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Key takeaways
- What a snapshot includes
- How to build a good one
- Keeping snapshots up to date
What a snapshot includes
A snapshot can carry pipelines, workflows, funnels, forms, calendars, templates and custom fields, so a new account starts fully built.
How to build a good one
Create one clean master account, test every workflow with a dummy contact, then save it as a snapshot. Keep a version note so you know what changed.
Keeping snapshots up to date
Review your snapshot each quarter. Update workflows, remove unused assets and document any manual steps still needed after loading.
Frequently asked questions
What can a GHL virtual assistant do?
Build and maintain funnels, workflows, pipelines, calendars and campaigns, clean up contacts and keep reporting accurate.
Do you work with agencies?
Yes. We support agencies that manage many sub-accounts as well as single businesses running their own account.
Need help with this? Explore our GoHighLevel (GHL) Virtual Assistant, see our packages or book a free 30-minute call.