Power user emerged

Watch the playbook

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Power user emerged | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

An account shows strong activity and healthy engagement.

What GoCSM looks for

Activity is highly active, last login was within 2 days and health is healthy or thriving; this does not identify a specific user.

What to do next

1. Review who uses the account most.
2. Share who the most active user is with the account manager.
3. Discuss feedback or referrals when appropriate.

Before you start

• Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Power user emerged" workflow.
• Uses activity level, recent logins and health band, so health scoring must be on (not part of the Login Activity plan).
• It flags the account, not a person, so find the most active user yourself.

Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.