Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Bookings dropping
Plan a booking-path review when appointments fall below their recent comparison level.
Watch the playbook
The client problem
Their calendar bookings fell 30% or more over the last 2 weeks.
What GoCSM looks for
Bookings over the last 2 weeks are at least 30% below the weekly average of the 4 weeks before.
What to do next
- Review the booking decline.
- Prepare a task to check the booking page and calendar.
- Discuss findings with the client.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Bookings dropping" workflow.
- Needs about 6 weeks of booking history; newer or low-volume 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.