Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Welcome — day 1
Give a new client a clear first step and a contact for help getting started.
Watch the playbook
The client problem
A brand-new account just came on board.
What GoCSM looks for
The account is in onboarding and was created within the last 2 days.
What to do next
- Prepare a welcome message.
- Point the client to their first setup step.
- Offer help getting started.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Welcome — day 1" workflow.
- Uses the onboarding stage and signup date, so health scoring must be on to see the stage (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
Day-7 ghost
A new onboarding account shows little or no activity.
Graduated to growth
An account just moved from onboarding into active growth.