Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Automations stopped running
Plan a workflow review when an account stops enrolling people into automations.
Watch the playbook
The client problem
Their workflows haven't enrolled anyone for 7 days — a trigger may be broken.
What GoCSM looks for
None of the account's workflows has enrolled anyone for at least 7 days, after steady activity before.
What to do next
- Review the activity gap.
- Prepare a task to check triggers and enrolment.
- Ask about intentional changes.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Automations stopped running" workflow.
- Needs about 6 weeks of workflow history; newer or very quiet accounts are skipped (not part of the Login Activity plan).
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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.