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In a world of jammed software devices, Extendly’s snapshots supply a balance of affordability, specificity and support. Each snapshot is crafted for diverse operational needs and integrates perfectly with HighLevel CRM to guarantee a smooth user journey.
Easily replicate one of the most effective advertising approaches and configurations for your company in mins. This saves you time, makes certain uniformity and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to aid you launch a white-labeled software program as a service (SaaS) agency quick. It furnishes you with a detailed set of devices and attributes to draw in, support and transform introduce clients. This consists of an internet site, sales funnels, personalized kind design templates, workflow automation, online schedules for reservation and scheduling, and What Is Extendly For HighLevel.
Scheduled snapshots are a convenient method for firm leaders to keep their customers and stakeholders current with performance reports. It saves them the time of constructing their own routine reports or logging in to obtain on-demand information. Rather, they can send a meaningful performance control panel on a scheduled basis that’s pertinent to their goals and issues to talk about in their next evaluation conference.
When you create a snapshot, all projects, themes, automations, forms, personalized areas, tags, segments, racking up policies, pipelines, get in touches with and automated e-mail and sms message projects that existed in your sandbox right now of development are immediately caught right into the brand-new account you create from it. On top of that, you’ll also have accessibility to any existing images that are included in the theme. You can pick to either usage or erase the snapshot. Once a snapshot is developed, you can import it into various other GoHighlevel accounts using a share web link that creates and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the best means to obtain your firm began. It’s fully automated to make running your tiny customer accounts a wind, including a representative website routine a call back button, evaluations and recommendation requests, lead capture and e-mail auto-responders, visit reminders, lost/inactive clients, no-show workflows, follow-up sequences and more. It also includes a complete company configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one financial security contrasted to current years, which is excellent news for brokers and their customers. The snapshot additionally suggests a growing interest amongst SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to assist their small company customers streamline advantages management and include even more value to the relationship.
This snapshot is a single acquisition and only legitimate for use within 1 HighLevel company account. You are not permitted to present or resell the snapshot. You can, however, include it to as several sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click on this link for more details. * Please note that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are using an additional system, please call us to talk about options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run smoothly and efficiently. It equips you with an effective toolkit to record leads, automate tasks and transform them into clients. It also includes a step-by-step video that strolls you via the arrangement process.
The snapshot will transfer the adhering to products to a brand-new customer account:
Campaigns, themes, automations, kinds, custom-made fields, tags, segment problems, scoring regulations, pipelines, get in touches with and project reports. Keep in mind that images from layouts, projects and automation emails will not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right edge of your firm view and select Load Snapshot. After that select the customer account that you intend to load it into. You can after that use any of the settings that you have actually customized in the snapshot.
You can also use this button to revitalize the snapshot. If you developed a snapshot and after that create 100 customer sub-accounts utilizing it, this will certainly press any type of updates to all accounts that are connected to the snapshot.
Snapshots are great tools for transferring your GoHighLevel setup to brand-new and existing client accounts. They conserve you time and effort by reducing the hand-operated steps called for to set up your business’s automations. Extendly stands out from other providers by providing thorough snapshots that are developed to fulfill the demands of specific industries and typical usage situations. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team related automations with each other. Organizing an Automation Library aids you work with great deals of automations and prevents the risk of failing to remember to upgrade crucial settings or accidentally altering something by accident.
To create a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next, select the wanted tags and the resources that you intend to back up. You can likewise establish the back-up routine. The easiest option is day-to-day with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s policy works by checking all the marked sources in your collection to see if any of them have actually been modified since the last backup. If it discovers one, SM takes a new snapshot and checks the changes once more. If it locates an additional adjustment, the earliest snapshot is erased and its data is copied to the newest one.
The automated snapshot production workflow uses a state maker that starts in the CREATION_START state and continuously checks the conditions to see to it that they are satisfied. When the conditions are met, it relocates 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 up until the snapshot is developed or erased.