How quickly can you audit my CRM automation?
Most audits are completed within 3–5 business days depending on access and system size.
FAQ
CRM automation FAQ
Clear answers to common CRM automation questions about timelines, tools, and support.
Last updated: 2026-02-06
Timing
What does a typical engagement include?
An audit, a clear action plan, implementation or fixes, and documented handover for your team.
Is pricing fixed or scoped?
Pricing is scoped based on system size and complexity. I share ranges after the audit.
How do we get started?
Send project details or book a short call so I can recommend the best next step.
Start here
Want the fastest answer for your specific setup?
If you share what's breaking, I'll recommend the shortest path to repair it (audit vs rebuild vs optimization).
Tools
Which platforms do you specialize in?
I work primarily in Keap, HubSpot, and GoHighLevel, plus the tools connected to them.
Do you handle migrations between CRMs?
Yes. I can map existing workflows, migrate data, and validate automations after the move.
Can you work with existing tools like Zapier or Make?
Yes. I integrate and test third-party tools so data stays consistent across the stack.
Process
Can you fix automations that stop mid-journey?
Yes. I trace triggers, tags, goals, and integrations to locate the breakpoints and rebuild the flow.
How do you ensure automations are reliable?
Every build includes end-to-end testing with a checklist and documented decision points.
Do you offer ongoing optimization?
Yes. I provide monthly optimization and reliability support for teams that want ongoing improvements.
Will my team be able to maintain the system?
Yes. I document workflows and provide handover guidance so your team can manage day-to-day tasks.
Do you provide training?
Yes. I walk through the system with your team and answer questions during handover.
Still have questions? Send project details or book a call.