The client problem
The account has been stuck on the same setup step too long.
What to look for
A client has stayed on the same onboarding step without progress; confirm the step and reminder timing in your onboarding setup.
Your next steps
- Check the waiting step and who can complete it.
- Prepare a reminder for the responsible person.
- Offer a setup call if needed.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Client onboarding must be enabled for the agency and the client assigned to a published onboarding journey.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Onboarding stalled | HighLevel Client Retention Automation (GoCSM)
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