Let me paint a picture for you…
You import a shiny new snapshot into your HighLevel account. You’re feeling good—like “I’m about to save HOURS of work” good. You hit enable… and BOOM 💥
Emails are firing. DMs are sliding. Clients are panicking. Total automation mayhem.
Yeah… I’ve been there.
And if you’re an agency owner using snapshots, chances are you have too. That’s why a recent live session with Mario Aldayuz (Head of Partnerships at HL Pro Tools) was pure gold.
Let’s talk about how to avoid turning your next snapshot into a full-blown automation nightmare.
Why Snapshots Feel Like a Blessing… Until They Don’t
Snapshots are amazing—prebuilt automations, pipelines, emails, workflows, the works.
But if you don’t approach them with caution, they’ll turn your client’s brand into a fire drill. We’re talking:
- Premature texts to leads 🚨
- Unbranded emails firing mid-migration 💀
- Trigger-happy workflows ghosting your actual goals 🧟♂️
So… what’s the fix?
Mario’s No-Panic Playbook for Snapshot Sanity
Mario dropped a workflow-saving gem during our session:
“Always test in a dummy subaccount before going live. And disable everything at first.”
You’d think that’s obvious, but too many folks skip this step and pray it just works. (Spoiler: it won’t.)
Here’s how I personally roll when I’m importing a snapshot—even one I built myself:
Snapshot Safety Checklist
✅ 1. Start in a Dummy Subaccount
Don’t test in your client’s real environment. Ever. Just don’t.
✅ 2. Kill All Automations on Sight
Go full Terminator mode 🔫. Disable every workflow immediately after import.
✅ 3. Re-Enable Workflows Folder by Folder
Take it slow. Review the logic. Tweak if needed. Pretend you’re a NASA engineer launching a rocket.
✅ 4. Break Big Snapshots into Smaller, Modular Ones
Working with multiple offers, services, or verticals? Don’t try to fit it all into one giant snapshot.
Modular = Manageable.
✅ 5. Work With Snapshot Providers Who Document Everything
If there’s no clear explanation of what’s firing and why… 🚩
Final Word
Look, I love HighLevel’s snapshot system—but only when it’s used right. If you skip steps, you’re not scaling… you’re self-sabotaging.
And let’s be honest—clients remember when things break. They also remember when things just work. You get one chance to wow ’em. Don’t let a rogue workflow ruin that moment.
Want Plug-and-Play Snapshots That Won’t Blow Up Your Client’s Business?
At HLProTools.com, we’ve got snapshots that are modular, fully documented, and tested like crazy—plus weekly live sessions to break things down real simple.
👉 Check them out at HLProTools.com and get workflows that actually work.
Don’t let automation wreck your reputation. Let’s build better. Together. 💪
