Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Renewing in 30 days & gone dark
Plan a personal renewal conversation for a client whose account has been inactive for a month.
Watch the playbook
The client problem
Renews within 30 days and hasn't logged in for a month.
What GoCSM looks for
No login for at least 30 days and renewal within the next 30 days.
What to do next
- Check the last login and the renewal date.
- Write a short summary of the work you delivered.
- Offer a personal conversation before renewal.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Renewing in 30 days & gone dark" 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.
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The account just downgraded or dropped a paid add-on.