Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Texting registration lost — win them back
Help the client renew their texting registration before their messages stop and they lose trust in the platform.
The client problem
Their A2P texting registration lapsed — texts are about to stop sending.
What GoCSM looks for
The intended signal is an A2P texting registration or phone setup that lapsed; automatic matching is not yet available.
What to do next
- Check the client's A2P registration status in HighLevel.
- Walk them through re-registering so texts keep sending.
- Tell the account manager until texting is approved again.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses the client's phone and texting setup in HighLevel (not part of the Login Activity plan).
The guide is 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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