Prolonged decline

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Prolonged decline | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

Health has been falling steadily — a sustained downward trend.

What GoCSM looks for

The health trend is falling; the audience does not require a fixed number of declining weeks.

What to do next

1. Review activity history.
2. Flag the steady decline to the account manager.
3. Prepare a follow-up plan based on the issues found.

Before you start

• Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Prolonged decline" workflow.
• Uses the direction of the health score, so health scoring must be on (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.