No recent login
The owner hasn't logged in for 21+ days.
Find the playbook for your client problem
57 playbooks for HighLevel agencies, each with a short video, the signal GoCSM watches for, and the follow-up to send. 48 run today as a GoCSM workflow in HighLevel.
Start with a client problem
57 playbooks
Payment failed
A recent payment failed or the card was declined.
Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Quiet account, renewal close
Hasn't logged in lately and renews within 45 days.
Health dropped to at-risk
Overall health just fell into the at-risk band.
Missed calls rising
A higher share of incoming calls is going unanswered.
1-year anniversary
An account is hitting its one-year mark with you.
Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Celebrate a milestone
A client relationship is approaching its first or second anniversary.
Churned — win back
An account cancelled recently.
Day-7 ghost
A new onboarding account shows little or no activity.
Expansion ready
Doing great, healthy, and trending up.
Graduated to growth
An account just moved from onboarding into active growth.
Happy customer — ask for a review
An established account is thriving and may be ready for a review request.
Health reached thriving
Their health just climbed into the thriving band.
High engagement on entry plan
They're using the product heavily while still on an entry plan.
Hitting plan limits
Bumping against the ceiling of their current plan.
Lifetime spend milestone
Their total spend with you has crossed a meaningful threshold.
Long-tail onboarding
An older account is still in onboarding.
No login — 7 days
The owner hasn't logged in for a week.
No workflow 30 days after signup
A month in and they still haven't published a single automation.
Onboarding stalled
The account has been stuck on the same setup step too long.
Owner re-engaged
An account that had gone quiet is active again.
Payment failing repeatedly
A client payment issue needs a review of previous attempts.
Payments never set up
A paying account has no recorded use of Payments.
Plan downgrade
The account just downgraded or dropped a paid add-on.
Plan upgraded — deepen
They recently upgraded to a higher plan.
Power user emerged
An account shows strong activity and healthy engagement.
Prolonged decline
Health has been falling steadily — a sustained downward trend.
Renewing in 30 days & gone dark
Renews within 30 days and hasn't logged in for a month.
Renewing soon & at risk
Renews within 30 days and showing warning signs.
Reviews never connected
A local-service account hasn't connected review/reputation tools.
Save the big ones
A high-value agency subscription has an at-risk health band.
Slipped to watch
Health softened from healthy into the watch band.
Spend dropping
Their rebilling spend has fallen sharply — usage is pulling back.
Spend surging
Their rebilling spend is climbing fast — they're scaling.
Texting never sent
They have phone capability but haven't sent any texts.
Unhappy feedback — make it right
Left low or negative feedback recently.
Welcome — day 1
A brand-new account just came on board.
Whole account inactive
No one on the account has logged in for at least 30 days.
Automations stopped running
Their workflows haven't enrolled anyone for 7 days — a trigger may be broken.
Bookings dropping
Their calendar bookings fell 30% or more over the last 2 weeks.
Calendar disconnected
A calendar used for bookings has been turned off.
Client's team stopped working the inbox
Their team is sending far fewer replies by hand, while automations keep running.
Email sending domain disconnected
The client needs help reviewing a disconnected email sending domain.
Email sending stopped
They haven't sent a single email for 7 days, after steady sending before.
Form submissions dropping
Their form submissions fell 30% or more over the last 2 weeks — a form may be broken.
Inbound conversations dropping
Fewer people are messaging or calling them — inbound conversations fell 40% or more.
Leads going unanswered
Their team is replying to fewer new messages — leads are going cold.
Monthly results recap
Clients forget what you do for them between renewals.
Payment link removed
A payment link they were selling through was removed — their checkout may be broken.
Phone number ported out
A phone number was removed from the account.
Published workflow turned off
A live, published workflow was turned off or deleted.
Sales dropping
Orders through their payment links and products fell 30% or more.
Texting stopped
They haven't sent a single text for 7 days, after steady texting before.
Website / funnel unpublished
A previously published website or funnel is no longer live.
Website traffic dropping
Visits to their website and funnels fell 30% or more over the last 2 weeks.
No playbook matches that yet. Try a broader word such as “payment” or “login”.
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