The client problem
The account just downgraded or dropped a paid add-on.
What to look for
A plan change is downgraded or cancelled; there is no fixed lookback window.
Your next steps
- Review the change and current needs.
- Notify the account owner.
- Offer a value-check conversation and feature guidance.
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.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Plan downgrade | HighLevel Client Retention Automation (GoCSM)
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