Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Setup reminder
Send a stuck client a reminder about the one setup step that is waiting on them, without needing a call.
The client problem
A client has a setup step only they can finish.
What GoCSM looks for
You choose when to send it: click "Send setup reminder" on a stuck client in GoCSM Onboarding.
What to do next
- Open the client in GoCSM Onboarding and check which step is waiting on them.
- Click "Send setup reminder" to email the client about that step.
- Follow up personally if the step is still open a few days later.
Before you start
- This playbook is sent by hand from GoCSM Onboarding; there is nothing to match automatically.
- Onboarding is in early access; ask us to turn it on for your agency.
Nothing sends on its own. The reminder goes out only when you click Send setup reminder in GoCSM Onboarding.
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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