The client problem
Doing great, healthy, and trending up.
What to look for
The account is established and its health band is thriving.
Your next steps
- Review current use and unmet needs.
- Prepare a planning conversation.
- Discuss relevant expansion options.
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.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Expansion ready | HighLevel Client Retention Automation (GoCSM)
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