GoHighLevel Snapshot Guide: Build, Customize and Launch Automated Systems in Minutes
TL;DR:
GoHighLevel Snapshots let you save and deploy prebuilt CRM systems, automation workflows, marketing funnels, and more—all in a single package. Whether you're running an agency or optimizing a single business, Snapshots help you launch complete setups fast without starting from scratch. This guide covers how Snapshots work, why they matter, and how to build or customize them to fit any niche.
What is a GoHighLevel Snapshot?
A GoHighLevel Snapshot is a deployable template that includes:
- CRM settings
- Workflows
- Funnels and landing pages
- Forms and surveys
- Calendars and triggers
- Email/SMS templates
- Pipeline stages
- Custom values and tags
- Reputation management settings
You can export all of these from one subaccount and import them into another, giving you a preloaded, ready-to-run system in minutes.
Why Use Snapshots in GoHighLevel?
For Agencies:
- Save time onboarding clients
- Clone proven frameworks
- Deliver industry-specific solutions
- Standardize operations across subaccounts
For Businesses:
- Launch fully built marketing systems instantly
- Customize templates with no code
- Reduce dependency on expensive developers
- Replicate success when expanding
What’s Included in a Snapshot?
| Asset Type | Description |
|---|---|
| Workflows | Automated sequences for lead nurture, appointment setting, etc. |
| Funnels | Sales pages, opt-in forms, thank-you pages |
| CRM Fields | Tags, custom fields, and pipelines for lead tracking |
| Forms & Surveys | Embedded lead capture tools |
| Calendars | Booking links and scheduling integrations |
| Email/SMS Templates | Prewritten messaging with triggers |
| Triggers | Event-based automation rules |
| Custom Values | Dynamic placeholders (e.g. company name, user data) |
How to Use Snapshots in an Agency Setup
- Build a Base Snapshot
Create one standard system with all key automations, pipelines, and assets. - Niche Down by Industry
Customize your base Snapshot for verticals like: - Use the Snapshot Import Link
Each snapshot gets a unique sharing link. Clients can import it directly into their GoHighLevel account or you can apply it during onboarding.
How to Build Your First Snapshot
- Choose a Source Subaccount
Use one with full automations, forms, and assets configured. - Go to Agency View → Accounts → Snapshots → Create New
Select the subaccount and GoHighLevel will clone it. - Choose Included Elements
You can export all assets or select specific ones (e.g., skip websites, keep only CRM workflows). - Save and Name It
Give your snapshot a niche-relevant title (e.g., “HVAC Lead Gen System”).
How to Customize Snapshots After Import
Once imported:
- Update branding (logos, color schemes)
- Edit email/SMS templates to match tone
- Swap out booking calendars or user data
- Adjust triggers and custom values
- Add niche-specific workflows
Tip: Build reusable "Global Sections" and “Universal Elements” so you don’t need to duplicate layout edits across funnels.
Common Use Cases for Snapshots
| Use Case | Description |
|---|---|
| Franchise Expansion | Launch identical systems across multiple branches |
| Subaccount Duplication | Speed up onboarding by cloning templates |
| Niche Resellers | Sell turnkey systems (with agency rights) to a vertical |
| Lead Gen Services | Hand off prebuilt inbound and follow-up systems |
Where to Find Industry Snapshots
You can access GoHighLevel’s official niche snapshots here :
Zoltan Juhasz
For a full training on how to build and monetize Snapshots, check out the GoHighLevel Bootcamp (affiliate link).
Best Practices for Snapshot Success
- Use naming conventions like
RealEstate_Snapshot_V1 - Include fallback automations in case triggers fail
- Regularly update with feature improvements (e.g. AI tools)
- Document onboarding steps inside the snapshot
- Create test accounts before publishing
FAQ
Q: Can I include AI tools inside Snapshots?
Yes. Snapshots now support Voice AI, Conversation AI, and Funnel AI configurations, but each will need reauthorization post-import.
Q: Can Snapshots be sold or licensed?
Yes. Many white-label agencies sell niche-specific snapshots as part of service packages or training bundles.
Q: Can I use snapshots in SaaS mode?
Absolutely. Snapshots are the backbone of SaaS-mode GoHighLevel setups. You can automatically apply them when a user signs up.
Final Tip: Combine Snapshots With SaaS Mode
When using GoHighLevel in SaaS mode, you can assign different snapshots to each subscription tier. This creates upsell opportunities and reduces your support load.