1-year anniversary
An account is hitting its one-year mark with you.
No feedback in 60+ days
Ask a quiet, established client how you are doing, to surface problems before they turn into a cancellation.
The client problem
An established client hasn't given any feedback in a long time.
What GoCSM looks for
The intended signal is an established account with no feedback for 60 days or more; automatic matching is not yet available.
What to do next
- Check when the client last gave feedback or a rating.
- Send a short, personal 'how are we doing?' note.
- Tell the account manager about anything they raise.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses feedback data (not part of the Login Activity plan).
The guide is ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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.