The client problem
Left low or negative feedback recently.
What to look for
Feedback sentiment is negative or the rating is 2 stars or lower on a 5-star scale.
Your next steps
- Review feedback and context.
- Notify the responsible team member.
- Prepare a personal response and offer discussion.
Before you start
- Install and publish the matching workflow in your agency account before automated follow-up can run.
- 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 feedback and rating data is required.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Unhappy feedback — make it right | HighLevel Client Retention Automation (GoCSM)
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