Day-7 ghost
A new onboarding account shows little or no activity.
Day-30 onboarding health check
Review clients still in onboarding after their first month and focus on setup blocking progress.
Watch the playbook
The client problem
An onboarding account is past the first weeks but health is still low.
What GoCSM looks for
The account is in onboarding, is at least 30 days old and has a health score below 60.
What to do next
- Review incomplete setup.
- Prepare a focused onboarding check-in.
- Agree which step to complete next.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Day-30 onboarding health check" workflow.
- Uses the account's onboarding stage, health score and age, so health scoring must be turned on (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
Graduated to growth
An account just moved from onboarding into active growth.
Long-tail onboarding
An older account is still in onboarding.