Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Plan downgrade
Use a plan change to ask what the client needs and review features that still fit.
Watch the playbook
The client problem
The account just downgraded or dropped a paid add-on.
What GoCSM looks for
A plan change is downgraded or cancelled; there is no fixed lookback window.
What to do next
- Review the change and current needs.
- Flag the downgrade to whoever manages the client.
- Offer a value-check conversation and feature guidance.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Plan downgrade" workflow.
- Uses plan changes from connected billing data (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.
70 playbooks. 48 install as ready workflows.
Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.
Related playbooks
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Prolonged decline
Health has been falling steadily — a sustained downward trend.