The client problem
A phone number was removed from the account.
What to look for
A phone-number removal was recorded within the last 30 days; removal alone does not prove a port-out.
Your next steps
- Notify the team about the removed number.
- Confirm why it was removed.
- Discuss the client's phone setup and plans.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- 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 setup data is required for the client account.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Phone number ported out | HighLevel Client Retention Automation (GoCSM)
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