Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Day-7 ghost
Find new clients who have not started using their account and arrange hands-on help with their first setup.
Watch the playbook
The client problem
A new onboarding account shows little or no activity.
What GoCSM looks for
An onboarding account is at most 14 days old and its activity is marked as ghosting.
What to do next
- 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 GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Day-7 ghost" workflow.
- Uses the onboarding stage, account age and login activity; health scoring must be on to see the stage (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
Graduated to growth
An account just moved from onboarding into active growth.
Long-tail onboarding
An older account is still in onboarding.