The client problem
Their rebilling spend is climbing fast — they're scaling.
What to look for
Rebilling spend is increasing and health is healthy or thriving.
Your next steps
- Review increasing usage costs.
- Notify the account owner.
- Offer a planning conversation about growing needs.
Before you start
- Install and publish the matching workflow in your agency account before automated follow-up can run.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Account health and lifecycle data must be available for your plan and agency setup.
- Connected billing data is required; amounts refer to client subscriptions or rebilling spend with your agency.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Spend surging | HighLevel Client Retention Automation (GoCSM)
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