Churned — win back
An account cancelled recently.
Spend dropping
Review lower rebilling usage spend with the client to understand what changed in their work.
Watch the playbook
The client problem
Their rebilling spend has fallen sharply — usage is pulling back.
What GoCSM looks for
The rebilling spend trend is declining.
What to do next
- Review the affected usage costs.
- Tell the account manager which usage fell.
- Discuss whether the client needs help with that activity.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Spend dropping" workflow.
- Uses the rebilling spend trend from connected billing data (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
Payment failed
A recent payment failed or the card was declined.
Payment failing repeatedly
A client payment issue needs a review of previous attempts.