Drop Funnel

Let me tell you about the Tuesday that changed how I run my agency.

I was knee-deep in onboarding Client #47, manually recreating the same:

• Email sequences
• Pipeline stages
• SMS workflows
  …for what felt like the millionth time. My mouse hand was cramping. My coffee was cold. And then… I accidentally clicked that weird “Snapshots” button I’d been ignoring for months.

What happened next saved my business 27 hours last month alone.

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What Snapshots Actually Do (In Plain English)

Imagine you could:

1. Take a photo of your entire GoHighLevel setup
2. Instantly duplicate it for new clients
3. Never manually rebuild workflows again

That’s Snapshots. It’s like cloning your best employee (without the HR headaches).

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How I Use Snapshots to Stop Drowning in Busywork

1. Client Onboarding From Hell → 90 Seconds
Before:

• 4 hours per client rebuilding the same:
  • Lead intake forms
  • Follow-up sequences
  • Proposal pipelines

Now:

• Click “Create Snapshot” on my master account
• Apply to new client
• Tweak a few details
• Done before my coffee gets cold

Real results: Onboarded 11 clients last month in less time than 2 used to take.

2. Team Training That Doesn’t Suck
Created a “Dummy Client” snapshot with:

• Fake but realistic leads
• Pre-loaded example conversations
• Common screw-ups built in (so they learn fixes)

New hires go from “What’s a pipeline?” to productive in 2 days instead of 2 weeks.

3. My “Oh Shit” Backup Plan
Every Friday at 3pm (with a beer):

1. Create new Snapshot
2. Label it “BACKUP – [DATE] – DON’T DELETE”
3. Sleep soundly knowing I can undo my weekend “improvements”

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The Dirty Little Secrets No One Tells You

A) The 70/30 Rule

• Snapshots copy about 70% perfectly
• The other 30% needs manual tweaking:
  • Custom field connections
  • Some integrations
  • User permissions

B) Size Matters
Trying to snapshot 50+ automations at once?

• On fast internet: Grab a snack
• On hotel WiFi: Take a nap

C) Money Hack
You can actually:

1. Package your best Snapshots
2. Sell them to other agencies
3. Profit while they think you’re a genius

*(Shh – I know a guy clearing $5k/month doing this)*

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Who This is For (And Who Should Ignore It)

✔️ Agencies with 3+ clients (time savings compound fast)
✔️ Teams growing quickly (keeps everyone aligned)
✔️ Tinkerers (safe way to test crazy ideas)

✖ Solopreneurs with one simple account (overkill)
✖ People who enjoy repetitive tasks (masochists)

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My No-BS Snapshot Routine

1. Keep a “Gold Standard” Master

• Updated every time I improve something
• Never edited directly (always copy first)

2. Client-Specific Versions

• “Real Estate” snapshot
• “Coaches” snapshot
• “Local biz” snapshot

3. Friday Backup Ritual

1. Create new Snapshot
2. Label clearly (I use emojis – judge me)
3. Store in separate folder

Want to see my actual Snapshot setup? Reply with “SHOW ME” and I’ll email you screenshots – complete with my terrible naming conventions.

• Martin

PS: The first time you onboard a client during a bathroom break, you’ll question all your life choices up to this point.

PPS: If you’re still rebuilding workflows manually… my dude. It’s 2024. Stop torturing yourself.