Win back at-riskGuide available · automation coming

Sales dropping

Plan a checkout and offer review when the number of orders falls.

The client problem

Orders through their payment links and products fell 30% or more.

What to look for

Orders fall by at least 30% over the measured comparison of recent weeks; workflow setup awaits rollout.

Your next steps

  1. Review the order decline.
  2. Prepare a checkout test task.
  3. Discuss the payment path and offer.

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.
  • Connected client activity and enough readable history are required to compare results.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.

Watch the playbook

Sales dropping | HighLevel Client Retention Automation (GoCSM)
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