The client problem
Renews within 30 days and showing warning signs.
What to look for
Renewal is within the next 30 days and health is at-risk or watch.
Your next steps
- Review the renewal date and health signals.
- Notify the responsible team.
- Prepare a value recap and personal check-in.
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.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Renewing soon & at risk | HighLevel Client Retention Automation (GoCSM)
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