The client problem
An account cancelled recently.
What to look for
The lifecycle is churned or the plan change is cancelled; no fixed waiting period is required by this audience.
Your next steps
- 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 and publish the matching workflow in your agency account before automated follow-up can run.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Account health and lifecycle data must be available for your plan and agency setup.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Churned — win back | HighLevel Client Retention Automation (GoCSM)
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