The client problem
A paying account has no recorded use of Payments.
What to look for
Recurring revenue is above zero, Payments is not in recorded feature use and the account is neither onboarding nor churned.
Your next steps
- Review payment setup.
- Prepare a connection walkthrough.
- Help check a first invoice or payment link.
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.
- Account health and lifecycle data must be available for your plan and agency setup.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
- Connected feature-use data is required for the client account.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Payments never set up | HighLevel Client Retention Automation (GoCSM)
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