Happy customer — ask for a review

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Happy customer — ask for a review | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

An established account is thriving and may be ready for a review request.

What GoCSM looks for

The account is established and thriving; the audience does not require a positive survey score.

What to do next

1. Check the client's experience.
2. Prepare a relevant review request.
3. Confirm the timing before sending.

Before you start

• Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Happy customer — ask for a review" workflow.
• Uses the lifecycle stage and health band, not a survey score, so health scoring must be on (not part of the Login Activity plan).
• Make sure the client has had a good recent experience before asking for a review.

Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.