Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Health dropped to at-risk
Give your team a reason to review an account when its health is low and declining.
Watch the playbook
The client problem
Overall health just fell into the at-risk band.
What GoCSM looks for
The health band is at-risk and the trend is falling.
What to do next
- Review the underlying health signals.
- Flag the account to the person who manages it.
- Offer a diagnostic conversation.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Health dropped to at-risk" workflow.
- Uses the health band and whether the score is falling, 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
Plan downgrade
The account just downgraded or dropped a paid add-on.
Prolonged decline
Health has been falling steadily — a sustained downward trend.