The client problem
Health softened from healthy into the watch band.
What to look for
The health band is watch and the trend is falling.
Your next steps
- Review activity changes.
- Prepare a focused check-in.
- Offer help with an identified issue.
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
Slipped to watch | HighLevel Client Retention Automation (GoCSM)
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