No login — 7 days
No one on the client's team has logged in for a week.
Whole account inactive
Bring accounts with no recent team activity to your agency's attention for personal follow-up.
Watch the playbook
The client problem
No one on the account has logged in for about two months.
What GoCSM looks for
No user has logged in for 30+ days and the account is marked as ghosting, which GoCSM sets after 52 days without activity.
What to do next
- Review activity across the account.
- Alert the account manager that no one is logging in.
- Contact the client to understand the pause.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Whole account inactive" workflow.
- Uses recorded logins for every user on the client account. Included on the Login Activity plan.
Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.
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.
Related playbooks
No recent login
No one on the client's team has logged in for 21+ days.
Owner re-engaged
An account that had gone quiet is active again.