The client problem
An older account is still in onboarding.
What to look for
The account is still in onboarding at 85 days old or later.
Your next steps
- Review remaining setup steps.
- Notify the responsible team.
- Arrange hands-on help with the most important step.
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
Long-tail onboarding | HighLevel Client Retention Automation (GoCSM)
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