The client problem
An established account is thriving and may be ready for a review request.
What to look for
The account is established and thriving; the audience does not require a positive survey score.
Your next steps
- Check the client's experience.
- Prepare a relevant review request.
- Confirm the timing before sending.
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.
- Account health and lifecycle data must be available for your plan and agency setup.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Happy customer — ask for a review | HighLevel Client Retention Automation (GoCSM)
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