High engagement on entry plan
They're using the product heavily while still on an entry plan.
Expansion ready
Review an established account's needs before proposing a relevant next stage of service.
Watch the playbook
The client problem
Doing great, healthy, and trending up.
What GoCSM looks for
The account is established and its health band is thriving.
What to do next
- Review current use and unmet needs.
- Prepare a planning conversation.
- Discuss relevant expansion options.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Expansion ready" workflow.
- Uses the account's lifecycle stage and health band, so health scoring must be on (not part of the Login Activity plan).
- Check what the client actually uses before you suggest anything new.
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
Hitting plan limits
Bumping against the ceiling of their current plan.
Lifetime spend milestone
Their total spend with you has crossed a meaningful threshold.