constructing their own regular records or logging in to obtain on-demand data. Instead, they can send a purposeful performance dashboard on a scheduled basis that’s appropriate to their objectives and concerns to review in their next review conference.
When you create a snapshot, all campaigns, themes, automations, types, custom-made areas, tags, sectors, racking up regulations, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox right now of development are automatically caught right into the brand-new account you produce from it. Additionally, you’ll additionally have accessibility to any existing photos that are consisted of in the theme. You can pick to either use or remove the snapshot. When a snapshot is produced, you can import it into other GoHighlevel accounts utilizing a share web link that generates and sends out to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the excellent method to obtain your firm started. It’s completely automated to make running your tiny customer accounts a wind, including a representative internet site schedule a call back switch, reviews and referral requests, lead capture and email auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and more. It even consists of a full agency arrangement and modification in your High Level CRM in addition to hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for family member financial stability compared to recent years, which is great information for brokers and their customers. The snapshot also indicates a growing passion amongst SMBs to connect with a PEO companion, which is a superb chance for brokers to help their local business clients improve advantages administration and add even more value to the connection.
This snapshot is a single purchase and only legitimate for use within 1 HighLevel firm account. You are not allowed to gift or market the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Click on this link for even more details. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and efficiently. It equips you with an effective toolkit to capture leads, automate tasks and transform them right into clients. It additionally consists of a detailed video clip that walks you with the setup process.
The snapshot will transfer the following items to a new customer account:
Campaigns, layouts, automations, forms, customized areas, tags, sector conditions, scoring policies, pipelines, contacts and project records. Keep in mind that photos from design templates, projects and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your agency view and choose Load Snapshot. After that choose the client account that you wish to fill it right into. You can after that use any of the settings that you have actually customized in the snapshot.
You can additionally utilize this button to refresh the snapshot. If you produced a snapshot and after that produce 100 customer sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel configuration to new and existing customer accounts. They conserve you effort and time by lowering the hands-on steps required to set up your business’s automations. Extendly stands apart from other service providers by using detailed snapshots that are developed to meet the demands of specific markets and common use cases. Their SAAS snapshot, small company snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you team relevant automations together. Organizing an Automation Library assists you deal with lots of automations and prevents the threat of neglecting to upgrade vital setups or accidentally changing something by crash.
To produce a brand-new automation collection, click the “Add” switch in the upper-right corner of the display. Next, pick the preferred tags and the sources that you wish to back up. You can additionally set the back-up routine. The simplest alternative is everyday with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s plan functions by examining all the identified sources in your cluster to see if any of them have actually been customized since the last back-up. If it locates one, SM takes a new snapshot and checks the modifications once more. If it discovers an additional modification, the earliest snapshot is removed and its information is copied to the most recent one.
The automated snapshot production workflow utilizes a state device that begins in the CREATION_START state and regularly checks the conditions to make sure that they are fulfilled. When the problems are met, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is developed or deleted.