The client problem
Clients forget what you do for them between renewals.
What to look for
The monthly recap is due; setup awaits rollout and requires readable activity data.
Your next steps
- Review the completed reporting period.
- Prepare a recap from verified counts.
- Invite discussion of the results.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Connected client activity and a readable reporting period are required for a recap.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Monthly results recap | HighLevel Client Retention Automation (GoCSM)
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