The client problem
They have phone capability but haven't sent any texts.
What to look for
The intended signal is texting capability without texts sent; automatic detection is not yet available.
Your next steps
- Review the number and texting registration.
- Prepare a first-campaign walkthrough.
- Confirm readiness before sending messages.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Texting never sent | HighLevel Client Retention Automation (GoCSM)
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