Payments never set up
A paying account has no recorded use of Payments.
No workflow 30 days after signup
Help an established client start using workflows when recorded feature use shows none in use.
Watch the playbook
The client problem
A month in and they still haven't published a single automation.
What GoCSM looks for
The account is at least 30 days old, has no recorded Workflows use and is neither onboarding nor churned.
What to do next
- Check existing workflow setup.
- Prepare a first-workflow walkthrough.
- Offer to review publishing with the client.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - No workflow 30 days after signup" workflow.
- Uses account age, recorded feature use and lifecycle stage, so it needs feature tracking and health scoring (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.
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Reviews never connected
A local-service account hasn't connected review/reputation tools.
Texting never sent
They have phone capability but haven't sent any texts.