No login — 7 days
No one on the client's team has logged in for a week.
Key admin removed
When a key admin leaves, find the new point of contact before the relationship quietly drifts.
The client problem
An admin user was deactivated or removed from the account.
What GoCSM looks for
The intended signal is an admin user on the client's account being deactivated or removed; automatic matching is not yet available.
What to do next
- Check which admin was removed and who is still active on the account.
- Reach out to find the new point of contact.
- Offer the new contact a short walkthrough of what you run for them.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses the users on each client's account, which every plan includes.
The guide is ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
70 playbooks. 48 install as ready workflows.
Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.
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No one on the client's team has logged in for 21+ days.
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An account that had gone quiet is active again.