Let’s talk about something that should make life easier in HighLevel—but often does the opposite:

👉 Snapshots.

You know… those beautiful, preloaded, all-in-one systems that promise to save you hours of build time?

Well, they can.

But if you load them wrong—or too fast—they’ll burn your client’s entire CRM to the ground.

Let’s not do that.

The Problem with Snapshots

Snapshots are powerful. Like chainsaw-powerful.
Use them wrong, and you’re not trimming hedges—you’re cutting down the whole house.

Here’s what usually happens:

• You import a snapshot into a live client account
  
• Automations trigger instantly
  
• Clients start getting “Welcome to our 14-day challenge!” emails they never signed up for
  
• Everyone freaks out

Sound familiar?

The Fix: Test Like a Pro (Not a Pyromaniac)

If you’re importing snapshots without testing in a dummy account first… you’re gambling with your reputation.

Here’s how I actually use snapshots now—and haven’t had a disaster in years:

✅ Step-by-Step Snapshot Strategy:

1. Always use a dummy account
   Never import straight into a live client. Set up a test subaccount first—no excuses.
   
2. Turn off all automations immediately
   Like, everything. Disable all workflows the second they’re imported.
   
3. Enable one folder at a time
   Turn on one folder, test it thoroughly, then move to the next. Yes, it’s slower. That’s the point.
   
4. Work with snapshot providers who give documentation
   If they don’t explain what their snapshot does, don’t trust it in your system.
   
5. Split complex brands into separate snapshots
   Instead of cramming everything into one overloaded monster file, use modular snapshots. Easier to manage, easier to scale.

Pro tip: Think of snapshots like recipes. You wouldn’t dump 10 meals into a single pot and hope it turns into dinner. Same thing here—break it up.

Why Most Snapshot Issues Aren’t the Tech—it’s the Setup

HighLevel isn’t broken.
Your workflows aren’t even broken.

Usually, the problem is speed.

We get excited, we import the snapshot, we want results now—and then boom. Unintended texts. Broken triggers. Angry clients.

Slow it down. Build systems that last longer than 5 minutes.

Scale Smart, Not Scattered

If you’re managing multiple brands, franchises, or just a bunch of high-maintenance clients. Organizing your snapshots isn’t optional—it’s survival.

Keep them clean. Keep them documented. And above all, test like it’s your job—because it is.

Cool Free Thing

Before you can help businesses with your service, you need to establish trust. And the quickest way to earn trust? ⭐️ Testimonials.

In the spirit of free stuff… I want to give you my team’s Testimonial Workflow. This process makes collecting, editing, and organizing testimonials ridiculously easy (and makes your clients love you).

👉 Grab the free walkthrough here

Want More Tools That Actually Work?

If you want plug-and-play automations, smarter workflows, and systems built by people who actually use HighLevel every day…

👉 Head over to hlprotools.com 

We’ve got the snapshots, strategies, and support you wish came baked into HighLevel from day one.