The client problem
An onboarding account is past the first weeks but health is still low.
What to look for
The account is in onboarding, is at least 30 days old and has a health score below 60.
Your next steps
- Review incomplete setup.
- Prepare a focused onboarding check-in.
- Agree which step to complete next.
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
Day-30 onboarding health check | HighLevel Client Retention Automation (GoCSM)
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