The client problem
An annual account is coming up for renewal in the next 60 days.
What to look for
The intended signal is an approaching annual renewal; automatic annual-plan matching is not yet available.
Your next steps
- Confirm the annual plan and renewal date.
- Prepare a recap using verified information.
- Offer a renewal conversation.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Confirm the client plan, renewal date or usage limit before following the guide.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Annual renewal approaching | HighLevel Client Retention Automation (GoCSM)
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