GHL Snapshots are pre-configured templates designed to encapsulate effective marketing strategies and operational workflows, allowing businesses to quickly deploy these systems with minimal effort. Think of them as blueprints for success that can be replicated across different client accounts, ensuring consistency and saving valuable time. Extendly’s snapshots enhance this process by providing even more tailored solutions. Extendly’s snapshots are comprehensive tools tailored for specific industries, providing targeted solutions and strong support.

These snapshots include essential elements such as funnels, workflows, and message templates, streamlining the setup process for new accounts. These snapshots allow agencies to cut onboarding time significantly and maintain consistent best practices for every new client. This is particularly beneficial for agencies managing multiple clients, as it allows them to preserve and replicate effective settings for future use. Custom values play a crucial role in this transfer process; while the keys of these custom values are included in the transfer, the actual values themselves are not.

To create a GHL Snapshot, one simply selects a source account and saves its configurations, which can then be reused in similar setups. This process is further streamlined by the ability to transfer various components like custom fields and triggers, though it’s important to note that only the structure is copied, not the actual data contained within them. This ensures that each new account remains unique while benefiting from a proven framework.