Churned — win back
An account cancelled recently.
Payment failing repeatedly
Plan personal billing follow-up when a payment issue needs attention beyond a routine reminder.
Watch the playbook
The client problem
A client payment issue needs a review of previous attempts.
What GoCSM looks for
The account has a failed payment; confirm repeat attempts in billing history because this audience does not count them.
What to do next
- Check the payment history.
- Escalate the issue to the account owner.
- Prepare a personal payment-details request.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Payment failing repeatedly" workflow.
- Uses failed payments from connected billing data (not part of the Login Activity plan).
- It does not count retries, so check the billing history for repeat failures first.
Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.
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.
Related playbooks
Payment failed
A recent payment failed or the card was declined.
Spend dropping
Their rebilling spend has fallen sharply — usage is pulling back.