The client problem
Renews within 30 days and hasn't logged in for a month.
What to look for
No login for at least 30 days and renewal within the next 30 days.
Your next steps
- Review activity and renewal details.
- Prepare a recap of verified work.
- Offer a personal conversation before renewal.
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
Renewing in 30 days & gone dark | HighLevel Client Retention Automation (GoCSM)
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