If you’ve ever spent hours inside a HighLevel snapshot, tweaking every little thing until it feels perfect…
Only to launch it and have clients go, “Uhh… what am I looking at?”
Yep — I’ve been there.
In a recent Zoom session with HighLevel legend Mario Aldayuz, we dug into what makes a great snapshot (and what makes a bloated mess). Whether you’re just starting or you’ve got 15 client accounts under your belt, this one’s for you.
First, Let’s Get Real About Snapshots
Here’s the deal:
Snapshots are the engine of your SaaS or SWAS business.
But too many agency owners turn them into Swiss Army knives that try to do everything. The result?
❌ Overwhelm
❌ Tech debt
❌ Clients who never launch
Mario said it best:
“Snapshots should be simple, scalable, and built for your niche—not your ego.”
That hit me. Because I’ve definitely fallen into the trap of trying to make something “impressive” instead of something useful.
So What Should You Build?
Start with your niche. What do they actually need to win?
Then build only that.
Think:
✅ Simple pipeline
✅ A couple of key automations
✅ Clean onboarding flow
✅ Maybe a basic website
That’s it. Don’t add five chatbots, three AI workflows, and six pipelines “just in case.”
This is called JIT (Just-In-Time) Development — and it’s a game-changer.
Bonus Strategy: Modular Add-Ons
Instead of building everything into one monster snapshot, break things into modules. That way, you can say:
“Hey, here’s your core system. Need AI? Cool, we’ve got a plug-in for that. Want email marketing? Add it on when you’re ready.”
It’s like Legos for agencies.
🧠 Why it works:
- Clients don’t get overwhelmed
- You don’t spend hours building things no one uses
- Upsells become effortless
Tie It All Back to Value-Based Pricing
If you pair smart, focused snapshots with tiered pricing, you unlock real scalability.
Mario recommends:
- $297/mo → Core CRM snapshot
- $497+ → Add-on features (AI bots, email marketing, etc.)
- Custom Projects → High-ticket services with white-glove setup
🎯 Keep it simple. Sell the transformation. Let them grow into the extras.
TL;DR — Snapshot Like a Pro
Here’s your cheat code:
✨ Start small. Only build what your niche actually needs.
🧱 Think modular. Add features later, not all at once.
💵 Match it to pricing. Tiered offers = easier upsells.
🔁 Keep evolving. Use client feedback to improve, not guesswork.
Want Help Building Snapshots That Convert?
At hlprotools.com, I’ve put together ready-to-deploy HighLevel snapshots, workflows, and automations that are:
- Niche-focused
- Conversion-optimized
- Actually used by real agencies (like mine)
No fluff. Just tools that get results.
Cool Free Thing
Before you can help businesses with your service, you need to establish one thing first: trust.
And the fastest way to do that? ⭐️ Testimonials.
So here’s a gift 🎉 — my team’s Testimonial Workflow.
It’ll show you how to:
✅ Collect powerful client feedback
✅ Turn it into scroll-stopping proof
✅ Stay organized without stress
This is the same process we use to build instant credibility.
Let your snapshots speak for themselves — and let your clients back it up.
