Phone number ported out

Watch the playbook

Play

Phone number ported out | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

A phone number was removed from the account.

What GoCSM looks for

A phone number was removed in the last 30 days; removal alone does not prove a port-out.

What to do next

1. Notify the team about the removed number.
2. Confirm why it was removed.
3. Discuss the client's phone setup and plans.

Before you start

• Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Phone number ported out" workflow.
• Uses phone number changes from the client account (not part of the Login Activity plan).
• A removed number may simply have been released, so ask before assuming the client is leaving.

Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.