The client problem
Their team is replying to fewer new messages — leads are going cold.
What to look for
Reply rate drops by at least 15 percentage points over the measured comparison; workflow setup awaits rollout.
Your next steps
- Review the response-rate change.
- Prepare a follow-up task.
- Contact the client about who handles new messages.
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
Leads going unanswered | HighLevel Client Retention Automation (GoCSM)
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