Celebrate a milestone
A client relationship is approaching its first or second anniversary.
1-year anniversary
Mark a client's first year with a personal recap based on work your agency can verify.
Watch the playbook
The client problem
An account is hitting its one-year mark with you.
What GoCSM looks for
Account age is between 350 and 380 days; this is an anniversary window rather than an exact-date trigger.
What to do next
- Review the client's first year.
- Pull together the work you delivered this year.
- Prepare a personal anniversary acknowledgement.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - 1-year anniversary" workflow.
- Uses the date each client account was created to find the one-year window.
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
Happy customer — ask for a review
An established account is thriving and may be ready for a review request.
Health reached thriving
Their health just climbed into the thriving band.