Expansion ready
Doing great, healthy, and trending up.
Spend surging
Review increasing rebilling use with a healthy client before discussing future capacity.
Watch the playbook
The client problem
Their rebilling spend is climbing fast — they're scaling.
What GoCSM looks for
Rebilling spend is increasing and health is healthy or thriving.
What to do next
- Review increasing usage costs.
- Tell the account manager which usage is growing.
- Offer a planning conversation about growing needs.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Spend surging" workflow.
- Uses the rebilling spend trend and health band, so it needs billing data and health scoring (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
High engagement on entry plan
They're using the product heavily while still on an entry plan.
Hitting plan limits
Bumping against the ceiling of their current plan.