Expansion ready
Doing great, healthy, and trending up.
Plan upgraded — deepen
Help a client use the features included in their newly upgraded plan.
Watch the playbook
The client problem
They recently upgraded to a higher plan.
What GoCSM looks for
The plan change is recorded as upgraded.
What to do next
- Review what changed.
- Prepare guidance on relevant new features.
- Offer help putting those features into use.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Plan upgraded — deepen" workflow.
- Uses plan upgrades 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
High engagement on entry plan
They're using the product heavily while still on an entry plan.
Hitting plan limits
Bumping against the ceiling of their current plan.