The client problem
A brand-new account just came on board.
What to look for
The account is in onboarding and was created within the last 2 days.
Your next steps
- Prepare a welcome message.
- Point the client to their first setup step.
- Offer help getting started.
Before you start
- Install and publish the matching workflow in your agency account before automated follow-up can run.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Account health and lifecycle data must be available for your plan and agency setup.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
Welcome — day 1 | HighLevel Client Retention Automation (GoCSM)
Video not loading? Watch on YouTube