Churned — win back
An account cancelled recently.
Cancellation requested
Win the conversation personally before the cancellation is final, with a direct offer to make things right.
The client problem
The client has said they want to cancel.
What GoCSM looks for
The intended signal is a pending cancellation request; automatic matching is not yet available, and clients who already cancelled use the win-back playbook instead.
What to do next
- Pause any automated messages going to this client.
- Reach out personally and ask for ten minutes to understand why.
- Offer a concrete fix, and log the reason whatever they decide.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses billing 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.
Related playbooks
Payment failed
A recent payment failed or the card was declined.
Payment failing repeatedly
A client payment issue needs a review of previous attempts.