Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Key integration removed
Find out why a key setup came down and offer to restore it before the client moves their work elsewhere.
The client problem
A funnel, automation or other key setup was removed from the account.
What GoCSM looks for
The intended signal is a funnel or workflow the client relied on being removed; automatic matching is not yet available.
What to do next
- Check which funnel, workflow or integration was removed and when.
- Ask the client whether the removal was intended.
- Offer to set it back up with them, 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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Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.