1-year anniversary
An account is hitting its one-year mark with you.
Monthly results recap
Plan a client recap using verified conversations, bookings, form submissions and answered calls.
Watch the playbook
The client problem
Clients forget what you do for them between renewals.
What GoCSM looks for
A recap comes due once a month, in the week after the client's monthly signup date.
What to do next
- Review the completed reporting period.
- Prepare a recap from verified counts.
- Invite discussion of the results.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Monthly results recap" workflow.
- Needs enough results data for the month to show; there is no recap when there is nothing to report (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
Celebrate a milestone
A client relationship is approaching its first or second anniversary.
Happy customer — ask for a review
An established account is thriving and may be ready for a review request.