Drive adoptionGuide available · automation coming

Reviews never connected

Plan a review-tool setup conversation with a client who has not connected reputation tools.

The client problem

A local-service account hasn't connected review/reputation tools.

What to look for

The intended signal is missing review or reputation setup; automatic detection is not yet available.

Your next steps

  1. Check the client's review profile.
  2. Prepare profile connection instructions.
  3. Discuss a first review request after setup.

Before you start

  • Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
  • An agency account with access to the required GoCSM features and client data.
  • Review recipients, timing and message content before enabling any follow-up.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.

Watch the playbook

Reviews never connected | HighLevel Client Retention Automation (GoCSM)
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