Welcome to GoCSM: Your Customer Success Sidekick

Hey there! Welcome to GoCSM - your new best friend in keeping HighLevel customers happy and successful. Think of us as your agency's very own 007: we're always watching, ready to spring into action, and equipped with some pretty cool gadgets to help your customers succeed.

What Makes GoCSM Special?

We're the only customer success platform built specifically for HighLevel agencies. While others try to be a jack-of-all-trades, we're the master of one: helping HighLevel agencies keep their customers happy, engaged, and growing.

Remember James Bond's famous number? Well, we've got our own "007" credentials:

• We track feature adoption after 7 minutes (showing us when customers really get value from a feature)

• We alert you after 7 days of inactivity (helping you catch potential issues early)
  
  

How GoCSM Works Its Magic

Keeping Watch (Like a Friendly Neighborhood Spy)

GoCSM connects directly to your HighLevel account and keeps an eye on everything that matters:

When customers log in? We see it. Which features they're using? Got that covered. Haven't logged in for a while? We'll let you know.

It's like having a super-attentive team member who never sleeps, always watching and ready to take action at just the right moment.

What We Track (And Why It Matters)

Remember how your favorite coffee shop remembers your usual order? We do something similar for your customers, but way more powerful:

1. Login Activity: We notice when customers show up and, more importantly, when they don't. After 7 days of silence, we'll give you a heads up - because sometimes "no news" isn't good news. 
   
   

2. Feature Usage: When customers spend more than 7 minutes using a feature, we make a note - that's when we know they're really diving in, not just browsing the menu. 
   What makes this special? While other tools might just show you login times, we're watching how your customers actually use HighLevel.
   
   But here's where it gets really interesting: we also notice when customers haven't used specific features in a while. Think of it as a personalized reminder system, carefully timed for each part of HighLevel:
   
   For instance, we'll give you a heads up if someone hasn't used Automation in 5 days (because that's the secret sauce of HighLevel!), or if they haven't checked their Calendars in 7 days (appointments don't book themselves!). Each feature has its own special timing - from Marketing (14 days) to Survey Builder (19 days) - because we understand that different tools have different rhythms in your customers' businesses.
   
   Every 45 days, we do a complete check-up on all these features. It's like having a super-organized assistant who knows exactly when to remind you about what matters most.
   
   

3. Custom Menu Links Tracking:
   And here's something special - we also keep an eye on custom menu links! You know those personalized navigation shortcuts you've created for your customers? We track those too!
   
   It's like having x-ray vision into how your customers use their customized workspace. When did they last click that special shortcut you made? Are they finding their way to the most important tools? We'll let you know, helping you understand if your custom navigation is working as intended or if it might need a friendly adjustment.
   
   

4. Customer Health: This one's a team effort. Your team updates health status manually (because sometimes human insight beats automation), and we take care of the rest - sending help when needed and keeping everyone in the loop.

   
   

   

4. Customer Happiness: Every 30 days, we check in with your customers to see how they're feeling. Think of it as a regular temperature check - helping you spot both happy customers (potential champions!) and those who might need a little extra attention.
   
   

   
   
   
5. Points That Tell a Story: We've built a unique scoring system just for HighLevel agencies. Every login, feature use, and positive feedback adds up, showing you:
   
   - Who's becoming a power user
   - Which customers are growing
   - When someone's ready for more features

Getting Started Is Easy

What You Need:

• A HighLevel agency account (any tier works!)

• Admin access to your account

• A few minutes to get set up
  
  

Easy Setup:

1. Connect your HighLevel account

2. Set up your team notifications

3. Customize your automation preferences

4. Start watching the magic happen
   
   

The Human Touch

While GoCSM can do a lot automatically, we believe in the power of human connection. Think of us as your backstage crew - we handle all the technical stuff so you can focus on building amazing relationships with your customers.

What Success Looks Like

With GoCSM by your side, you'll be able to:

• Spot potential issues before they become problems

• Keep more customers happier, and longer

• Help customers get more value from your services

• Make smarter decisions based on real data

• Scale your customer success efforts without losing that personal touch

No other tool tracks HighLevel usage this closely or gives you this level of insight into your SaaS customers. We built this because we run HighLevel agencies too, and we needed a better way to keep customers happy and growing.

You're not just getting a platform - you're getting a partner who understands your pain points. We've got your back, and we're excited to help you create some customer success stories of your own!

Want to dive deeper into any of these features? We've got detailed guides for everything. Just think of this as your friendly introduction to what's possible with GoCSM.