Health dropped to at-risk
Overall health just fell into the at-risk band.
Annual renewal approaching
Prepare an annual renewal conversation around the client's work and upcoming needs.
Watch the playbook
The client problem
An annual account is coming up for renewal in the next 60 days.
What GoCSM looks for
The intended signal is an approaching annual renewal; automatic annual-plan matching is not yet available.
What to do next
- Confirm the annual plan and renewal date.
- Prepare a recap using verified information.
- Offer a renewal conversation.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM can't yet read HighLevel plan names, so it can't pick out annual plans on its own.
- Confirm in HighLevel that the client is on an annual plan and check the renewal date before you reach out.
The guide and video are ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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
Plan downgrade
The account just downgraded or dropped a paid add-on.
Prolonged decline
Health has been falling steadily — a sustained downward trend.