Payments never set up

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Payments never set up | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

A paying account has no recorded use of Payments.

What GoCSM looks for

Recurring revenue is above zero, Payments is not in recorded feature use and the account is neither onboarding nor churned.

What to do next

1. Review payment setup.
2. Prepare a connection walkthrough.
3. Help check a first invoice or payment link.

Before you start

• Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Payments never set up" workflow.
• Uses monthly revenue, recorded feature use and lifecycle stage, so it needs billing data, feature tracking and health scoring (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.