If you’re in the HighLevel game and still treating snapshots like a plug-and-play feature… we need to talk 😅
Sure, snapshots let you duplicate full builds—campaigns, workflows, forms, custom values—all wrapped up in a shiny little package.
But if you’re not testing them like a mad scientist and tracking every element like it’s your next big launch, you’re leaving money (and sanity) on the table.
I recently joined a killer live session led by Mario Aldayuz, Head of Partnerships at HL Pro Tools, where we pulled back the curtain on what really goes into snapshot mastery.
Let’s break it down 👇
Don’t Just Launch Snapshots — Test Them First
You wouldn’t launch a SaaS app without testing, right? Same rules apply here.
🖤 Key Idea: Always build and test snapshots in a demo account—not your production one.
You need a safe place to:
- 💥 Break things (without breaking client setups)
- 🧪 Test every automation, trigger, and form submission
- 👀 View things from a new-client perspective
And here’s a slick pro trick Mario dropped: the +1 email hack.
Let’s say your email is hello@agency.com — you can test sequences using emails like:
- hello+1@agency.com
- hello+demo@agency.com
They’ll land in the same inbox, but you’ll see how each variation flows through your automations. 👌
Need to simulate phone actions too? Tools like Google Voice or any virtual number service are perfect for testing incoming/outgoing calls and texts.
The Hidden Power Move: Document Everything in Airtable
Now that your snapshot’s firing properly, the next step is the one most people skip… and later regret:
🖤 Key Idea: Build a living doc of every asset inside your snapshot.
Mario’s go-to tool for this? Airtable.
Unlike basic spreadsheets, Airtable lets you:
- 🔗 Cross-reference assets (like which workflows use which tags or forms)
- 🗃️ Organize custom values, email templates, and pipelines
- 🤝 Collaborate with your team when snapshots get complex
Whether you’re onboarding a new VA or refining a niche build, having an Airtable map saves you hours of guesswork—and helps prevent accidentally nuking something critical in an update.
Advanced Snapshot Management Cheat Sheet
Here’s your new playbook:
- 🧪 Create a demo sub-account just for testing
- 🧠 Use the +1 email trick to test workflows
- 📱 Simulate calls/texts with a tool like Google Voice
- 🧾 Document every asset in Airtable, not spreadsheets
- 🎯 Separate dev from production at all costs
Seriously — this workflow has saved me more than once. It keeps your builds clean, your clients happy, and your systems scalable. What more could you ask for?
Ready to Snapshot Smarter?
If you’re building SaaS offers or white-labeling HighLevel accounts, mastering snapshots isn’t optional — it’s a growth multiplier.
And if you want to go deeper? That’s exactly what we do over at hlprotools.com.
👉 Templates. Tools. Training. All built by people who live and breathe HighLevel.
I’m there. Mario’s there. And if you’re serious about turning HighLevel into a high-profit engine… you should be too.
Let’s get you scaling smarter 💥
