No login — 7 days
No one on the client's team has logged in for a week.
Client's team stopped working the inbox
Plan a conversation about inbox ownership when manual replies drop while automations remain active.
Watch the playbook
The client problem
Their team is sending far fewer replies by hand, while automations keep running.
What GoCSM looks for
Replies sent by the client's team fell by 60% or more over the last 2 weeks, while automated messages fell by no more than 20%.
What to do next
- Compare manual and automated reply trends.
- Prepare an inbox ownership check.
- Contact the client about the change.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Client's team stopped working the inbox" workflow.
- Needs about 6 weeks of conversation history; 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.
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