The client problem
Fewer people are messaging or calling them — inbound conversations fell 40% or more.
What to look for
Inbound conversations fall by at least 40% over the measured comparison of recent weeks; workflow setup awaits rollout.
Your next steps
- Review inbound conversations.
- Prepare a task to check lead sources.
- Discuss which sources need attention.
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.
- Connected client activity and enough readable history are required to compare results.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Inbound conversations dropping | HighLevel Client Retention Automation (GoCSM)
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