Define a healthy account.
Weight health rules for each Account Group, so the score reflects the client type, plan, and outcomes you manage.
The Success Toolkit shows which clients need help.
Turn account usage and onboarding progress into a weekly client-health view your team can act on.
Private-beta access is included at no additional cost for current Marketer's Toolkit members.
Client health this weekSummit LegalOnboarding stalled
39Riverbend RealtyUsage down 18%
61Northstar DentalHealthy
82Start with the accounts that changed.
A client can stop using the tools long before they cancel. Bring the signals together so your team knows where to look and what to do next.
Spot a drop in usage.
See which clients use the HighLevel features that matter to them. Sort by the biggest change and save the accounts you want to follow as a Smart List.
Turn a signal into follow-up.
Use alerts and Playbooks to give your team a next action when account health drops or activity slows.
See where onboarding stopped.
Know which launch is overdue, stalled, or never started, and which milestone comes next.
- Set milestones for each type of client.
- Find the missing step before another week slips by.
- Track progress without installing anything in the client account.
Summit Legal onboarding
Next milestone: book the first appointment- ✓Import contacts
- ✓Send the first campaign
- →Book the first appointmentOverdue by 4 days
- ○Collect the first review
Before you get started
Who can join the private beta?
Current Marketer's Toolkit members can join at no additional cost during the private beta.
Does this need a client-side installation?
No. The Success Toolkit tracks account health and onboarding without installing anything in each client account.
Can different clients have different health rules?
Yes. Account Groups let you set weighted health rules and onboarding milestones for the clients you manage.
Give your team a clear next step for every client.
Join the member beta and bring client health, usage, and onboarding into one place.