If you’ve ever spent hours crafting the perfect workflow in HighLevel—only to accidentally nuke something in a live account, you’re not alone. I’ve been there.
Let’s talk snapshots. You know, those magical HighLevel templates that can bundle together funnels, automations, triggers, and even forms into a tidy little package you can reuse across clients or niches.
They’re one of the most powerful (and misunderstood) tools in the platform.
In this post, I’m going to break down exactly how I structure my snapshots to avoid chaos, speed up deployment, and make onboarding new clients feel like flipping a switch. 💡
Let’s dive in 👇
Why Snapshots Are a Game-Changer
At their core, snapshots are your cloning machine.
You can:
- ⚙️ Preload workflows, pipelines, campaigns, forms
- 🧩 Systematize your agency’s niche offers
- 🚀 Onboard clients 10x faster with proven setups
But there’s a catch…
If you build snapshots the wrong way, you’re just packaging problems.
That’s why planning your snapshot system is just as important as the content inside it.
First Rule of Snapshots: Don’t Build in Production
I’ve seen too many agency owners (my past self included 🙋♂️) make this mistake:
They build their “template” snapshots right inside their active client account or main agency workspace.
Big no-no.
Why? Because:
- A misfired trigger can launch a campaign to real leads 😱
- You risk overwriting live assets
- It’s easy to lose track of what’s dev vs. production
🧠 Pro Tip:
Create a dedicated HighLevel sub-account JUST for snapshot building.
Name it something like:
snapshot:[your-niche-or-system-name]
This keeps your templates clean, safe, and easy to update without risk.
Asset Selection: Your New Favorite Feature
HighLevel recently added a super-useful update that lets you select specific assets to include when you create or update a snapshot.
Before, updating a snapshot meant replacing everything, even if all you changed was one email.
Now, you can pick and choose:
✅ Include that new workflow
❌ Leave the existing funnel untouched
This is a game changer for agencies who constantly iterate but don’t want to overwrite custom client edits.
Document Your Systems Like a Pro (Airtable FTW)
Snapshots are powerful, but only if your team (or future you) knows what’s inside them.
That’s where documentation comes in.
My go-to stack?
👉 Airtable to track snapshot contents, version updates, and links.
Include notes like:
- What this workflow does
- When it was last updated
- Which clients it’s deployed to
This turns your snapshot from a black box into a clearly documented, repeatable system.
Bonus Tip: Link to your Airtable docs directly inside your HighLevel sub-accounts using a simple “Documentation” custom menu item.
Avoid These Common Snapshot Mistakes
Let’s run through the top snapshot traps I’ve seen (and made):
🚫 Building inside a live account
🚫 Not naming assets clearly
🚫 Overwriting client-specific customizations
🚫 Skipping documentation
🚫 Including half-finished workflows in your snapshot
✅ Instead, do this:
- Use sandbox accounts for dev
- Name EVERYTHING clearly
- Test before you snapshot
- Keep a log of updates
- Only include final, proven assets
Bottom Line
If you treat snapshots like messy folders of random assets, you’re going to struggle.
But if you take the time to build them strategically, document them well, and use the new update tools HighLevel gives us, you’ll have a scalable, repeatable, and profitable system that makes you look like a rockstar to clients. 🤘
And if that sounds like something you want more help with, you’re gonna love what we’ve built over at HLProTools.com.
We build tools for HighLevel pros, by HighLevel pros—so you don’t have to figure it all out alone.
Cool Free Thing: My Testimonial Workflow
Before clients can trust your service, they need proof.
The fastest way to build that trust?
⭐️ Testimonials.
In the spirit of giving—you can grab my team’s Testimonial Workflow for free.
It walks you through exactly how we:
- Request testimonials from clients
- Edit and organize them
- Turn them into trust-building assets across funnels, websites, and emails
✅ Super plug-and-play
✅ HighLevel-ready
✅ Yours, free👉 Get the workflow here