Customer success for GoHighLevel agencies
The Success Toolkit brings health, usage, onboarding, feedback, and revenue signals into one operating view — then gives your team the next move.
Current TMTK member? Your private-beta access is included at no additional cost.
Filter by health, movement, A2P status, last activity, Account Group, and more. Save the cohort as a Smart List, then turn the signal into follow-up with a Playbook.
No new contacts in 12 days. Health Grade dropped from 68 to 41.
Set what healthy means for each Account Group. Weight ongoing health indicators around the client type, plan, and outcomes you actually manage.
Choose the core parts of GoHighLevel that matter for each Account Group. See which sub-accounts are meeting the usage goal, close to it, or falling below it.
Set the onboarding milestones each client type needs to reach. The launch queue separates overdue, stalled, and never-launched accounts and names the next missing milestone.
Exclusive during private beta
Current TMTK members can use The Success Toolkit at no additional cost during the private beta. We’re testing it first with the community it was built for.
