Configuring Plans and Services

After connecting GoCSM to HighLevel and Stripe, set up your service offerings and plans to track client usage effectively.

Adding Your Services

First, define what services your agency provides:

1. Go to Plans Configurations > Services > Add New

2. Add each service your agency offers:

   • Website development

   • SEO services

   • Social media management

   • Email marketing

   • Automation setup

   • Any other services you provide

Setting Up Plans

Next, create the plans you offer to clients:

1. Navigate to Plans & Packages > Configure

2. For each plan, specify:

   • Plan identifier color

   • Services included in this plan

   • Customer Success Manager (CSM) hours allocated

Why This Matters

Proper service and plan configuration allows GoCSM to:

• Automatically add service details next to subscription prices pulled in through Stripe

• Track which services clients use most

• Monitor plan usage patterns

• Alert you when clients aren't utilizing what they're paying for

• Identify upsell opportunities based on usage patterns

Additionally, you can manually checkmark any service add-ons you provide outside of HighLevel features. This allows you to track all services in one place, even those not directly tied to the HighLevel platform.

Updating Plans

You can update your plans anytime as your service offerings change:

1. Go to Plans & Packages > Configure

2. Select the plan you want to modify

3. Make your changes and save