Sub-Account Transfer and Snapshot Creation Policy

Introduction

Click Automations's foundational technology is built on the white-label platform, GoHighLevel, which is utilized by thousands of companies and marketing agencies, including many software resellers. It's important to note that not all resellers operate at the same level.

There is a very small group of agencies that have any similarity to Click Automations that is a well-developed and robust company with dozens of employees, comprehensive policies, and a strong infrastructure to support you and thousands of other Click Automations customers.

Click Automations stands out with its extensive team, advanced support systems, and dedication to customer satisfaction. Our departments range from customer service, affiliate sales management team, marketing tech team, customer success, technical support, sales, and infrastructure development, all working together to ensure our clients receive the highest level of service and support. We have invested significantly in training and resources to maintain our high standards.

While the base software may be the same across different GoHighLevel agencies, there are significant differences in the level of strategies, guidance, support, and stability provided. We've observed that some agencies are one-person operations, which can leave customers without adequate support.

If you are considering transferring out of Click Automations, please be cautious of resellers who are great at sales but may lack the resources to deliver on their promises and provide reliable support.

At Click Automations, our commitment to delivering exceptional service and support is unwavering. If there is anything we can do to ensure you remain with us, please reach out to us at

[email protected]

. We will make every effort to meet your needs and support your ongoing partnership with Click Automations.

Sub-account transfer via Snapshot Creation and Sharing

Within the GoHighLevel infrastructure, there are two methods to transfer a sub-account from one agency to another. This document details Click Automations's policy for transferring accounts out of our platform. It outlines the procedures and limitations related to sub-account transfers and snapshot creation within the GoHighLevel system.

What is a Snapshot?

A snapshot in GoHighLevel is a template of a sub-account that includes emails, automations, workflows, funnels, websites, opportunities boards, and other essential elements. This functionality was designed to enable agencies like Click Automations to replicate configurations and assets within their own sub-accounts or share them with other GoHighLevel agencies.

Click Automations Use of Snapshots

Internal Use:

Snapshots are primarily utilized to share configurations within Click Automations. For instance, if we develop a funnel for hosting webinars, we can share that template across various sub-accounts within Click Automations.

Intellectual Property Sharing:

Snapshots allow us to share our intellectual property, such as automation and workflows, with other GoHighLevel agencies that are paid subscribers to Click Automation's GoHighLevel Sales programs which are distributed amongst hundreds of GoHighLevel agencies, enhancing collaboration and efficiency.

Policy on Snapshot Creation for Transfers

No Snapshots for Transfers Out:

Click Automations does not create snapshots for the purpose of transferring assets out of the Click Automations ecosystem. The process of transferring snapshots can lead to technical issues, such as broken links, malfunctioning automations, and disrupted workflows, which can compromise the integrity and functionality of the assets being transferred. Furthermore, such transfers can result in security vulnerabilities and data loss, placing an undue burden on both Click Automations and the receiving party to troubleshoot and resolve these issues. This policy is strict and will not change under any circumstance, ensuring consistent and reliable service for all customers. Click Automations is committed to maintaining a high standard of service and safeguarding the intellectual property and operational integrity of all accounts within its ecosystem. Allowing exceptions to this policy would introduce risks that could undermine the trust and reliability that customers have come to expect from Click Automations. By upholding this unwavering stance, Click Automations guarantees that all customers receive uniform and dependable service, free from the disruptions and complications that could arise from policy deviations. This steadfast approach reinforces Click Automations's dedication to delivering secure, high-quality, and stable solutions to its clientele.

Customer Responsibility:

When transitioning from Click Automations to another platform inside or outside of the GoHighLevel infrastructure, sub-account admins and their team are responsible for recreating all assets, including websites, funnels, automations, and workflows, in the new environment. This practice is consistent with industry standards, with other platforms when wanting to move from one platform to another platform.

To assist in this process, here are some steps you can take to make your transfer as simple as possible:

Documentation:

Begin by thoroughly documenting your existing assets. This includes taking detailed notes on the structure and functionality of your websites, funnels, automations, and workflows. Screenshots, flowcharts, and written descriptions can be extremely helpful.

Export Data:

Use any available export features within Account Admin Permissions within Click Automations to save your data. This might include exporting contact lists and any other data that can be exported manually.

Template Utilization:

Look for existing templates in your new platform that might closely match your current setups. Many platforms offer pre-built templates that can save you time and effort.

Step-by-Step Recreation:

Recreate your assets step-by-step in the new environment. Start with the most critical elements and build out from there. This methodical approach can help ensure that everything functions correctly.

Seek Support:

Take advantage of the support resources available on your new platform. Most platforms offer tutorials, user guides, and customer support services to help you with the transition.

Professional Assistance:

Consider hiring a professional or consultant who specializes in the new platform. Their expertise can streamline the transition and help ensure that your new setup is optimized.

Testing:

Thoroughly test all recreated assets to ensure they work as intended in the new environment. This includes running through all automations, checking website functionality, and verifying that workflows operate correctly.

Backup:

Keep backups of your recreated assets and any important data during the transition period. This provides a safety net in case you need to revert to an earlier version.

Training: Ensure that your team is trained on the new platform. Adequate training can help them adapt quickly and maintain productivity.

Sub-account transfer via Sub-Account Transfer Feature in High Level

GoHighLevel's Sub-Account Transfer Feature

GoHighLevel has introduced a feature that allows agencies to transfer sub-accounts. This is particularly useful when an agency like Click Automations acquires another GoHighLevel agency and needs to migrate all the sub-accounts from the acquired agency into Click Automations.

Click Automations Sub-Account Transfer Policy

Acquisitions and Mergers:

Click Automations will only perform sub-account transfers in the context of an acquisition or merger. This means that all or an agreed-upon number of sub-accounts will be transferred to Click Automations when Click Automations is the acquiring agency. Such transfers will only take place when Click Automations has reached an agreement with another GoHighLevel agency for a full or partial acquisition of their agency, making Click Automations the receiving agency of the sub-account transfer.

No One-Time Transfers:

To ensure the highest level of service and functionality for our customers, Click Automations does not process one-time sub-account transfer requests out of Click Automations. The complexity involved in transferring elements such as phone numbers and conversation histories often results in disruptions and potential malfunctions. Although many customers may be willing to take on the risks associated with such transfers, Click Automations does not offer transfers out of Click Automations under any circumstances. Therefore, if customers choose to leave Click Automations, they will need to rebuild all assets in the new agency's environment to maintain optimal performance and service continuity. This policy is in place to protect our customers from the issues that can arise during such complex transfers.

Steps to Transition out of Click Automations:

To assist in your transition, here are some steps you can take to simplify your transfer: Start by thoroughly documenting your existing assets, and taking detailed notes on the structure and functionality of your websites, funnels, automations, and workflows. Use screenshots, flowcharts, and written descriptions to capture all important details. Utilize any available export features within Account Admin Permissions in Click Automations to save your data, including contact lists and any other data that can be manually exported. Look for templates in your new platform that closely match your current setups, as many platforms offer pre-built templates that can save you time and effort during the transition. Recreate your assets step-by-step in the new environment, beginning with the most critical elements and building out from there to ensure everything functions correctly. Utilize the support resources available on your new platform, such as tutorials, user guides, and customer support services, to assist you with the transition. Consider hiring a professional or consultant who specializes in the new platform, as their expertise can streamline the transition and help ensure your new setup is optimized. Thoroughly test all recreated assets to ensure they work as intended in the new environment, running through all automations, checking website functionality, and verifying workflows. Keep backups of your recreated assets and any important data during the transition period to provide a safety net in case you need to revert to an earlier version. Finally, ensure your team is trained on the new platform to help them adapt quickly and maintain productivity.

Commitment to Customer Satisfaction and Retention

At Click Automations, we are committed to providing exceptional service and support to our customers. However, if transferring out of Click Automations is the only option for you, we want to express our sincere appreciation for your trust and business during the time we were able to serve you. Your satisfaction and feedback is important to us, and we value the opportunity to have been a part of your success.

If you decide to stay at Progeda, we are committed to your continued success and dedicated to ensuring your satisfaction. We are dedicated to delivering exceptional service and support to our customers. If there is anything we can do to have you stay at Click Automations, please let us know by emailing

[email protected]

, and we will make every effort to accommodate your needs and support your continued partnership with us.