The client problem
A new onboarding account shows little or no activity.
What to look for
An onboarding account is at most 14 days old and its activity is marked as ghosting.
Your next steps
- Review the login invite and recent activity.
- Notify the account owner and prepare a setup follow-up.
- Offer help completing a first useful setup.
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.
- Recorded login and activity data is required for the client account.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Day-7 ghost | HighLevel Client Retention Automation (GoCSM)
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