Running a digital business takes time, especially when setting up new clients. GoHighLevel Snapshots make that process faster, easier, and more organized.
If you are an agency owner, marketer, or service provider, snapshots can help you create ready-to-use systems that save hours of manual work. This guide explains what snapshots are, how they work, and how you can use them to scale your business efficiently.
What Are GoHighLevel Snapshots
GoHighLevel Snapshots are prebuilt account templates that contain all the essential tools and settings needed for a complete business setup.
Each snapshot can include:
- Funnels and landing pages
- Automations and workflows
- Pipelines for lead tracking
- Calendars and appointment systems
- Forms and surveys
- Email and text templates
Instead of creating everything from scratch each time you sign a new client, you can import a snapshot that contains a full, ready-made setup.
For example, if your agency works with real estate clients, you can create a snapshot that includes a property funnel, lead capture forms, automated follow-ups, and pipeline stages. Then you can duplicate it for each new client in minutes.
Why Snapshots Matter
Snapshots are designed to save time and maintain consistency across all your client accounts. They help you avoid rebuilding the same workflows and campaigns repeatedly.
Here are the key benefits:
- Faster Onboarding: Create complete setups in minutes instead of hours.
- Consistency: Every client receives the same high-quality system.
- Scalability: Easily expand your business without extra effort.
- Customization: Edit or improve your snapshot anytime for new industries or clients.
If you manage multiple accounts, snapshots are essential for keeping your work organized and efficient.
Types of GoHighLevel Snapshots
There are two main ways to use snapshots inside GoHighLevel.
Prebuilt Snapshots
These are professionally made templates available in the GoHighLevel marketplace. You can choose one that fits your industry, such as real estate, fitness, or dental clinics, and start using it instantly.
Custom Snapshots
You can also build your own snapshot from a successful account setup. Once it is ready, you can export it and apply it to other accounts whenever needed.
This option is perfect for agencies that want to reuse their proven systems or even sell their own snapshot packages.
How to Create a Snapshot
Creating a snapshot in GoHighLevel takes only a few steps.
- Log in to your GoHighLevel agency dashboard.
- Click on Accounts, then open the Snapshots section.
- Select Create New Snapshot.
- Choose which subaccount you want to copy.
- Select the assets you want to include, such as funnels or workflows.
- Save and name your snapshot.
You can now import that snapshot into any new account or share it with your clients through a secure link.
How to Use Snapshots for Client Onboarding
Snapshots are especially useful for agencies that onboard new clients regularly.
Here’s how to make the most of them:
- Build one complete master account with all your tools, funnels, and workflows.
- Convert that account into a snapshot.
- When a new client signs up, import the snapshot into their new subaccount.
- Update details like their name, branding, and domain settings.
This method reduces setup time and ensures every client gets a consistent experience.
Updating Snapshots
GoHighLevel makes it easy to update your snapshots. If you improve a workflow or design in your main account, you can push those updates to all connected subaccounts that use the same snapshot.
That means you never have to make manual edits one by one. Every client automatically receives the latest version of your system.
Benefits of Using GoHighLevel Snapshots
Here are the main reasons businesses love using snapshots:
- Time Efficiency: Reduce setup time by up to ninety percent.
- Easy Replication: Duplicate successful systems instantly.
- Consistent Quality: Deliver the same polished setup every time.
- Team Collaboration: Share snapshots with staff or partners easily.
- Growth Potential: Scale your agency without increasing workload.
Once you start using snapshots, you will quickly see how much time and stress they save.
How AutogenCRM Helps
At AutogenCRM, we help businesses and agencies create customized GoHighLevel snapshots that match their exact goals.
Our team can:
- Build complete snapshots for your niche
- Optimize your funnels and automations
- Set up client onboarding systems
- Keep your snapshots updated and synchronized
- Provide training and support for your team
We make sure every part of your GoHighLevel setup works perfectly and saves you valuable time.
Final Thoughts
GoHighLevel Snapshots are one of the most powerful features available for agencies and businesses. They help you package your best systems into reusable templates that can be applied in seconds.
Instead of spending days building the same setup for every client, you can focus on growth and service while your systems handle the work.
If you want help creating or customizing your own snapshots, contact AutogenCRM today. Our experts can design a complete automation structure that fits your brand and helps you scale faster.