Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Website traffic dropping
Plan an investigation when the client reports fewer visitors to their website or funnel.
Watch the playbook
The client problem
Visits to their website and funnels fell 30% or more over the last 2 weeks.
What GoCSM looks for
The intended signal is a drop in website or funnel visits; automatic traffic detection is not yet available.
What to do next
- Review traffic reports supplied by the client.
- Check traffic sources and landing pages.
- Prepare a follow-up plan for the issue found.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM doesn't receive website visit counts yet.
- Ask the client for their traffic reports, since GoCSM cannot see visits yet.
The guide and video are 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.
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