The client problem
A month in and they still haven't published a single automation.
What to look for
The account is at least 30 days old, has no recorded Workflows use and is neither onboarding nor churned.
Your next steps
- Check existing workflow setup.
- Prepare a first-workflow walkthrough.
- Offer to review publishing with the client.
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.
- Connected feature-use data is required for the client account.
Check your account’s setup and supported workflow before enabling this playbook.
Watch the playbook
No workflow 30 days after signup | HighLevel Client Retention Automation (GoCSM)
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