The client problem
Health has been falling steadily — a sustained downward trend.
What to look for
The health trend is falling; the audience does not require a fixed number of declining weeks.
Your next steps
- Review activity history.
- Notify the account owner.
- Prepare a follow-up plan based on the issues found.
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.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Prolonged decline | HighLevel Client Retention Automation (GoCSM)
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