No workflow 30 days after signup
A month in and they still haven't published a single automation.
Reviews never connected
Plan a review-tool setup conversation with a client who has not connected reputation tools.
Watch the playbook
The client problem
A local-service account hasn't connected review/reputation tools.
What GoCSM looks for
The intended signal is missing review or reputation setup; automatic detection is not yet available.
What to do next
- Check the client's review profile.
- Prepare profile connection instructions.
- Discuss a first review request after setup.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM can't yet see whether a client has connected review or reputation tools.
- Check the client's review profile yourself before you suggest a setup call.
The guide and video are ready now. Automatic matching for this playbook is not available yet, so use the steps above by hand for now.
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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