No workflow 30 days after signup
A month in and they still haven't published a single automation.
Breadth without depth
Help the client pick the one feature that matters most to their business and actually master it.
The client problem
The client has tried several features but uses none of them deeply.
What GoCSM looks for
The intended signal is several features in light use with none used deeply; automatic matching is not yet available.
What to do next
- Review which features the client touches and how lightly.
- Agree with them on the one feature that would move their business most.
- Book a short session to set that feature up properly.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses feature adoption data (not part of the Login Activity plan).
The guide is 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.
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