The client problem
A client relationship is approaching its first or second anniversary.
What to look for
Account age is 350 to 380 days or 705 to 740 days; arbitrary usage milestones are not detected.
Your next steps
- Verify the relationship milestone.
- Prepare a personal congratulations note.
- Acknowledge the occasion without a sales request.
Before you start
- Install and publish the matching workflow in your agency account before automated follow-up can run.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Celebrate a milestone | HighLevel Client Retention Automation (GoCSM)
Video not loading? Watch on YouTube