Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Slipped to watch
Prepare a light check-in when account health is in the watch range and falling.
Watch the playbook
The client problem
Health softened from healthy into the watch band.
What GoCSM looks for
The health band is watch and the trend is falling.
What to do next
- Review activity changes.
- Prepare a focused check-in.
- Offer help with an identified issue.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Slipped to watch" 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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.