Let’s be real—snapshots are supposed to make scaling in HighLevel easier, right?
But if you’ve ever duplicated your “perfect setup” across 10 accounts only to end up with chaos, bugs, and confused clients… 😅 welcome to the club.
I was recently in a training with Mario (Head of Partnerships at HighLevel) and Michael (a mad genius with snapshots), and they dropped some serious insight bombs 💣 on how to scale with snapshots the smart way.
I took notes. Here’s the good stuff 👇
First: What Are Snapshots Really?
Snapshots are HighLevel’s way of letting you clone success.
They package up your:
- 🔁 Workflows
- 🏷 Tags
- 🔧 Pipelines
- 📋 Custom fields
- 🧩 Triggers
- …and more
So you can deploy the same setup over and over without rebuilding from scratch.
Snapshots = scale, if you do them right.
If you don’t, you’re just copy/pasting a mess.
The Secret to Smart Deployment
Let’s get to the meat: You don’t need more features in your snapshot. You need the right ones, mapped to the customer journey.
Michael said this line that stuck with me:
“Your customer doesn’t know the customer you think they are.”
Boom 💥
Instead of guessing what clients might need someday, focus on what they need right now to get results. That’s your blueprint.
Here’s what I do:
🧩 Build with modularity in mind:
- Core workflow = solve one real problem
- Optional add-ons = stack ‘em as needed
- Keep it clean, lean, and logical
Stop Overengineering
I get it. You want to impress clients with fancy bells and whistles… but more isn’t always better.
Overengineering leads to:
- 🤯 Confused users
- 🧼 Bloated workflows
- 🔧 More stuff to troubleshoot later
Mario and Michael talked about JIT Development (Just-In-Time). It means building only what’s needed today—not what might be needed someday.
Simple wins. Complex breaks.
Define the Goal of Your Snapshot
This one seems obvious, but most people skip it:
What’s the point of this snapshot?
Are you trying to:
- 🧩 Streamline onboarding?
- 📈 Boost conversions?
- 🚀 Create a rinse-and-repeat growth system?
You need one clear North Star, or your snapshot will spiral into Franken-system territory.
Mario hammered this home: “If every part of your snapshot doesn’t support your main objective, kill it.”
Iterate Like a Pro
Snapshots aren’t “set it and forget it.” They’re living systems.
Here’s how I keep mine tight:
- 🔍 Audit snapshots quarterly
- 📝 Document changes (this is a lifesaver)
- ⚡️ Create a changelog so your team knows what’s new
The better your documentation, the faster your team can deploy, fix, or improve it.
Trust me. Future You will thank you.
Want to Skip the Trial and Error?
Listen, you could build your own fully-documented, modular, customer-journey-driven snapshot system from scratch…
Or you could use mine 😎
Over at HLProTools.com, we’ve done the hard part for you:
- ✅ Plug-and-play snapshots
- 📂 Fully documented workflows
- 🔄 Built-in update process
We’re talking HighLevel done right—at scale.
👉 Check it out here: gohighlevele.com
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