Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Graduated to growth
Acknowledge completed onboarding and help the client choose a useful next feature.
Watch the playbook
The client problem
An account just moved from onboarding into active growth.
What GoCSM looks for
The lifecycle is activated and the health trend is rising.
What to do next
- Review the client's completed setup.
- Prepare a congratulations note.
- Suggest relevant next features to use.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Graduated to growth" workflow.
- Uses the lifecycle stage and the direction of the health score, so health scoring must be on (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
Day-7 ghost
A new onboarding account shows little or no activity.
Long-tail onboarding
An older account is still in onboarding.