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In a world of chock-full software application tools, Extendly’s snapshots use an equilibrium of cost, specificity and assistance. Each snapshot is crafted for diverse functional requirements and incorporates perfectly with HighLevel CRM to guarantee a seamless user journey.
Conveniently duplicate one of the most reliable marketing techniques and setups for your company in minutes. This saves you time, makes certain uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to aid you launch a white-labeled software program as a solution (SaaS) agency fast. It furnishes you with an extensive collection of tools and features to draw in, support and convert leads into clients. This consists of an internet site, sales funnels, custom-made kind layouts, workflow automation, online calendars for booking and scheduling, and Who Uses Extendly.
Arranged snapshots are a convenient way for agency leaders to keep their customers and stakeholders current with efficiency records. It conserves them the moment of constructing their own periodic reports or visiting to obtain on-demand data. Instead, they can send out a purposeful efficiency control panel on a scheduled basis that’s relevant to their objectives and issues to talk about in their following testimonial conference.
When you develop a snapshot, all campaigns, layouts, automations, kinds, personalized areas, tags, segments, scoring guidelines, pipelines, get in touches with and automated email and text message campaigns that existed in your sandbox right now of creation are automatically caught right into the brand-new account you create from it. Additionally, you’ll additionally have access to any kind of existing images that are consisted of in the template. You can pick to either use or delete the snapshot. As soon as a snapshot is developed, you can import it into various other GoHighlevel accounts utilizing a share web link that generates and sends to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the ideal method to obtain your firm began. It’s totally automated to make running your small client accounts a wind, including an agent internet site schedule a call back button, evaluations and reference requests, lead capture and e-mail auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up sequences and more. It even consists of a complete firm configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for relative financial security compared to current years, which is good information for brokers and their clients. The snapshot also indicates an expanding interest among SMBs to connect with a PEO partner, which is an excellent possibility for brokers to aid their small business customers improve advantages management and add more value to the relationship.
This snapshot is an one-time purchase and only valid for use within 1 HighLevel firm account. You are not allowed to present or resell the snapshot. You can, nevertheless, add it to as lots of sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Go here for more information. * Please note that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are making use of an additional system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and successfully. It equips you with an effective toolkit to record leads, automate tasks and convert them into clients. It additionally includes a detailed video that strolls you via the configuration process.
The snapshot will move the complying with items to a brand-new client account:
Campaigns, design templates, automations, forms, personalized fields, tags, section problems, racking up guidelines, pipelines, calls and campaign reports. Keep in mind that pictures from templates, campaigns and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the top right corner of your agency sight and pick Load Snapshot. After that choose the client account that you intend to pack it right into. You can after that use any of the setups that you have modified in the snapshot.
You can also use this switch to freshen the snapshot. If you created a snapshot and afterwards produce 100 client sub-accounts utilizing it, this will certainly press any updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel configuration to new and existing customer accounts. They save you time and effort by minimizing the hands-on actions needed to set up your business’s automations. Extendly stands apart from other carriers by offering detailed snapshots that are created to fulfill the needs of specific industries and typical usage instances. Their SAAS snapshot, local business snapshot, health and 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 lets you group associated automations together. Organizing an Automation Library assists you deal with great deals of automations and stays clear of the risk of neglecting to upgrade vital settings or inadvertently changing something by accident.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next off, choose the desired tags and the sources that you intend to support. You can likewise establish the back-up schedule. The most basic choice is everyday with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s policy works by inspecting all the identified sources in your collection to see if any one of them have been customized considering that the last backup. If it finds one, SM takes a new snapshot and checks the modifications again. If it discovers another modification, the oldest snapshot is removed and its data is copied to the latest one.
The automated snapshot creation workflow utilizes a state machine that begins in the CREATION_START state and continuously checks the conditions to see to it that they are satisfied. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states up until the snapshot is created or deleted.