The client problem
Their health just climbed into the thriving band.
What to look for
Health is thriving and the trend is rising.
Your next steps
- Review the activity behind the improvement.
- Prepare a personal acknowledgement.
- Offer a conversation about relevant next steps.
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 reached thriving | HighLevel Client Retention Automation (GoCSM)
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