The retention engine for HighLevel agencies
GoCSM watches every HighLevel sub-account for churn signals and answers them with prebuilt workflows that run inside HighLevel. Then it hands the same data to your AI agents.
Built for HighLevelPrebuilt workflows installed for youAnnual plans include setup with our team
GoCSM notices nobody at Bright Dental has logged in for 23 days, runs a check-in workflow from your HighLevel, and the client logs back in.
GoCSM spots a declined card at Peak Roofing, sends a card-update link from your HighLevel, and the payment is recovered.
GoCSM sees Lumen Spa renews in 12 days while usage slips, sends a value recap from your HighLevel, and the client renews.
You ask Claude which clients are slipping. Through the GoCSM AI connector it names three, and after your OK sends each owner your booking link through HighLevel.
How GoCSM works
GoCSM checks every client account every night. When something’s off, it tells you and answers with the right HighLevel workflow.
Activation
The problem
New clients never finish onboarding, so they never see results.
How GoCSM fixes it
GoCSM welcomes every new client and spots the ones who stall or never log in, then nudges them with a ready workflow.
Step-by-step setup tracker
Usage
The problem
Usage drops quietly, and the client starts wondering why they’re paying.
How GoCSM fixes it
See which features every client set up and uses, and get a ready workflow when their automations, texting or bookings stop.
Login
The problem
The client’s team stops logging in, and you don’t notice until they cancel.
How GoCSM fixes it
See every login for every user, plus an AI summary of each account and what to do next.
Revenue
The problem
Failed cards and slipping renewals turn into cancellations.
How GoCSM fixes it
Catch failed payments and upcoming renewals with automatic card-update reminders, and see revenue and wallet spend for every client.
Feedback & growth
The problem
Clients leave without telling you why.
How GoCSM fixes it
Ask how they’re doing. Happy clients get asked for a review, unhappy ones reach you first, and you see who’s ready to upgrade.
AI connector
GoCSM gives your agents the client-account context it already has. Connect Claude, ChatGPT or another agent that supports custom connectors, ask about any client, and act on the answer.
Your AI agent, connected to GoCSM
Who’s at risk this week? Save them.
3 clients look at risk. One has a failed payment, one hasn’t logged in for 18 days, one renews in 12 days with falling usage.
Found 3 at-risk clientsreads GoCSM
Messaged each owner your booking linkvia HighLevel
Fired your “Win back” workflowvia HighLevel
Example. Actions that send or change something are marked so your agent can ask you first.
Each playbook pairs a churn signal with the follow-up to send. Most come with a ready workflow and a short video.
No one on the client's team has logged in for 21+ days.
A recent payment failed or the card was declined.
Hasn't logged in lately and renews within 45 days.
Renews within 30 days and showing warning signs.
A higher share of incoming calls is going unanswered.
They haven't sent a single text for 7 days, after steady texting before.
All of them come with Basic, Pro and Premium. Annual plans include setup with our team.
“Within a week, we could clearly see which clients were at risk and who needed help. It's massively improved engagement and stickiness in our agency.”
“I've worked at HighLevel for over five years—and I've never seen this depth of data. Adoption, logins, usage, feedback… all in one place. It's exactly what we needed to lower churn and boost retention.”
“Sales weren't the problem—retention was. We knew lowering attrition from 4.7% to under 3% meant thousands in profit, but manually tracking client health and logins just wasn't scalable.”
You land on a welcome page with your install button. Your receipt arrives by email.
Sign in as an agency admin, choose your agency and approve access.
Annual plans set it up with our team. Monthly plans follow our step-by-step guides.
Full plans from $197/month. Annual plans include setup with our team. 30-day money-back guarantee. Until 31 October, LevelUp adds up to 10× capacity.
