Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Save the big ones
Prioritize a personal review when a high-value agency subscription has at-risk health.
Watch the playbook
The client problem
A high-value agency subscription has an at-risk health band.
What GoCSM looks for
Health is at-risk and monthly recurring revenue is at least $2,000.
What to do next
- Review health and subscription value.
- Escalate to the responsible team member.
- Arrange personal outreach about concerns.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Save the big ones" workflow.
- Uses the health band and monthly revenue, so it needs health scoring and billing data (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.