Guide now, automation coming

Published workflow turned off

Plan a review of an automation the client switched off or deleted.

Watch the playbook

Published workflow turned off | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

A live, published workflow was turned off or deleted.

What GoCSM looks for

The intended signal is a published workflow being turned off or deleted; automatic detection is not yet available.

What to do next

  1. Check why the workflow stopped.
  2. Review its trigger and purpose.
  3. Offer help restoring it if still needed.

Before you start

  • Guide and video are ready now; automatic setup is not. GoCSM can't yet see when a workflow is turned off or deleted.
  • Check the workflow list in the client's HighLevel account yourself before you reach out.

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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An annual account is coming up for renewal in the next 60 days.

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The account just downgraded or dropped a paid add-on.

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