Churned — win back
An account cancelled recently.
Rebilling wallet critically low
Remind the client to top up their wallet before their texts, emails and calls stop sending.
The client problem
The client's rebilling wallet is nearly empty while usage keeps drawing it down.
What GoCSM looks for
The intended signal is a nearly empty rebilling wallet with ongoing usage; automatic wallet-balance matching is not yet available.
What to do next
- Check the client's wallet balance and recent usage in HighLevel.
- Remind the client to top up, or to turn on auto-recharge, before messages stop sending.
- Tell the account manager if the wallet keeps running low.
Before you start
- Automatic matching for this playbook is not available yet, so check wallet balances by hand for now.
- Uses rebilling wallet data from HighLevel SaaS mode (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.
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