Keep your live CRM and automations dependable after launch.

An established system can fail quietly: field mappings drift, workflows conflict, owners change, stop conditions break, and reports stop matching the real customer journey. This monthly service provides controlled maintenance, QA, small improvements, and documentation for one existing GoHighLevel, Keap, or HubSpot system.

BEST FOR

Agencies, coaches, course creators, service businesses, and membership businesses with an existing live CRM

Teams with recurring workflow, pipeline, access, integration, or reporting issues

Businesses that need one operator to own a prioritized monthly reliability backlog

If the root cause is unclear, start with the CRM & Automation Audit + Action Plan. New builds, major rebuilds, and migrations require a separate implementation service or custom proposal.

WHAT'S INCLUDED

Monthly operating review

Review the agreed backlog and recent system changes

Confirm expected behavior for up to three active workflows

Identify the highest-risk reliability issue for the month

Up to 10 hours of controlled support and improvement

Troubleshoot triggers, branches, delays, mappings, and stop conditions

Correct fields, tags, pipeline stages, ownership rules, and small configuration issues

Repair bounded form, calendar, notification, native-integration, Zapier, or webhook logic

Make agreed improvements inside the primary CRM

QA and regression testing

Test approved changes with controlled test records

Verify the trigger, expected state changes, handoff, and stop behavior

Record passed checks, open risks, and work that needs a separate scope

Documentation and handoff

Monthly change log

Important configuration decisions and known dependencies

Practical handoff notes for the team

One 30-minute monthly review call

Review completed work, open risks, and the next priority

SCOPE BOUNDARY

One primary CRM: GoHighLevel, Keap, or HubSpot

Up to three connected tools

Up to three active priority workflows at one time

Up to 10 hours per monthly billing period

One client point of contact and one prioritized backlog

Scheduled weekday support; requests are acknowledged within one business day when possible

Resolution time depends on access, platform behavior, third parties, and issue complexity

Unused capacity does not roll over

NOT INCLUDED

Net-new CRM builds, full portal implementations, or platform migrations

Large data imports, bulk deduplication, or open-ended API development

New websites, full funnels, or complete membership/LMS builds

Copywriting, creative production, paid media, or campaign management

24/7 monitoring, emergency/on-call coverage, or guaranteed uptime

Platform subscriptions, third-party fees, or guaranteed business outcomes

Larger work is documented and quoted separately before implementation.

CLIENT INPUTS & SAFE ACCESS

Provide the primary CRM, connected-tool list, expected workflow behavior, recent change history, safe test records, and a prioritized issue list. Least-privilege access is requested only after scope agreement. Never send passwords, API keys, customer exports, or private records through the public inquiry form.

DELIVERY & ACCEPTANCE

Each month includes the completed priority list, QA notes, change log, documented open risks, and recommended next actions. A task is complete when the agreed change is saved, its defined test passes, and the change is recorded. This service does not promise that every backlog item will fit within one month.