Expansion ready
Doing great, healthy, and trending up.
Hitting plan limits
Plan an upgrade conversation around a verified limit affecting the client's work.
Watch the playbook
The client problem
Bumping against the ceiling of their current plan.
What GoCSM looks for
The intended signal is usage approaching a plan limit; automatic limit matching is not yet available.
What to do next
- Check the actual limit and usage.
- Tell the client's account manager which limit is close.
- Explain capacity differences before proposing an upgrade.
Before you start
- Guide and video are ready now; automatic setup is not. GoCSM can't yet read HighLevel plan names, so it can't check how close a client is to a plan limit.
- Check the real limit and current usage in HighLevel before you bring up an upgrade.
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.
Related playbooks
High engagement on entry plan
They're using the product heavily while still on an entry plan.
Lifetime spend milestone
Their total spend with you has crossed a meaningful threshold.