Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Inbound conversations dropping
Plan a lead-source review when fewer people start conversations with the client.
Watch the playbook
The client problem
Fewer people are messaging or calling them — inbound conversations fell 40% or more.
What GoCSM looks for
New inbound conversations over the last 2 weeks are at least 40% below the weekly average of the 4 weeks before.
What to do next
- Review inbound conversations.
- Prepare a task to check lead sources.
- Discuss which sources need attention.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Inbound conversations dropping" workflow.
- Needs about 6 weeks of conversation history across channels; newer or low-volume accounts are skipped (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
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Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.