Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Long-tail onboarding
Escalate unfinished onboarding for older accounts and plan practical help completing setup.
Watch the playbook
The client problem
An older account is still in onboarding.
What GoCSM looks for
The account is still in onboarding at 85 days old or later.
What to do next
- Review remaining setup steps.
- Hand the account to someone on your onboarding team.
- Arrange hands-on help with the most important step.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Long-tail onboarding" workflow.
- Uses the onboarding stage and account age, so health scoring must be on to see the stage (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
Day-7 ghost
A new onboarding account shows little or no activity.
Graduated to growth
An account just moved from onboarding into active growth.