The client problem
An account that had gone quiet is active again.
What to look for
The last login was within 7 days and the health trend is rising.
Your next steps
- Review the client's recent activity.
- Prepare a welcome-back note.
- Suggest a relevant next step.
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
Owner re-engaged | HighLevel Client Retention Automation (GoCSM)
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