The Ultimate GoHighLevel Snapshot | Hack Your SaaS To Scale Fast
Summary
TLDRSharon from Extently introduces the 'Ultimate Small Business Snapshot', a comprehensive tool designed to streamline agency operations and enhance client value. The snapshot includes 99 workflows, 177 email and text templates, 26 websites, and more, covering everything from lead capture to sales and customer follow-up. It's a one-time purchase of $9.95, offering a year of updates and tech support, ensuring small businesses can quickly scale and grow with a robust, easy-to-use system.
Takeaways
- 🚀 The 'Small Business Snapshot' is a comprehensive tool designed to help agency owners and small businesses get started quickly with GHL (Grow High Level).
- 📈 It aims to eliminate the need to spend hours learning and building out a system from scratch, offering a ready-to-use solution with automation and pre-built features.
- 🛠️ The snapshot includes 99 workflows, 177 texts and email templates, 26 websites and funnels, 18 designed emails, 5 pipelines, 5 calendars, 18 forms and surveys, and 51 tags for organization.
- 💡 It covers basic needs like email and SMS subscription management, as well as advanced features like pre-built funnels with online calendars and appointment booking options.
- 🔄 The system is designed to be adaptable to various niches, with over a few hundred agencies using it for clients in industries like medical, real estate, and marketing.
- 📊 The snapshot is constantly being updated and improved based on feedback from users, ensuring it remains relevant and effective.
- 📝 A key feature is the 'meeting status update form', which streamlines the note-taking and follow-up process during client meetings.
- 📲 Notifications are carefully managed to ensure users receive only the most important and relevant information, avoiding information overload.
- 📈 The snapshot includes nurturing sequences for leads, such as a 52-week SMS tips workflow and a year-long nurture email sequence, to increase sales over time.
- 💼 It also supports the sales process with features like automated review campaigns and referral programs to attract more clients through word-of-mouth marketing.
- 💰 The snapshot is a one-time purchase of $9.95 and comes with one year of free updates and three months of free tech support, making it an affordable solution for businesses.
Q & A
What is the purpose of the 'ultimate small business snapshot' mentioned in the script?
-The 'ultimate small business snapshot' is a pre-built system designed to help agency owners and small businesses quickly start using GHL (Grow High Level) with a range of automations, workflows, and templates that would otherwise take hours to set up from scratch.
Why is it difficult for new users to start with GHL without the snapshot?
-New users find it challenging because a new GHL account is completely empty, requiring them to spend considerable time learning and building out a system before they can start selling, which is not ideal for those who need to get started fast.
What basic expectation do clients have from a CRM system that the snapshot addresses?
-Clients expect basic automations like marking unsubscribed contacts as 'do not disturb' to prevent further contact. The snapshot includes such features and more, ensuring that clients' basic needs are met right from the start.
How does the snapshot cater to the needs of advanced solutions for small businesses?
-The snapshot includes advanced solutions such as pre-built funnels with online calendars, appointment booking options, meeting confirmations, and reminders, which are more advanced than other systems like Calendly.
What is the total number of workflows included in the small business snapshot?
-The small business snapshot includes 99 workflows to cover a wide range of business needs.
How does the snapshot help in managing email and SMS subscriptions?
-The snapshot includes a system for managing email and SMS subscriptions, ensuring that unsubscribed contacts are marked correctly and not contacted again, which is accomplished through seven workflows.
What types of businesses or agencies have used the snapshot according to the script?
-The snapshot has been used by a variety of businesses including medical offices, restaurants, real estate agents, dentists, service companies, marketing agencies, med spas, gyms, coaches, and more.
What is the significance of the 'meeting status update form' in the snapshot?
-The 'meeting status update form' is a key component of the snapshot that streamlines the note-taking and follow-up process during meetings, helping to keep everything organized and ensuring no sales opportunity is missed.
How does the snapshot support the sales process with nurture sequences?
-The snapshot includes nurture sequences like a 52-week SMS tips workflow and a year-long nurture email sequence to keep leads engaged and increase sales over time.
What features does the snapshot include to capture leads from various sources?
-The snapshot captures leads from various sources such as landing pages, paid ads, scheduling calls, Facebook Messenger, website chat widgets, Google My Business chat, contact forms, phone leads, request a call back feature, and referral leads, with pre-built responder messages for immediate engagement.
How does the snapshot help in reducing no-shows and cancellations?
-The snapshot includes a meeting confirmation and reminder sequence with crucial 10-minute and 2-minute before reminders to drastically reduce the number of no-shows and cancellations.
What additional features does the snapshot offer for post-sale processes?
-The snapshot offers features like automated review campaigns for clients to get more five-star reviews, a referral campaign to encourage happy clients to refer more business, and an abandoned cart sequence to remind leads to finish their purchases.
What support does Extently provide with the purchase of the snapshot?
-With the purchase of the snapshot, Extently offers one year of updates for free and three months of snapshot tech support for free, providing training and assistance with customizations.
How much does the small business snapshot cost, and what does this one-time purchase include?
-The small business snapshot is available for a one-time purchase of $9.95, and it can be used in unlimited sub-accounts.
Outlines
🚀 Introduction to the Small Business Snapshot
Sharon introduces the 'Small Business Snapshot', a comprehensive tool designed for agencies to quickly onboard clients onto the GHL platform. The snapshot is a universal solution that aims to eliminate the need for extensive learning and setup time, providing immediate value to clients. It includes essential automations like unsubscribe management and advanced features like pre-built funnels with online calendars and booking options. The snapshot has been developed and refined over a year with input from multiple agencies, resulting in a product that covers 99 workflows, 177 templates, and various websites and forms to streamline business operations across different niches.
📈 Streamlining Sales with Automated Pipelines
The second paragraph focuses on the importance of organization for small business sales and introduces an automated sales pipeline as a solution. The pipeline helps to identify leads ready to buy and is customizable to fit various sales processes. A key feature is the 'meeting status update form', which streamlines the note-taking and follow-up process during client meetings. It also automates follow-up communications, ensuring no sales opportunity is missed. The snapshot includes nurture sequences for leads, such as weekly SMS tips and year-long email sequences, along with holiday emails for promotions, all designed to increase sales and engagement.
📱 Lead Capture and Engagement Strategies
This paragraph discusses the various methods of lead capture, such as landing pages, paid ads, and social media, and the importance of immediate follow-up. It outlines the pre-built responder messages for initial contact and customization options for client-specific value. The snapshot also includes lead source tagging to identify the most effective marketing channels and a system of notifications to keep businesses informed about important activities without information overload. Additionally, it covers features like meeting reminders to reduce no-shows and an advanced missed call text back feature to engage leads who missed a call.
💰 Maximizing Sales and Post-Sale Engagement
The final paragraph covers the features that support the sales process and post-sale activities. It introduces new functionalities like invoices with built-in reminders for unpaid ones and a checkout page for online sales. The snapshot also includes an abandoned cart sequence to remind leads to complete their purchases. Furthermore, it discusses the importance of online reviews and includes an automated review campaign. The snapshot facilitates referrals through a post-sale campaign, encouraging clients to refer friends and family, thus providing free marketing. It also includes a range of advanced features like nurture sequences, promo offers, lead reactivation templates, and subscription management to ensure a comprehensive approach to business growth and client retention.
Mindmap
Keywords
💡Small Business Snapshot
💡Automation
💡Workflows
💡CRM (Customer Relationship Management)
💡Lead Magnet
💡Funnels
💡Pipelines
💡Nurture Sequences
💡No Show and Cancellation Campaigns
💡Sales Pipeline
💡Meeting Status Update Form
💡Lead Capture
Highlights
Introduction of the ultimate small business snapshot by Sharon with Extently, designed for universal niches to streamline agency operations with GHL.
The snapshot aims to reduce the time spent on initial setup of a new GHL account, which is typically empty and requires extensive learning and building.
Clients expect automation and ready-to-go features in software, which the snapshot provides out of the box.
Basic functionalities like managing email and SMS subscriptions are essential and are included in the snapshot with a seven-workflow setup.
Advanced solutions such as pre-built funnels with online calendars and appointment booking options are integrated into the snapshot.
The snapshot includes 99 workflows, 177 texts and email templates, 26 websites and funnels, and more, designed to cover all needs of a small business owner.
Feedback from hundreds of agencies has been used to perfect the snapshot, which is constantly being improved.
The snapshot is designed to make client onboarding easy with features like link tree pages and no-show cancellation campaigns.
A fully automated sales pipeline is a key feature to prevent missed sales opportunities due to lack of organization.
The meeting status update form is a customizable tool for streamlining note-taking and follow-up processes.
Nurture sequences like the 52-week SMS tips workflow and year-long nurture email sequence are included for lead engagement.
Lead capture is facilitated through various online methods, with pre-built responder messages for immediate lead engagement.
Lead source tagging helps focus marketing efforts on the most effective channels.
Internal and external notifications are carefully managed to ensure timely updates without overwhelming the user.
Features like the missed call text back enhance the functionality of GHL, making it more effective for lead follow-up.
Invoices, checkout pages, and email receipts are part of the snapshot to facilitate online sales for clients.
Automated review campaigns and referral programs are included to help clients attract more business.
The snapshot provides a comprehensive package from lead capture to sales, including promo offers, reactivation templates, and subscription management.
One-time purchase of the snapshot includes one year of updates and three months of tech support, ensuring ease of setup and use.
The snapshot is designed to be a sticky product for clients, providing ongoing value as they grow their businesses.
Transcripts
[Music]
hey guys i'm sharon with externally for
high level and today i'm going to be
taking a deep dive into our ultimate
small business snapshot this snapshot
works for any niche this universal
snapshot helps agency owners get started
with ghl and drives immense value for
your clients who are using it our goal
at extently has always been to make
getting started with ghl fast and easy
so we've made this snapshot to help you
stop spending hours to just get started
with high level we see it over and over
again somebody is new they're excited to
get started with high level
but they feel like they have to spend
hours learning and building out a
snapshot in the system before they can
start selling and that is just not true
however when you do get a new high level
account it is 100
empty nothing works at all and at that
point it's not an easy thing to sell to
clients because customers expect
certain automation and things to already
be in there just like they are ready to
go in any other software so you feel
like you have to build everything from
the ground up but the problem is you
don't have months to spend learning
technical pieces that may be completely
foreign to you
you have to get started fast and you
don't have months to spend building all
the funnels automation emails and the
rest of the tech stuff that your clients
will just expect to be there your
clients will expect very basic things
like when someone unsubscribes from an
email campaign it should mark them as do
not disturb so they don't get contacted
again managing email and sms
subscriptions is one of the very very
basic things that you just must have
and even accomplishing that takes seven
workflows here to make sure that we've
covered all of our bases
but of course your clients are going to
be expecting much more than that they
also need advanced solutions like
pre-built funnels with online calendars
and appointment booking options and
after someone has booked an appointment
they need meeting confirmations and
reminders we've built that all in the
system and it is even more advanced than
calendly by working with agencies and
small businesses we've realized a lot of
the problems that small business owners
have and over the course of the past
year we've spent creating solutions for
those common problems in our ultimate
small business snapshot so this past
year we've spent a lot of time
building testing and iterating this
universal niche snapshot our goal with
the snapshot has always been to cover
all the needs that a small business
owner could have so that you as an
agency owner can immediately prove your
value to your clients
and we're constantly perfecting and
adding more things to the snapshot
right now it includes 99 workflows
177 texts and email templates
26
websites and funnels 18 beautifully
designed emails
5 pipelines 5 calendars 18 forms and
surveys and 51 tags to keep you
organized it actually has a lot more
than that but i just couldn't fit it all
onto this powerpoint it's been proven
and used by many different niches
some including medical offices
restaurants real estate agents dentists
service companies marketing agencies med
spas gyms coaches and more the snapshot
has been used by well over a few hundred
agencies that are using it regularly for
their customers
so
in in total that amounts to a few
thousand people using the snapshot and
we get constant feedback from those
clients that are using it we've taken
all of that feedback to perfect it by
making tweaks and improvements
all the time it's definitely not the
easiest thing to build and has taken
over a year and six different people
with six different skill sets from our
team to really perfect it and we're
still improving on it every day with
more and more feedback that we get from
the agencies um using it and their
customers so let's learn how this small
business snapshot can make getting your
clients started
very easy this snapshot is designed to
get you in front of your customers so
whether it's our link tree pages or our
no show and cancellation campaigns that
attempt to get people to rebook our goal
is to never let an opportunity go missed
and to get you
right in front of your clients and it
all starts from an easy to use fully
automated sales pipeline now the number
one reason small business owners miss
out on potential sales is a total lack
of organization
not because they don't want to
but simply they don't have enough time
in the day to figure out a good
streamlined system for themselves but
that's okay that's where we all come in
as agency owners it's our job to provide
better systems and solutions for our sas
clients so
why don't you guys all try this next
time
next time try telling your clients this
imagine if you could see the leads that
are close to buying and focus on driving
just those people to a sale you'll
maximize your time and you'll increase
your sales right away with just being
more organized and right as you say that
they'll instantly realize that they need
this in their lives this pipeline that
you see right here is very easy to
customize and you can change it up to
match whichever sales process that you
have actually if you sign up with us our
team will help you customize this
pipeline but the best part is is that
this pipeline keeps everything organized
without you ever even having to enter
high level how that's through
our meeting status update form so this
form is a key within our snapshot it's
delivered to you two minutes before each
meeting and it can be customized in a
lot of different ways to fit whatever
you've need we've seen people use it in
a lot of creative ways we've seen people
use it in gyms in medical offices
restaurants and so many other creative
ways this form is simple but powerful it
helps you do everything from updating
the status of that lead
by entering the lead value and the
appointment status to taking internal
notes and even sends follow-up messages
straight to the lead it really
streamlines the note-taking and
follow-up process so that you can be
more proactive and never let a sales
opportunity go by again so now whenever
i walk into a meeting this is the first
thing that i pull up i keep this open
during my meetings and use it to take
notes alongside in the internal notes
area and in the conversation recap area
i jot down anything that i say i'm going
to follow up with my client on and then
right after the call i take about five
to ten minutes to provide them with all
of the information that i said i was
going to get to them
so any links or any other information i
can drop that in right in the
conversation recap area and then after i
submit this form it sends them all of
that information in the follow-up recap
notes along with a nice thank you
message and you know who doesn't love
getting the information that they need
right away along with a nice thank you
note it really helps to automate your
follow-up and puts you in the best
possible position
as a as a professional for using this i
used to take down notes on a pad or
sometimes a random document and other
times on like a paper next to me so
everything was all over the place and i
wasn't even going back to read the notes
that i took so this makes sure that i
don't let anything slip through the
cracks and helps keep everything
organized and on file for me in one
place within the crm so now you'll never
forget about an opportunity again and
always remember
that the money is in the follow-up and
what this does is that it makes
following up super efficient um and by
the way speaking of following up we have
several different types of nurture
sequences that can be utilized within
the snapshot so we've included a 52-way
week sms tips workflow that is intended
to provide educational tips that'll
showcase your clients as an industry
expert
we also have a year-long nurture email
sequence that will keep your lead
engaged and eventually increase sales
overall and with these we've pre-built
beautifully designed holiday emails that
have been used to offer sales and
promotions so in this snapshot we have
lots of different ways that you can
follow up with your leads nurture them
provide give them opportunities for
sales and promotions and we've built in
sequences that will follow up with leads
for up to five years but before you
begin nurturing leads you have to
capture them
with online marketing leads can come in
from many different ways so we've
developed a system to help help you
capture leads from all of these
different methods and automatically
follow up with them all the snapshot
captures and follows up with leads
coming in through
landing pages paid ads scheduling a call
facebook messenger the website chat
widget gmb chat a contact us form
leads that come in over the phone and
even through our unique request a call
back feature and lastly leads that come
in from referrals through friends or
family we have a campaign to capture
those as well so with all of the
different ways that leads can come in
we've pre-built ready to go
responder messages so you're able to
make an initial contact and get your
leads engaged right away you can
customize these messages as well and you
can work with your clients to customize
them to understand what's going to
provide the best value for their leads
so for example at extendly we added in a
welcome video
and that video has helped us engage our
leads right off of the back with all of
the different ways that leads can come
in you need to know where most of your
traffic is coming in from so in order to
do that we tag each new lead with its
source
so now you can focus more of your
marketing efforts on the channel that is
bringing you
the most traffic we've also carefully
built internal notifications that are
sent via sms email and push
notifications straight to the app that
you can stay up to date with all of the
important activity but at the same time
not over load yourself with too many
notifications we've carefully hand
picked which notifications go to you
when they go to you and in which method
they go to you because we don't want to
bombard you with a lot of notifications
we want to give you only the most
important and relevant information
that's actually going to help you
make a better business decision so along
with sending internal notifications we
also send external ones as well
one example is when there is a meeting
coming up we send the lead automatic
reminders that they have an appointment
coming up and with this system we've
seen a drastic reduction in the amount
of no shows and cancellations with our
meeting confirmation and reminder
sequence that is pre-built
um one of the key features of this is
the 10 minute before and two minute
before reminder those are some of the
most crucial to have and can save
somebody from missing an appointment all
right so we're also building upon a lot
of features that high level already has
like our advanced missed call text back
so this is a feature that's already in
high level but we're just taking it up a
notch to make it that much more
effective um so what this says is that
it adds a task whenever there's missed
call
and it also prompts the lead to book a
call with you on your calendar instead
if they really do want to um hop on a
call and then there are more things to
um attract leads like these lead magnet
templates these come with a funnel
automation and pipelines to
um attract and get more leads into your
system but it keeps getting better the
small business snapshot not only has
everything to capture and nurture leads
but it also has everything you need to
make the sale so invoices are something
a brand new to high level that they've
just launched and there's not too much
functionality with them yet when it
comes to automation so we realized we
needed to come up with a solution right
away our automation has built-in
reminders for unpaid invoices and it
also comes with notifications so you
know exactly when an invoice is sent and
when it's been paid but let's take it a
step further we've also created a
beautifully designed checkout page and
email receipts so now if your clients
would like to sell products online all
they needed to do is attach their
product to this funnel and boom their
start they're ready to start selling
right away you cannot make it easier for
them
and even for those leads that have
started to buy but have not finished
we've built in an abandoned cart
sequence so we can remind them to finish
their purchase and again within that
sequence we're showing them the value
of what they are purchasing so again the
snapshot is designed to not let any
opportunity go missed so again the
snapshot is designed to not miss any
opportunities but of course it doesn't
stop there either
after a sale is made your client should
get a five-star review online so that
they can attract more and more clients
for that we've built in an automated
review campaign so your clients can get
more five-star reviews on
autopilot we want you to help your
clients become the obvious choice
let's turn your happy clients into more
happy clients with our referral campaign
so now with our snapshot whenever a sale
has been made and the client is already
in the system they can use this referral
campaign to refer more of their friends
and family
and guess what that is free marketing
but you're gonna get the credit for
providing the system that made it
possible and the value doesn't stop
there we have pre-built nurture
sequences promo and sales offer
sequences a database reactivation lead
opt-in templates workflows and pipelines
sms keyword promo offers
a refund and cancellation management
system as well as email and sms
subscription management so this snapshot
covers everything from very advanced
features that are going to help get more
sales and more
leads into the system to the very very
basics that everybody needs just to get
you know a crm running for them like
email and sms subscription so there you
go that's everything that's included
within our small business snapshot
you're getting an immense value in there
that you can use to provide further
value for your clients they're going to
thank you on an everyday basis for
providing them with a system that's not
only help them become more organized
increase their sales but has also helped
strengthen their overall brand
reputation that right there is
priceless
so with your the snapshot your sas is
really going to become a super sticky
product that your clients can't live
without they'll want to be with you for
years and years to come because you're
providing them with exactly what they
need as they grow and keep in mind this
snapshot is something that we're always
updating and fixing based on the
feedback that we get from the hundreds
of agencies that we have using it and
all of their clients so with that
feedback it's always going to be getting
better and when you purchase this from
us you get one year of updates
completely for free
you get three months of snapshot tech
support from us completely for free as
well which is unheard of so with that
tech support you can ask us any big or
small questions about the snapshot
we'll train you on how to use it and if
you need to make any small workflow
customizations we'll walk you through
that as well because we want to make
sure
that it's easy for you to get started
with ghl and this snapshot does exactly
that it allows you to skip months in
building and allows you to get to the
selling stage faster than ever before so
go ahead and go to getextenley.com and
check out what this snapshot has to
offer if you go to our side menu you can
check out the snapshot store here you'll
be able to see all the other snapshots
with that we have to offer as well as
this one
right now this is available to purchase
for only 9.95 that's a one-time purchase
of 9.95 and you can use it in unlimited
sub-accounts
um so remember our goal that at extendly
is to make getting started with ghl fast
and easy for you thank you take care
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