The client problem
Overall health just fell into the at-risk band.
What to look for
The health band is at-risk and the trend is falling.
Your next steps
- Review the underlying health signals.
- Notify the responsible team.
- Offer a diagnostic conversation.
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
Health dropped to at-risk | HighLevel Client Retention Automation (GoCSM)
Video not loading? Watch on YouTube