The client problem
An account just moved from onboarding into active growth.
What to look for
The lifecycle is activated and the health trend is rising.
Your next steps
- Review the client's completed setup.
- Prepare a congratulations note.
- Suggest relevant next features to use.
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
Graduated to growth | HighLevel Client Retention Automation (GoCSM)
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