1-year anniversary
An account is hitting its one-year mark with you.
Unhappy feedback — make it right
Give negative feedback a personal review and prepare a response focused on the concern raised.
Watch the playbook
The client problem
Left low or negative feedback recently.
What GoCSM looks for
Feedback sentiment is negative or the rating is 2 stars or lower on a 5-star scale.
What to do next
- Review feedback and context.
- Notify the responsible team member.
- Prepare a personal response and offer discussion.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Unhappy feedback — make it right" workflow.
- Uses client feedback and star ratings collected in GoCSM (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.