Payment failed
A recent payment failed or the card was declined.
Churned — win back
Review a former client's circumstances before deciding whether a return conversation is appropriate.
Watch the playbook
The client problem
An account cancelled recently.
What GoCSM looks for
The lifecycle is churned or the plan change is cancelled; no fixed waiting period is required by this audience.
What to do next
- Review the cancellation context.
- Prepare a relevant update or better-fit option.
- Invite a conversation when there is a useful reason.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Churned — win back" workflow.
- Uses the account's lifecycle stage and billing plan changes, so it needs health scoring and connected billing data (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
Payment failing repeatedly
A client payment issue needs a review of previous attempts.
Spend dropping
Their rebilling spend has fallen sharply — usage is pulling back.