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