Health dropped to at-risk
Overall health just fell into the at-risk band.
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70 playbooks for HighLevel agencies, each with the signal GoCSM watches for and the follow-up to send. Most have a short video.
70 playbooks in 7 categories
Win back at-risk
Clients slipping, going dark or close to renewal · 29 playbooks
Plan downgrade
The account just downgraded or dropped a paid add-on.
Prolonged decline
Health has been falling steadily — a sustained downward trend.
Quiet account, renewal close
Hasn't logged in lately and renews within 45 days.
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.
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.
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.
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.
Missed calls rising
A higher share of incoming calls is going unanswered.
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.
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Website / funnel unpublished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.
Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Email sending domain disconnected
The client needs help reviewing a disconnected email sending domain.
Published workflow turned off
A live, published workflow was turned off or deleted.
Website traffic dropping
Visits to their website and funnels fell 30% or more over the last 2 weeks.
Website disconnected — win them back
Their website domain is no longer connected — a strong sign they may be leaving.
Key integration removed
A funnel, automation or other key setup was removed from the account.
Texting registration lost — win them back
Their A2P texting registration lapsed — texts are about to stop sending.
Payment processor disconnected
Their Stripe or other payment processor was disconnected — they can't take payments.
Re-engage quiet
Clients and staff who stopped logging in · 7 playbooks
No login — 7 days
No one on the client's team has logged in for a week.
No recent login
No one on the client's team has logged in for 21+ days.
Owner re-engaged
An account that had gone quiet is active again.
Whole account inactive
No one on the account has logged in for about two months.
Client's team stopped working the inbox
Their team is sending far fewer replies by hand, while automations keep running.
Login frequency collapsed
A user who logged in regularly has suddenly dropped off.
Key admin removed
An admin user was deactivated or removed from the account.
Rescue revenue
Failed payments and billing trouble · 6 playbooks
Churned — win back
An account cancelled recently.
Payment failed
A recent payment failed or the card was declined.
Payment failing repeatedly
A client payment issue needs a review of previous attempts.
Spend dropping
Their rebilling spend has fallen sharply — usage is pulling back.
Rebilling wallet critically low
The client's rebilling wallet is nearly empty while usage keeps drawing it down.
Cancellation requested
The client has said they want to cancel.
Onboard faster
New clients stuck in setup · 7 playbooks
Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Day-7 ghost
A new onboarding account shows little or no activity.
Graduated to growth
An account just moved from onboarding into active growth.
Long-tail onboarding
An older account is still in onboarding.
Welcome — day 1
A brand-new account just came on board.
Onboarding stalled
The account has been stuck on the same setup step too long.
Setup reminder
A client has a setup step only they can finish.
Drive adoption
Features clients never set up · 7 playbooks
No workflow 30 days after signup
A month in and they still haven't published a single automation.
Payments never set up
A paying account has no recorded use of Payments.
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.
Usage dropping
Use of a key feature fell 30% or more this month.
Key feature never set up
The client is paying, but two or more core features were never switched on.
Breadth without depth
The client has tried several features but uses none of them deeply.
Grow & upsell
Healthy clients ready for more · 7 playbooks
Expansion ready
Doing great, healthy, and trending up.
Lifetime spend milestone
Their total spend with you has crossed a meaningful threshold.
Plan upgraded — deepen
They recently upgraded to a higher plan.
Power user emerged
An account shows strong activity and healthy engagement.
Spend surging
Their rebilling spend is climbing fast — they're scaling.
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.
Listen & celebrate
Milestones, feedback and thank-yous · 7 playbooks
1-year anniversary
An account is hitting its one-year mark with you.
Celebrate a milestone
A client relationship is approaching its first or second anniversary.
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.
Unhappy feedback — make it right
Left low or negative feedback recently.
Monthly results recap
Clients forget what you do for them between renewals.
No feedback in 60+ days
An established client hasn't given any feedback in a long time.
No playbook matches that yet. Try a broader word such as “payment” or “login”.
Run these playbooks across every client.
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