Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Leads going unanswered
Plan a review of the response process when fewer inbound messages receive replies.
Watch the playbook
The client problem
Their team is replying to fewer new messages — leads are going cold.
What GoCSM looks for
The share of new messages answered within 24 hours fell by 15 points or more over the last 2 weeks, compared with the 4 weeks before.
What to do next
- Review the response-rate change.
- Prepare a follow-up task.
- Contact the client about who handles new messages.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Leads going unanswered" workflow.
- Needs about 6 weeks of conversation history to compare reply rates; 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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.