The client problem
Hasn't logged in lately and renews within 45 days.
What to look for
No login for at least 14 days and renewal within the next 45 days.
Your next steps
- Review activity and renewal details.
- Notify the account owner.
- Prepare a check-in about current needs.
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.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
- 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
Quiet account, renewal close | HighLevel Client Retention Automation (GoCSM)
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