1-year anniversary
An account is hitting its one-year mark with you.
Health reached thriving
Acknowledge improving health and discuss a useful next step with the client.
Watch the playbook
The client problem
Their health just climbed into the thriving band.
What GoCSM looks for
Health is thriving and the trend is rising.
What to do next
- Review the activity behind the improvement.
- Prepare a personal note about their progress.
- Offer a conversation about relevant next steps.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Health reached thriving" workflow.
- Uses the health band and whether the score is rising, 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
Celebrate a milestone
A client relationship is approaching its first or second anniversary.
Happy customer — ask for a review
An established account is thriving and may be ready for a review request.