No recent login
No one on the client's team has logged in for 21+ days.
No login — 7 days
Use an early check-in to find out why a previously active client has gone quiet.
Watch the playbook
The client problem
No one on the client's team has logged in for a week.
What GoCSM looks for
No login for 7 to 20 days, and the account is not in onboarding or cancelled.
What to do next
- 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 GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - No login — 7 days" workflow.
- Uses recorded logins for each client account. Included on 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.
70 playbooks. 48 install as ready workflows.
Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.
Related playbooks
Owner re-engaged
An account that had gone quiet is active again.
Whole account inactive
No one on the account has logged in for about two months.