Expansion ready
Doing great, healthy, and trending up.
High engagement on entry plan
Plan a value-led conversation with a client who may have outgrown an entry plan.
Watch the playbook
The client problem
They're using the product heavily while still on an entry plan.
What GoCSM looks for
The intended signal is sustained high use on an entry plan; automatic plan matching is not yet available.
What to do next
- Confirm the plan and usage.
- Review limits affecting the client's work.
- Explain a relevant upgrade option.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM can't yet read HighLevel plan names, so it can't tell which clients are on an entry plan.
- Check the client's plan and recent usage in HighLevel before you bring up an upgrade.
The guide and video are ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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
Hitting plan limits
Bumping against the ceiling of their current plan.
Lifetime spend milestone
Their total spend with you has crossed a meaningful threshold.