Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Renewing soon & at risk
Prioritize a renewal check-in for a client whose account shows warning signs.
Watch the playbook
The client problem
Renews within 30 days and showing warning signs.
What GoCSM looks for
Renewal is within the next 30 days and health is at-risk or watch.
What to do next
- Review the renewal date and health signals.
- Flag the renewal to the account manager.
- Prepare a value recap and personal check-in.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Renewing soon & at risk" workflow.
- Uses renewal dates from billing data and the health band, so it needs both connected (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.