Feature update · Product Adoption

What This Update Is About

GoCSM can now track two of the most widely-used GHL features — Forms/Surveys and Websites/Funnels — giving you a clearer picture of whether your sub-accounts are actually using the tools they're paying for.

Before this update, adoption gaps in these two areas were invisible. An agency could have hundreds of sub-accounts with no active forms, zero funnel traffic, and no web presence — and GoCSM wouldn't flag it. Now it does.

The tracking answers two core questions for each sub-account:

1. Forms/Surveys: Has the sub-account built forms or surveys — and are they getting submissions?

2. Websites/Funnels: Has the sub-account published web assets — and are they receiving traffic?

   

Key Features

• Forms & Survey Asset Tracking — GoCSM now detects whether a sub-account has forms or surveys built, so you can distinguish accounts that are genuinely set up from those that have never touched this feature.

• Form & Survey Submission Counts — Beyond just checking if forms exist, GoCSM tracks submission volume — giving you a direct signal of whether sub-accounts are actively generating leads and capturing data.

• Website & Funnel Asset Tracking — GoCSM now checks whether a sub-account has published websites or funnels — surfacing accounts with no web presence before they become a retention risk.

• Website & Funnel Traffic Data — For accounts with active web assets, GoCSM tracks page view volume, so you can see whether those funnels are actually driving traffic or sitting dormant.

• Health Score Integration — Both features now feed directly into the Product Adoption pillar of each sub-account's Health Score. If a sub-account has no active forms or no funnel traffic, that gap is reflected in their score — automatically.

• Dedicated Tracking View — In addition to contributing to the Health Score, Forms/Surveys and Websites/Funnels data is also surfaced in a dedicated tracking section, so you can drill into the specifics without wading through the full health breakdown.

Why It Matters

Forms and funnels are where GHL delivers the most immediate, visible ROI for end clients. If a sub-account isn't using them, they're not seeing results — and accounts that don't see results churn.

With this update, you can proactively identify under-adopted accounts before frustration sets in, prioritize outreach toward accounts that haven't launched a single form or funnel, and confidently separate accounts that are genuinely active from those that are just technically onboarded.

Have a feature request or spotted a new bug? Let us know on our Ideas Board or submit a ticket through our Chat Widget — we're here to help!