GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it basic and reliable to clone campaigns, funnels and more across tasks. Agencies make use of snapshots to onboard customers faster and make sure uniformity throughout jobs.

Each snapshot consists of an integrated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and other properties.

Duplicate entire funnels and automations in secs

Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown forms, get in touch with checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between customers easy without the demand to recreate everything from the ground up; companies can conserve hours by utilizing snapshots as templates throughout client accounts.

To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; when shared it can also be shared via sending out links generated. Any imported snapshots show up under Imported Snapshots classification.

GoHighLevel snapshots have a benefit in that they’re fully modular; that allows you to use simply specific parts while leaving others out – making modification and modifications a lot less complex than with more rigid snapshots.

Automating crucial procedures with these snapshots not just automates them yet likewise simplifies list building process and boosts customer relationship management (CRM) to enhance scalability and efficiency for better scalability and productivity making it possible for users to produce efficient marketing methods focused on turning prospective customers right into paying clients.

HighLevel snapshots offer an additional substantial advantage – their flexibility in meeting specific market requirements. For instance, dental snapshots might come pre-loaded with lead capture kinds and campaigns using totally free teeth lightening to new individuals. This provides firms with the flexibility to customize remedies particularly customized for each and every client while still remaining regular in brand name image and message.

GoHighLevel’s snapshots are highly configurable and can help your firm rise effectiveness and increase. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new clients conveniently and being centrally located with simple directions they are an indispensable possession in accomplishing development faster and more effectively than in the past.

Accelerate client onboarding

Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for several customers simultaneously, thus accelerating outcomes for clients while conserving you time on arrangement! Snapshots make sure success for everyone included – company and clients alike.

Snapshots provide a thorough back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional customer account making use of Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This reduction in manual arrangement time makes onboarding far more effective!

To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin selecting which elements of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will certainly create a mobile copy that you can after that release similar systems somewhere else GoHighLevel HVAC Snapshot.

Snapshots can also be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between clients. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.

HighLevel makes creating snapshots simpler than ever, offering pre-equipped snapshot templates for various industries from realty to e-commerce. By promptly onboarding brand-new clients while helping them meet their service goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and providing them with comprehensive marketing systems much faster than ever.

Maintain brand name uniformity

Hands-on setups may leave disparities that endanger brand name uniformity, while snapshots allow you to replicate an account configuration throughout several brand-new accounts without by hand recreating all setups for each one. This helps deploy completely set up customer accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make maintaining consistent processes throughout your customer base much easier.

Snapshots can be an indispensable possession to companies handling multiple accounts simultaneously. By setting up the excellent account structure when and waiting as a snapshot for usage later with brand-new customers, snapshots assist firms decrease onboarding times by as much as half quicker. A 2025 research study demonstrates how snapshots assist speed the onboarding process considerably.

To develop a Snapshot, browse to your Company Dashboard and choose the sub-account you want to catch. From there, select what aspects must be consisted of (funnels, calendars, workflows, site templates, custom-made worths and so forth) before giving it a name and clicking “Conserve”.

As soon as your snapshot is ready to use, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either all at once or component by element).

As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost performance and make sure a much more standard account configuration process. By making it less complicated to reproduce campaigns, funnels and automation plans promptly, snapshots help scale much faster while enhancing profits streams.

Executing and making use of snapshots has many benefits that are essential to business success:.

Remove recurring configuration tasks

Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to other customers – saving you time, assisting in faster client onboarding times and creating a more effective working environment by eliminating the need to reinvent the wheel each time a new customer shows up.

Snapshots make sharing configurations and campaigns with others within your firm less complicated than ever before, whether by means of single web link sent using email to staff member or permanently shared via account access. Furthermore, snapshots additionally enable you to limit their import into details subaccounts if wanted.

Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, picking its source account( s) and picking just how it will certainly be duplicated; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of information over time.

Personalize the settings for the snapshot by choosing options that best fulfill the demands of your client, for example if they are real estate clients you may want to consist of:

Finally, you can customize custom-made fields to accumulate information that’s distinct to every customer. When pleased with the result, simply push the “Conserve” button to save adjustments and apply them throughout all customers.

As snapshots are a vital tool for the success of GoHighLevel individuals, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can enhance workflows while producing much more outstanding results for clients.

GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and effective to duplicate campaigns, funnels and even more throughout tasks. Agencies use snapshots to onboard customers much faster and make certain uniformity across tasks.

Each snapshot includes an integrated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and various other possessions.

Duplicate entire funnels and automations in seconds

Snapshots are full backups of your HighLevel setup, including automations, funnels, web pages, landing forms, call lists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between clients easy without the need to recreate whatever from the ground up; companies can save hours by using snapshots as templates throughout client accounts.

To create a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending out links generated. Any kind of imported snapshots show up under Imported Snapshots category.

GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to use just certain parts while leaving others out – making modification and changes a lot less complex than with even more inflexible snapshots.

Automating key procedures with these snapshots not just automates them yet additionally improves lead generation procedure and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and performance allowing customers to create effective marketing techniques focused on transforming prospective customers into paying clients.

HighLevel snapshots provide another considerable advantage – their adaptability in conference particular market needs. For instance, dental snapshots could come pre-loaded with lead capture forms and campaigns offering free teeth whitening to new people. This gives agencies with the liberty to tailor solutions especially tailored for each and every client while still remaining consistent in brand name image and message.

GoHighLevel’s snapshots are highly configurable and can aid your firm rise performance and broaden. By replicating existing workflows, streamlining complex automations, onboarding new clients easily and being centrally located with basic guidelines they are a vital asset in accomplishing development faster and more effectively than ever before.

Speed up customer onboarding

Are You an Agency Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple clients simultaneously, hence speeding up outcomes for customers while saving you time on arrangement! Snapshots guarantee success for every person included – firm and clients alike.

Snapshots give a thorough backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account utilizing Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding far more reliable!

To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin selecting which parts of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a portable copy that you can after that deploy similar systems somewhere else GoHighLevel Create Snapshot.

Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms moving systems between clients. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.

HighLevel makes creating snapshots easier than ever before, offering pre-equipped snapshot templates for various industries from property to ecommerce. By swiftly onboarding brand-new customers while helping them fulfill their service objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and providing them with comprehensive marketing systems much faster than ever before.

Maintain brand consistency

Manual configurations might leave variances that compromise brand name uniformity, while snapshots permit you to replicate an account setup across numerous new accounts without manually recreating all settings each. This aids deploy completely set up client accounts quickly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining consistent procedures across your client base much easier.

Snapshots can be an invaluable possession to companies handling multiple accounts at the same time. By setting up the optimal account framework as soon as and waiting as a snapshot for use later with brand-new clients, snapshots aid companies reduce onboarding times by as much as 50 percent quicker. A 2025 research demonstrates how snapshots aid speed the onboarding process dramatically.

To develop a Snapshot, navigate to your Firm Control panel and pick the sub-account you wish to catch. From there, pick what components must be consisted of (funnels, calendars, workflows, site templates, customized values and so forth) prior to providing it a name and clicking “Conserve”.

Once your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either at one time or component by element).

As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost productivity and make sure an extra standard account setup process. By making it much easier to duplicate campaigns, funnels and automation plans promptly, snapshots help range quicker while boosting earnings streams.

Executing and using snapshots has lots of advantages that are necessary to service success:.

Get rid of repeated setup tasks

Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually verified themselves beneficial to other customers – saving you time, promoting quicker customer onboarding times and creating an even more effective working environment by removing the need to transform the wheel each time a brand-new customer gets here.

Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever, whether via single link sent using e-mail to employee or permanently shared via account gain access to. Additionally, snapshots likewise permit you to restrict their import right into particular subaccounts if wanted.

Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, choosing its resource account( s) and choosing just how it will be copied; make certain to select something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details in time.

Personalize the setups for the snapshot by picking choices that ideal satisfy the requirements of your client, for instance if they are property clients you might want to include:

Finally, you can tailor custom-made fields to gather information that’s special to every customer. When satisfied with the outcome, merely press the “Save” button to save changes and use them throughout all customers.

As snapshots are an indispensable tool for the success of GoHighLevel individuals, making them indispensable for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can enhance workflows while creating a lot more excellent outcomes for clients.

HL Pro Tools offers comprehensive assistance remedies that guarantee adaptability, personalization, compliance, safety and security and performance for their users. Their sources include well-known support documents, demo videos and sector funnels – making their assistance solutions unrivaled in terms of efficiency.

Agencies can utilize this item to maximize their growth and client contentment. Once they agree with a supplier and pay their license charges, they can apply their brand logo designs and tailor the software according to their organization demands.

White-label SaaS setting

White-label software offers firms with a reliable way to broaden their service offerings without incurring the costs and time-intensive hassle of constructing it themselves. By making the most of SaaS, companies can conserve both time and sources while concentrating on what issues most – broadening their customer base.

Resellable marketing devices must provide considerable branding and personalization, along with versatile pricing models that suit any agency and client. Some white-label vendors use membership models while others have pay-per-use or tiered rates systems so marketing experts can locate services finest suited to them and their agency or clientele.

With white-label modern technology, you can personalize the device by including your brand name logo, shades and visual identification into its design. This method develops trust fund while enhancing brand name commitment while aiding distinguish your firm from competitors.

HL Pro Tools offers a durable collection of tools and features, such as training, snapshots, industry funnels and demos – to assist marketing experts promptly onboard new clients swiftly and successfully. Furthermore, it features API access as well as a support system offering direct help from specialists HL Pro Tools Premium Support.

This white-label marketing service features unrestricted top quality client support for an exceptional customer experience, making it simpler for marketing experts to meet customer requirements rapidly and make sure consumer complete satisfaction. Services can scale operations extra with confidence while boosting the total customer experience – ultimately offering much better revenue opportunities and creating even more enjoyable customer communications for marketing agencies.

Automation improvements

HL Pro Tools is a sophisticated company help service that give robust support solutions and an extensive knowledge base, substantially enhancing customer interactions and efficiency at your firm. Furnished with seamless integration with GoHighLevel, these tools make an excellent enhancement for firms that want to streamline procedures while increasing client involvement.

The system automation features allow marketing experts to generate dynamic web content based upon customer information and habits, consisting of emails, social media blog posts and advertising campaign. This method makes the most of performance while concurrently reducing manual initiative and threat of mistake.

Automation tools additionally feature advanced analytics capacities that offer real-time insights right into campaign performance metrics, supplying real-time understandings that enable online marketers to determine locations for renovation and make data-driven choices, bring about even more scalable and efficient marketing strategies that boost client interaction and result in better organization success.

Automation also brings boosted performance, conserving organizations both time and money in tight markets where every dollar matters. Automated marketing procedures enable online marketers to concentrate their energies on various other critical growth initiatives while seamlessly incorporating right into other marketing platforms – helping produce brand name acknowledgment and drive sales. It is necessary for clients and staff member alike to provide feedback to ensure that automated processes meet their requirements effectively.

Unique features

HL Pro Tools gives marketers with a suite of tools designed to speed up account arrangement and automate crucial workflows faster and reduce turnaround times for client results while boosting client retention rates. Features of these tools include top quality support, done-for-you content development and predictive analytics abilities.

This system additionally features other tools to assist marketing professionals in improving organization procedures and growing earnings streams. An effective Zapier integration enables organizations to quickly create vibrant kinds with automated entries to their HighLevel accounts; hence reducing manual labor needs dramatically while freeing them up for more strategic growth tasks.

HL Pro Tools additionally offers customers accessibility to an extensive collection of branded video clips and articles made to rapidly fix individual issues – saving up to 10 hours in weekly assistance time for services that could otherwise be guided toward much more strategic initiatives.

It gives services with a variety of tools to raise their HighLevel experience, consisting of personalized styles and advanced automation features. Users can make use of Theme Builder to customize their account to satisfy the specific needs of customers. In addition, 85+ market funnels exist that capture leads, support them into customers and boost conversion prices based on proven marketing strategies – assisting services optimize conversion prices for boosted conversions rates.

Helps marketers release much faster

HL Pro Tools is not only a large library of assistance sources and technological training; it’s additionally an exclusive community of top-level SaaS business owners. Participants join routine calls with seasoned trains and specialists for technology and marketing suggestions that will certainly help launch, market and scale their HighLevel service successfully.

Matt Deseno is a professional SaaS entrepreneur who has made his mark in the industry as both leader and instructor. As creator of HL Pro Tools, his experience and success have actually established a sterling credibility amongst HighLevel individuals worldwide.

Graham Lightner is our operational genius and keeps all facets of HighLevel running smoothly. Not only is he a specialist in HighLevel, he’s likewise a dedicated papa, hubby and business person!

Manage clients less complicated

One of the greatest difficulties associated with running a digital marketing firm is client retention. To stay clear of losing clients, it’s vital that every communication with a customer goes smoothly and effectively – something HL Pro Tools detailed suite of support features are especially developed to achieve.

HL Pro Tools helps marketing experts properly manage their HighLevel clients with features like the KickSaaS Setup and industry-specific funnels, such as KickSaaS Setup. This enables online marketers to craft customized interfaces for each and every customer that show an understanding of their individual demands and goals – a crucial factor in building client loyalty and organization expansion.

The software gives an abundance of knowledge base sources, from tutorials and self-help materials, to support personnel that concentrate on all GHL-related problems and succeed at promptly fixing questions. Furthermore, their 24/7 unbranded support enhances customer satisfaction and cultivates brand commitment HL Pro Tools Premium Support.

HL Pro Tools support services are accessible throughout numerous networks, such as email, Slack chat and video assistance. In addition, it can integrate with hundreds of popular apps with Zapier so as to automate and streamline workflow and conserve time. Furthermore, its training resources and tactical blueprints enhance group efficiency and effectiveness allowing your service to increase faster while coming to be a professional without experiencing unnecessary trouble.

Scale without tech overwhelm

GoHighLevel gives reliable and effective devices that make it possible for companies to drive web traffic and conversions better in today’s hectic digital landscape, such as sales funnel processes. Via its functional marketing automation collection, companies can produce customized sales funnels for customers that bring more leads while raising revenue.

HL Pro Tools is a sophisticated firm help remedy offering careful assistance solutions and considerable data base sources. Their specialized assistance team are specialists in all topics connected to GHL and offer fast reactions for questions. Moreover, its personalized features and substantial collection enables companies to tailor the tool according to their very own certain needs.

The solution is an ingenious marketing system that encourages online marketers to increase their business without compromising high quality. Via effective automation devices, white-label SaaS mode and durable assistance solutions, it assists online marketers raise income, decrease operational prices and boost efficiency – while its substantial partner network and dedicated account management team ensure outstanding assistance solutions to its consumers.