The client problem
A recent payment failed or the card was declined.
What to look for
The account has a recorded failed payment.
Your next steps
- Review the payment and billing contact.
- Notify the responsible team.
- Prepare a reminder to check payment details.
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 failed | HighLevel Client Retention Automation (GoCSM)
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