No workflow 30 days after signup
A month in and they still haven't published a single automation.
Usage dropping
Help the client back into a feature they rely on with a short how-to, before the habit breaks.
The client problem
Use of a key feature fell 30% or more this month.
What GoCSM looks for
The intended signal is a key feature's use falling 30% or more in a month; automatic matching is not yet available.
What to do next
- Check which feature's use dropped and by how much.
- Send the owner a two-minute how-to for that feature.
- Tell the account manager if there is no reply within a week.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses feature adoption data (not part of the Login Activity plan).
The guide is ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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.
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