No workflow 30 days after signup
A month in and they still haven't published a single automation.
Texting never sent
Plan support for a first text campaign after checking the client's number and registration.
Watch the playbook
The client problem
They have phone capability but haven't sent any texts.
What GoCSM looks for
The intended signal is texting capability without texts sent; automatic detection is not yet available.
What to do next
- Review the number and texting registration.
- Prepare a first-campaign walkthrough.
- Confirm readiness before sending messages.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM can't yet spot an account that can text but has never sent a text.
- Check the client's phone number and texting registration (A2P) yourself before planning a campaign.
The guide and video are 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.
Related playbooks
Payments never set up
A paying account has no recorded use of Payments.
Reviews never connected
A local-service account hasn't connected review/reputation tools.