If you’re building your agency or SaaS inside HighLevel and not using snapshots yet, let me just say this: You’re working way too hard.
Seriously. Snapshots are the secret weapon for scaling your systems, onboarding faster, and keeping your sanity intact as you grow. And in a recent HL Pro Tools training call with Mario Aldayuz (Head of Partnerships at HL Pro Tools) and GHL legend Michael, we broke down exactly how to build them right.
Let’s dig in 👇
What Even Is a Snapshot?
Think of snapshots like a “copy-paste” on steroids for your agency systems.
When you build a snapshot in HighLevel, you’re packaging up:
✅ Workflows
✅ Pipelines
✅ Custom fields
✅ Tags
✅ Triggers
✅ Funnels
✅ (and everything else you don’t want to build from scratch again)
Then you can instantly deploy that same setup to any new client account with just a few clicks. 🙌
No more cloning workflows 18 different times. No more “wait, what did I set up for the last guy?” vibes.
Why Snapshots = Scale
Here’s the thing I’ve learned building SWAS businesses:
If your system isn’t repeatable, it’s not scalable.
And if it’s not documented? It’ll fall apart when you bring on more clients or team members. That’s where snapshots really shine.
During the call, Mario dropped a line that stuck with me:
“Technical debt is exponential—the longer you wait to document, the harder and messier it gets.”
Basically: future-you will either thank you or curse you. 📉
So if you’re treating every client setup like a brand-new adventure… stop. That’s chaos in disguise. Snapshots give you order. They give you consistency. And they save you dozens of hours per month.
Pro Tips From the Training
If you want your snapshots to actually help you scale (and not become a bloated mess), here’s what we covered on the call:
🗂️ Document Everything.
Your snapshot should come with instructions. Build a SOP alongside it—even a Loom walkthrough is 10x better than nothing.
🔍 Name Things Clearly.
No more “Workflow 1” or “Funnel Copy 2 Final Final.” Be intentional. Future-you (and your team) will thank you.
📄 Keep It Lean.
Don’t dump everything into one giant Frankenstein snapshot. Build for specific use cases—lead gen, onboarding, reactivation, etc.
💡 Version Your Snapshots.
If you tweak something, don’t overwrite the old one. Version it (like “Lead Gen v2.1”) so you can roll back if something breaks.
Need Help Building or Using Snapshots?
At HL Pro Tools, we don’t just teach this stuff—we build it for you.
✅ Need custom snapshots?
✅ Want help documenting your systems?
✅ Need white-labeled support so you’re not the bottleneck anymore?
👉 Come visit us at gohighlevele.com. We’ll help you scale without the stress.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The fastest way to earn that trust? ⭐️ Testimonials.
So in the spirit of giving away awesome stuff…
👉 I want to give you my team’s Testimonial Workflow.
This process makes it super easy to collect, edit, and showcase testimonials across your site, funnels, and emails.
🎉 Get the walkthrough here and plug it straight into your HighLevel setup.