Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Website disconnected — win them back
Reach out quickly with a hands-on offer to reconnect their website, and find out whether they are moving away.
The client problem
Their website domain is no longer connected — a strong sign they may be leaving.
What GoCSM looks for
The intended signal is a client's website domain being disconnected after it was set up; automatic matching is not yet available.
What to do next
- Confirm in HighLevel that the client's domain was disconnected.
- Offer a short call to reconnect it with them.
- Ask directly whether they are planning to move, and tell the account manager.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses the client's setup history 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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