Up to 10 hours per month of troubleshooting, maintenance, testing, small improvements, and documentation for one existing GoHighLevel, Keap/Infusionsoft, Ontraport, HubSpot, or Kajabi environment and its agreed connected tools.

I work directly with businesses, agencies, coaches, and course or membership teams to keep everyday operations running and make practical improvements.

CRM administration, fields, tags, contact organization, pipelines, and ownership.

Forms, calendars, lead follow-up, email automation, notifications, and stop conditions.

Existing course, membership, and customer-access workflows.

Bounded fixes to existing WordPress, LMS, native integrations, Zapier, API, or webhook connections.

Testing, change documentation, and practical handoff notes.

A prioritized operating review and support list.

Up to 10 hours of investigation, configuration, meetings, testing, and documentation.

One primary CRM or course platform, up to three connected tools, and up to three active priority workflows at a time.

A change log, verification notes, open issues, and recommended next actions.

One 30-minute monthly review call within the support allowance.

We agree on the primary platform, expected workflow behavior, access, and priorities before work starts. Changes are tested with appropriate test records and documented. A task is complete when its agreed check passes and the change is recorded.

Support is scheduled on weekdays. Requests are acknowledged within one business day when possible; resolution depends on complexity, access, platform behavior, and third parties. Unused monthly capacity does not roll over.

New CRM builds, complete websites or course portals, major rebuilds, migrations, bulk data work, and open-ended custom development are quoted separately. I can help with these projects through a planned implementation engagement.

This monthly plan does not include copywriting, creative production, paid media management, software subscriptions, third-party fees, emergency/on-call coverage, or guaranteed uptime. The agreed priority list determines what fits within the monthly allowance.

Tell me your main platform, connected tools, current problems, and the improvements you need. If the root cause is unclear, start with the CRM & Automation Audit + Action Plan. Access is arranged securely after scope agreement.