1-year anniversary
An account is hitting its one-year mark with you.
Celebrate a milestone
Recognize a client relationship approaching its first or second anniversary.
Watch the playbook
The client problem
A client relationship is approaching its first or second anniversary.
What GoCSM looks for
Account age is 350 to 380 days or 705 to 740 days; arbitrary usage milestones are not detected.
What to do next
- Verify the relationship milestone.
- Prepare a personal congratulations note.
- Acknowledge the occasion without a sales request.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Celebrate a milestone" workflow.
- Uses the date each client account was created to find the first- and second-year windows.
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
Happy customer — ask for a review
An established account is thriving and may be ready for a review request.
Health reached thriving
Their health just climbed into the thriving band.