The Ultimate GoHighLevel Snapshot | Hack Your SaaS To Scale Fast

Summary

Sharon 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

00:00

🚀 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.

05:01

📈 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.

10:02

📱 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.

15:02

💰 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.

Keywords

💡Small Business Snapshot

The 'Small Business Snapshot' is a comprehensive tool designed to assist small business owners and agencies in quickly setting up and managing their operations with GHL (presumably a CRM or business management software). It is a universal solution that includes various automations, workflows, and templates to streamline business processes. In the script, it's described as a way to 'drive immense value for your clients' and is said to include '99 workflows, 177 texts and email templates, 26 websites and funnels,' among other features, highlighting its role as a core component for business efficiency and growth.

💡Automation

Automation refers to the use of technology to create or define rules for processes to be executed automatically. In the context of the video, automation is crucial for small businesses to save time and increase efficiency. The script mentions that customers expect certain automations to be already in place, such as marking unsubscribed contacts as 'do not disturb', and the 'Small Business Snapshot' includes advanced automations like 'pre-built funnels with online calendars and appointment booking options'.

💡Workflows

Workflows are sequences of connected steps or processes that are executed in a specific order to achieve a certain outcome. The script emphasizes the importance of workflows in managing tasks and processes within a business, stating that even 'managing email and SMS subscriptions' requires seven workflows. The 'Small Business Snapshot' is said to include numerous workflows to cover various business needs.

💡CRM (Customer Relationship Management)

CRM systems are designed to manage a company's interactions with current and potential customers. The script implies that the 'Small Business Snapshot' is integrated with a CRM, as it discusses features like 'managing email and SMS subscriptions' and 'meeting status update form', which are typical functionalities of a CRM system. The goal is to keep everything organized and improve customer relations.

💡Lead Magnet

A lead magnet is a piece of content or an offer that is given away in exchange for contact information, with the purpose of attracting potential customers. In the script, it's mentioned that the 'Small Business Snapshot' comes with 'lead magnet templates' that include 'funnel automation and pipelines to attract and get more leads into your system', showing its use in generating interest and capturing leads.

💡Funnels

Funnels in a marketing context refer to a series of steps designed to guide potential customers towards a sale or conversion. The script discusses 'pre-built funnels' as part of the 'Small Business Snapshot', indicating that these are ready-to-use sales pathways designed to streamline the customer journey from initial interest to purchase.

💡Pipelines

In the context of business and sales, pipelines refer to the stages that a customer goes through from the initial contact to the final sale. The script mentions '5 pipelines' as part of the 'Small Business Snapshot', suggesting that these are structured processes to manage and track sales leads through various stages of the sales cycle.

💡Nurture Sequences

Nurture sequences are a series of planned communications aimed at engaging and moving leads closer to a sale without directly pitching to them. The script refers to 'nurture sequences' such as a '52-week SMS tips workflow' and a 'year-long nurture email sequence', which are designed to keep leads engaged and increase the chances of conversion over time.

💡No Show and Cancellation Campaigns

These campaigns are strategies used to minimize the occurrence of appointments being missed or canceled. The script mentions that the 'Small Business Snapshot' includes 'no show and cancellation campaigns' with the goal of getting people to rebook, ensuring that no potential sales opportunity is missed.

💡Sales Pipeline

A sales pipeline is a tool used to visualize the progress of potential sales opportunities. The script describes an 'easy to use fully automated sales pipeline' as a key feature of the 'Small Business Snapshot', emphasizing its role in organizing and maximizing sales efforts by focusing on leads that are close to buying.

💡Meeting Status Update Form

This form is a specific tool within the 'Small Business Snapshot' designed to streamline the process of updating lead status and taking notes during meetings. The script describes it as being delivered 'two minutes before each meeting' and as customizable to fit various needs, highlighting its utility in improving organization and follow-up efficiency.

💡Lead Capture

Lead capture refers to the process of collecting information from potential customers, typically through various online and offline methods. The script discusses the 'snapshot' capturing leads from 'landing pages, paid ads, scheduling a call, Facebook Messenger', and more, indicating the comprehensive approach to gathering customer data for sales purposes.

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