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Guide now, automation coming

Login frequency collapsed

Catch a regular user's slowdown early and give them a quick reason to come back before it turns into silence.

The client problem

A user who logged in regularly has suddenly dropped off.

What GoCSM looks for

The intended signal is a sharp drop in one user's usual login frequency; automatic matching is not yet available.

What to do next

  1. Look at the user's recent logins against their usual pattern.
  2. Send a short, personal note with one useful reason to return.
  3. Tell the account manager if logins keep falling.

Before you start

  • Automatic matching for this playbook is not available yet, so check for it by hand for now.
  • Uses login activity for each user, which every plan includes.

The guide is ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.

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.

Re-engage quietAutomation available

No login — 7 days

No one on the client's team has logged in for a week.

Re-engage quietAutomation available

No recent login

No one on the client's team has logged in for 21+ days.

Re-engage quietAutomation available

Owner re-engaged

An account that had gone quiet is active again.

Browse all 70 playbooks