If you’ve ever launched a HighLevel snapshot and then watched automations fire off like it’s the 4th of July 🎆… you’re not alone.
**Snapshots can be one of HighLevel’s most powerful features—**but if you’re not careful, they can also unleash absolute mayhem on your client’s account. (Ask me how I know. 😅)
This week, we had a 🔥 Zoom session with our HL Pro Tools fam, led by Mario Aldayuz (Head of Partnerships at HL Pro Tools). And in true Mario fashion, he broke down exactly how to avoid those “oh no” moments when loading or launching a snapshot.
If you’re running an agency or building SaaS with HighLevel, this is one of those “don’t skip this” posts. Let’s dig in.
Snapshots: Automate Smarter, Not Louder
So what’s the problem? A HighLevel user named Ocean (shoutout to her 🌊) shared a nightmare scenario:
“I imported a snapshot… and boom—workflows started running before I even finished onboarding the client.”
Yikes. We’ve all been there.
What Mario recommends is simple—but game-changing:
Here’s the Game Plan (Do This Before Every Import)
Step 1: Create a dummy subaccount
Before importing any snapshot into a real client account, spin up a test subaccount just for playing in the sandbox. 🏖️
Step 2: Turn everything off
Yep—go into that dummy account and disable all workflows. That means toggles OFF. Let nothing run until you’ve looked under the hood.
Step 3: Test in folders, not chaos
Work through one folder at a time, triggering test events manually. Look at what’s firing, where it’s going, and whether the logic makes sense.
Step 4: Document everything
If you’re using a third-party snapshot (like one from HL Pro Tools 👋), make sure there’s detailed documentation so you’re not guessing which workflow does what.
Step 5: Break up the beast
Mario also recommends splitting large or multi-brand snapshots into smaller ones—like by offer, brand, or niche. This keeps things modular and way easier to manage long-term.
Why This Matters
- 💸 You save clients (and yourself) from bad customer experiences
- 🧠 You stay in control of your automations
- 🔁 You create repeatable, scalable systems that you can confidently launch again and again
Basically, less chaos = more money. And that’s the kind of math I like.
Here’s What to Do Next
If you’re serious about making HighLevel work like a well-oiled machine (instead of a wild Rube Goldberg contraption), here’s the move:
➡️ Head over to gohighlevele.com
That’s where we’ve got:
- 🧠 Prebuilt snapshots with documentation that makes sense
- 🧰 Tools for testing, debugging, and scaling faster
- 📹 Weekly trainings like the one Mario led, packed with real examples
Stop building alone. Let’s get your automations actually working for you.
Cool Free Thing: Our Testimonial Workflow
Before people buy from you, they need to trust you.
And what builds trust faster than a referral? ⭐️ Testimonials.
So here’s the deal—I want to give you the exact workflow my team uses to:
✅ Ask for testimonials
🎥 Collect video and written reviews
📁 Store and organize them inside HighLevel
It’s fast. It’s easy. And it works.