Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Texting stopped
Plan a texting review when an account stops sending messages after previously using SMS.
Watch the playbook
The client problem
They haven't sent a single text for 7 days, after steady texting before.
What GoCSM looks for
No text has gone out for at least 7 days, after steady texting before.
What to do next
- Review texting activity.
- Prepare a number and registration check.
- Ask whether the pause was intentional.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Texting stopped" workflow.
- Needs about 6 weeks of texting history; newer or very quiet accounts are skipped (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.