The client problem
An account shows strong activity and healthy engagement.
What to look for
Activity is highly active, last login was within 2 days and health is healthy or thriving; this does not identify a specific user.
Your next steps
- Review who uses the account most.
- Notify the account owner.
- Discuss feedback or referrals when appropriate.
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.
- Account health and lifecycle data must be available for your plan and agency setup.
- Recorded login and activity data is required for the client account.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Power user emerged | HighLevel Client Retention Automation (GoCSM)
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