How to Perfect Your GHL Snapshots in 2025: Proven Frameworks & Tips

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Are you struggling to get your GoHighLevel (GHL) snapshots perfectly set up for 2025? Have you found yourself wasting hours trying to figure out workflows, custom values, or troubleshooting your system?

What if I told you there’s a proven way to perfect your GHL snapshots using frameworks and tips that will save you time and help you scale your business more efficiently?

In today’s video, I’m showing you how to create the perfect GHL snapshot in 2025 using proven frameworks and actionable tips. I’ll walk you through how to apply the 5S Framework, organize your workflows, and utilize custom values to build a streamlined system. Whether you’re looking to troubleshoot or create a system that works effortlessly, this guide has you covered.

Here’s what you’ll learn:

▶️ How to perfect your GHL snapshots and save time.
▶️ Proven frameworks and tips to organize your GHL workflows.
▶️ How to implement custom values for maximum efficiency.
▶️ Time-saving GoHighLevel tips to scale your business in 2025.

Timestamps :

00:00 Introduction
01:48 From Basic to Advanced DIY Automations
03:09 Introduction to the Five-S Framework for High-Level Snapshots
04:35 Why You Should Use High-Level Custom Values
05:36 What Are Custom Values?
06:39 How to Apply the Structure in Custom Values
07:33 The First Three S's of Custom Values
08:10 The First Rule of Custom Values
09:41 My Formula for Custom Values
11:30 Pro Tips for Custom Values
13:19 Introduction to Custom Fields
14:18 The Common Mistake Almost Every Agency Makes with Workflows (and How to Avoid It)
16:30 Pro Tips for Workflows
19:46 The Importance of Titles in Steps
21:28 Tag Names and How to Utilize Them Properly
22:12 The Importance of Comments in Tags
23:30 Pro Tips for Notes to Save Time
24:57 Other Features of High-Level: Sites | Pipelines | Calendars
25:35 How We Structure Folders in High-Level
26:36 Opportunity Board Utilization
27:06 How We Use the Opportunity Board in Our Agency
29:10 Pro Tips: Calendars
29:45 Consistency Is the Key for High-Level
30:13 A Great Time-Saving Tip
30:57 SOPs (Standard Operating Procedures) for Tasks That Cannot Be Automated
32:03 How to Create and Update SOPs
33:27 How This Improved Our Processes
35:20 Ask Your Questions in the Comments, and I’ll Get Back to You with Answers

If you’re ready to master your GHL snapshots and improve your workflow for 2025, this video is for you!

🔗 Connect with me:

▶️ YouTube:    / @itszackherman  
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