Expansion ready
Doing great, healthy, and trending up.
Lifetime spend milestone
Recognize a long-standing client relationship using a verified lifetime subscription-spend milestone.
Watch the playbook
The client problem
Their total spend with you has crossed a meaningful threshold.
What GoCSM looks for
Lifetime spend with the agency is at least $30,000.
What to do next
- Verify spend and relationship context.
- Prepare a personal thank-you for their loyalty.
- Discuss a next step only if relevant.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Lifetime spend milestone" workflow.
- Uses the client's total spend with your agency from connected billing data (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
High engagement on entry plan
They're using the product heavily while still on an entry plan.
Hitting plan limits
Bumping against the ceiling of their current plan.