No login — 7 days
No one on the client's team has logged in for a week.
No recent login
Give your team a starting point for checking in with clients who have stopped logging in.
Watch the playbook
The client problem
No one on the client's team has logged in for 21+ days.
What GoCSM looks for
No login for 21 days or more, and the account is not in onboarding or cancelled.
What to do next
- Review recorded login activity.
- Notify your team about the quiet account.
- Prepare a personal check-in and offer help returning.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - No recent login" workflow.
- Uses recorded logins for each client account. Included on the Login Activity plan.
- Check whether the client works through your team instead of logging in before you reach out.
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
Owner re-engaged
An account that had gone quiet is active again.
Whole account inactive
No one on the account has logged in for about two months.