Churned — win back
An account cancelled recently.
Payment failed
Follow up on a failed client payment with a clear payment-update request.
Watch the playbook
The client problem
A recent payment failed or the card was declined.
What GoCSM looks for
The account has a recorded failed payment.
What to do next
- Review the payment and billing contact.
- Alert whoever handles billing for this client.
- Prepare a reminder to check payment details.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Payment failed" workflow.
- Uses failed payments from connected billing data (not part of the Login Activity plan).
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 failing repeatedly
A client payment issue needs a review of previous attempts.
Spend dropping
Their rebilling spend has fallen sharply — usage is pulling back.