Client retention for HighLevel agencies
See which clients need attention.
Understand who’s logging in, what they’re using and where revenue needs a closer look. Turn client warning signs into a useful next conversation.
Your HighLevel accounts. A clearer view of client health.
From signal to follow-up
Know where your attention matters.
Bring client activity, product adoption and agency revenue into the same conversation.
See who stopped showing up.
Review staff logins and feature use across your HighLevel sub-accounts. Find the clients who need a check-in before your next conversation.
Find a client playbook →
Put client activity in context.
Review health, product adoption and feedback together. See which HighLevel features a client uses and where a follow-up could help.
Turn the signal into a next step.
Explore playbooks for client inactivity, health changes and failed payments. Check each guide’s availability and prerequisites before setting up a supported workflow.
Explore AI connectors →
Start with a client problem
There’s a next step for that.
Browse practical guides with matching videos. Every guide states its availability and setup requirements.
“They stopped logging in.” →
Explore inactivity signals and check-in playbooks.
“Their payment failed.” →
Review payment signals and the follow-up path.
“Their onboarding is stuck.” →
Learn what to review and which setup is required.
See GoCSM in action
A closer look at your clients.
Spot HighLevel Client Churn Weeks Before They Cancel | GoCSM
Video not loading? Watch on YouTube
1 minute 48 seconds · Watch on YouTube
For your clients, too
Show clients their team’s CRM activity.
The Activity Center shows recorded staff logins and feature use inside a tracked client sub-account. Help your clients understand how their team uses HighLevel.
View plans →Make your next client conversation count.
Full annual plans include done-for-you setup.