The client problem
The owner hasn't logged in for a week.
What to look for
No login for 7 to 20 days; the login signal determines eligible accounts.
Your next steps
- Review recent activity.
- Prepare a short check-in with one relevant reason to return.
- Offer help with questions or access problems.
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
No login — 7 days | HighLevel Client Retention Automation (GoCSM)
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