Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Quiet account, renewal close
Bring login inactivity and an approaching renewal into one review before contacting the client.
Watch the playbook
The client problem
Hasn't logged in lately and renews within 45 days.
What GoCSM looks for
No login for at least 14 days and renewal within the next 45 days.
What to do next
- Check when they last logged in and when they renew.
- Alert the account manager that renewal is close.
- Prepare a check-in about current needs.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Quiet account, renewal close" workflow.
- Uses recorded logins plus renewal dates from connected billing data (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.
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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.