Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Onboarding stalled
Plan follow-up with a client whose setup has stopped moving.
Watch the playbook
The client problem
The account has been stuck on the same setup step too long.
What GoCSM looks for
A client has stayed on the same onboarding step without progress; confirm the step and reminder timing in your onboarding setup.
What to do next
- 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 are ready now; automatic setup is not. This one runs from GoCSM client onboarding, not the PlayBooks folder, so it depends on your onboarding setup.
- Client onboarding must be turned on for your agency, with the client assigned to a published onboarding journey.
The guide and video are ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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.
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An account just moved from onboarding into active growth.