The client problem
No one on the account has logged in for at least 30 days.
What to look for
No user has logged in for at least 30 days and the account is marked as ghosting.
Your next steps
- Review activity across the account.
- Notify the responsible team.
- Contact the client to understand the pause.
Before you start
- Install and publish the matching workflow in your agency account before automated follow-up can run.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Account health and lifecycle data must be available for your plan and agency setup.
- Recorded login and activity data is required for the client account.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Whole account inactive | HighLevel Client Retention Automation (GoCSM)
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