Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Missed calls rising
Plan a call-handling review when the share of missed incoming calls increases.
Watch the playbook
The client problem
A higher share of incoming calls is going unanswered.
What GoCSM looks for
The share of incoming calls missed, sent to voicemail or busy rose by 10 points or more over the last 2 weeks, compared with the 4 weeks before.
What to do next
- Review missed calls.
- Prepare a call-review task.
- Check routing and team availability.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Missed calls rising" workflow.
- Needs about 6 weeks of call history; newer or low-volume accounts are skipped (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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.