The client problem
They're using the product heavily while still on an entry plan.
What to look for
The intended signal is sustained high use on an entry plan; automatic plan matching is not yet available.
Your next steps
- Confirm the plan and usage.
- Review limits affecting the client's work.
- Explain a relevant upgrade option.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Confirm the client plan, renewal date or usage limit before following the guide.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
High engagement on entry plan | HighLevel Client Retention Automation (GoCSM)
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