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In a world of chock-full software tools, Extendly’s snapshots supply an equilibrium of affordability, specificity and assistance. Each snapshot is crafted for diverse functional demands and integrates effortlessly with HighLevel CRM to make sure a smooth individual journey.
Conveniently reproduce the most reliable marketing approaches and configurations for your agency in mins. This saves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to help you launch a white-labeled software application as a solution (SaaS) firm quick. It equips you with an extensive collection of devices and functions to bring in, support and convert introduce customers. This consists of a website, sales funnels, customized type design templates, workflow automation, on-line schedules for reservation and scheduling, and Why Should I Use Extendly.
Scheduled snapshots are a practical method for firm leaders to keep their customers and stakeholders up-to-date with efficiency records. It saves them the moment of developing their very own regular records or visiting to get on-demand data. Instead, they can send out a significant performance control panel on a set up basis that’s relevant to their goals and issues to discuss in their next testimonial meeting.
When you produce a snapshot, all projects, themes, automations, kinds, custom-made areas, tags, segments, scoring regulations, pipelines, calls and automated e-mail and sms message projects that existed in your sandbox currently of development are immediately captured into the new account you develop from it. On top of that, you’ll additionally have access to any type of existing pictures that are consisted of in the theme. You can choose to either use or delete the snapshot. When a snapshot is created, you can import it into various other GoHighlevel accounts using a share link that creates and sends out to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the perfect way to obtain your firm started. It’s fully automated to make running your small client accounts a wind, including an agent website schedule a call back button, reviews and reference requests, lead capture and email auto-responders, appointment pointers, lost/inactive customers, no-show workflows, follow-up sequences and more. It even includes a complete firm arrangement and customization in your High Level CRM along with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for loved one financial security compared to current years, which is excellent information for brokers and their clients. The snapshot likewise indicates an expanding interest amongst SMBs to connect with a PEO companion, which is a superb possibility for brokers to assist their local business clients streamline benefits monitoring and include more worth to the partnership.
This snapshot is an one-time acquisition and only legitimate for use within 1 HighLevel agency account. You are not enabled to gift or market the snapshot. You can, however, add it to as lots of sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click on this link for even more information. * Please note that this snapshot is just available for use with the GoHighLevel CRM. If you are using one more system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run smoothly and efficiently. It equips you with an effective toolkit to capture leads, automate tasks and convert them right into clients. It likewise consists of a detailed video clip that walks you with the arrangement procedure.
The snapshot will move the adhering to products to a brand-new client account:
Projects, layouts, automations, forms, personalized areas, tags, segment conditions, scoring regulations, pipelines, contacts and campaign records. Note that photos from themes, campaigns and automation e-mails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the leading right edge of your agency sight and pick Load Snapshot. After that select the client account that you want to load it right into. You can then use any of the setups that you have actually changed in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you produced a snapshot and then develop 100 client sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They save you time and effort by lowering the hand-operated actions needed to establish your business’s automations. Extendly attracts attention from various other service providers by supplying comprehensive snapshots that are created to satisfy the demands of details industries and typical usage cases. Their SAAS snapshot, small company snapshot, physical fitness snapshot and property snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team related automations with each other. Organizing an Automation Library helps you collaborate with lots of automations and avoids the threat of neglecting to upgrade important settings or inadvertently altering something by mishap.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, select the preferred tags and the sources that you want to back up. You can also establish the backup routine. The simplest choice is day-to-day 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 marked resources in your collection to see if any one of them have actually been modified because the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once more. If it locates another modification, the oldest snapshot is erased and its information is duplicated to the latest one.
The automated snapshot production workflow uses a state equipment that starts in the CREATION_START state and regularly checks the conditions to see to it that they are met. When the conditions are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not fulfilled, it transfers to DELETION_START and after that to DELETION_FINISHED states till the snapshot is produced or deleted.