The client problem
A client payment issue needs a review of previous attempts.
What to look for
The account has a failed payment; confirm repeat attempts in billing history because this audience does not count them.
Your next steps
- Check the payment history.
- Escalate the issue to the account owner.
- Prepare a personal payment-details request.
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.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Payment failing repeatedly | HighLevel Client Retention Automation (GoCSM)
Video not loading? Watch on YouTube