No workflow 30 days after signup
A month in and they still haven't published a single automation.
Key feature never set up
Get the value the client is paying for switched on with a short setup nudge and an offer to help.
The client problem
The client is paying, but two or more core features were never switched on.
What GoCSM looks for
The intended signal is two or more core features never being set up on a paying account; automatic matching is not yet available.
What to do next
- Check which core features the client has never set up.
- Send a two-minute setup guide for the most useful one.
- Offer to set it up with them if nothing moves.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses feature adoption data (not part of the Login Activity plan).
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.
Related playbooks
Payments never set up
A paying account has no recorded use of Payments.
Reviews never connected
A local-service account hasn't connected review/reputation tools.