The client problem
An account is hitting its one-year mark with you.
What to look for
Account age is between 350 and 380 days; this is an anniversary window rather than an exact-date trigger.
Your next steps
- Review the client's first year.
- Prepare a recap of verified work.
- Prepare a personal anniversary acknowledgement.
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.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
1-year anniversary | HighLevel Client Retention Automation (GoCSM)
Video not loading? Watch on YouTube