Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Payment processor disconnected
Get the client collecting payments again quickly, before a broken checkout pushes them off the platform.
The client problem
Their Stripe or other payment processor was disconnected — they can't take payments.
What GoCSM looks for
The intended signal is a payment processor such as Stripe being disconnected; automatic matching is not yet available.
What to do next
- Confirm in HighLevel that the client's payment processor is disconnected.
- Offer an urgent call to reconnect it with them.
- Check their payment links and checkouts work again afterwards.
Before you start
- Automatic matching for this playbook is not available yet, so check for it by hand for now.
- Uses the client's payments setup in HighLevel (not part of the Login Activity plan).
The guide is 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
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.