HS-105
HubSpot CRM Data Quality Audit And Prevention Rules
Audit a bounded HubSpot contact and company dataset for duplicate, formatting, completeness, property-use, source, and ownership problems, then implement up to five approved prevention rules without destructive bulk cleanup.
5-7 business daysHubSpotData Quality And Prevention
HS-104
HubSpot Lifecycle Stage, Lead Status, And Deal Stage Cleanup
Align one HubSpot buyer lifecycle across lifecycle stage, lead status, and deal stage so teams know what each state means, who owns the next action, and which transitions automation may make.
5-7 business daysHubSpotLifecycle And Pipeline Governance
HS-103
Fix One Broken HubSpot Workflow And Verify Every Branch
Diagnose and repair one existing HubSpot workflow, then verify every included branch with privacy-safe test records and a clear change and rollback note.
3-4 business daysHubSpotWorkflow Repair And QA
HS-102
HubSpot Portal Health Check And 30-Day Repair Plan
Review one bounded HubSpot portal path, identify the highest-risk configuration, data, workflow, pipeline, reporting, and integration gaps, and deliver an evidence-backed 30-day repair sequence.
4-5 business daysHubSpotPortal Audit And Recovery
MEM-101
LearnDash Memberium Keap Elementor Systems Sprint
Audit, stabilize, and improve a WordPress education or membership system using LearnDash, Memberium, Keap or Infusionsoft, and Elementor.
7-10 business daysLearnDash/Memberium/Keap/ElementorLearnDash Memberium Keap Systems
CF-100
Cloudflare Pages Service Landing Page Launch
Launch one simple service landing page on Cloudflare Pages with basic metadata, responsive QA, and handoff notes.
7-10 business daysCloudflarePages Launch
CF-099
Cloudflare DNS And SSL Audit
Audit Cloudflare DNS, SSL/TLS, redirects, basic headers, and launch blockers for one domain.
3-5 business daysCloudflareDNS And SSL
AI-098
Technical SEO And Schema Pack For Service Pages
Prepare titles, meta descriptions, Open Graph data, service schema, and FAQ suggestions for up to five service pages.
4-6 business daysAI/CodexSchema And Metadata
AI-097
Codex-Assisted Website QA Report
Review an agreed website URL set and priority customer flows for broken links, form behavior, browser-console and resource errors, and desktop, tablet, and mobile layout issues; deliver a prioritized evidence-backed QA report.
3-5 business daysAI/CodexQA Reports
AI-096
Business Prompt Library Setup
Create a structured prompt library for recurring business workflows, CRM tasks, QA, or content ops.
3-5 business daysAI/CodexPrompt Libraries
AI-095
AI-Assisted CRM SOP Pack
Create SOPs for selected CRM workflows, tags, campaigns, access rules, or support process.
5-7 business daysAI/CodexSOP Documentation
AI-094
CRM Export Search And Dashboard Demo
Create a searchable CRM export dashboard using sanitized CSV data and agreed fields.
10-14 business daysAI/CodexCRM Dashboards
AI-093
CSV Sales Dashboard Starter
Build a starter dashboard from CSV sales/order/payment data with agreed metrics and simple visualizations.
7-10 business daysAI/CodexCSV Dashboards
INT-092
Integration QA Checklist
Create a QA checklist for a specific automation, integration, or workflow before launch.
2-3 business daysIntegrationsQA
INT-091
API And Webhook Audit
Audit one API/webhook integration for payload, trigger, field mapping, authentication risk, and errors.
3-5 business daysIntegrationsAPI And Webhooks
INT-090
CRM To Google Sheets Reporting Automation
Set up or specify one CRM-to-Google-Sheets reporting workflow for agreed fields and update pattern.
5-7 business daysIntegrationsGoogle Sheets Reporting
INT-089
Webinar To CRM Automation Map
Map registration, attendance, no-show, replay, and follow-up automation into CRM tags/segments.
4-6 business daysIntegrationsWebinars To CRM
INT-088
Payment To CRM Tagging Workflow
Plan or set up one payment event to CRM tag/field workflow with QA checklist.
5-7 business daysIntegrationsPayments To CRM
INT-087
Website Form To CRM Setup
Connect one website form to a CRM contact, tag/field logic, notification, and QA path.
3-5 business daysIntegrationsForms To CRM
INT-086
n8n Lead Capture Workflow Setup
Build or specify one n8n lead capture workflow from form/webhook to CRM/Sheet/notification.
5-7 business daysIntegrationsn8n
INT-085
Make Scenario Cleanup
Review and clean one Make scenario for clearer fields, filters, errors, and handoff logic.
3-5 business daysIntegrationsMake
INT-084
Zapier Webhook Troubleshooting
Diagnose one broken Zapier webhook or API handoff and provide fix steps or scoped repair.
3-5 business daysIntegrationsZapier
INT-083
Zapier CRM Automation Map
Map a CRM automation workflow in Zapier with triggers, actions, filters, fields, and QA checklist.
3-5 business daysIntegrationsZapier
ECOM-082
Shopify CSV Import Cleanup
Clean and prepare a Shopify product CSV for import with agreed fields, tags, and collection logic.
3-5 business daysShopify/WooCommerceShopify Product Upload
ECOM-081
Ecommerce Post-Purchase Follow-Up Workflow
Plan or set up one post-purchase follow-up workflow using ecommerce and CRM/email tools.
4-6 business daysShopify/WooCommercePost-Purchase Automation
ECOM-080
WooCommerce Purchase To Course Access Setup
Set up or repair one WooCommerce product-to-course or membership access path.
5-10 business daysShopify/WooCommerceWooCommerce LMS
ECOM-079
WooCommerce To CRM Automation Map
Map WooCommerce order events to CRM tags, fields, segments, and follow-up automation.
5-7 business daysShopify/WooCommerceWooCommerce CRM
ECOM-078
WooCommerce Checkout Audit
Audit WooCommerce checkout path, payment settings, coupons, user flow, and CRM/access handoff risks.
3-5 business daysShopify/WooCommerceWooCommerce Checkout
ECOM-077
Shopify Store Operations SOP Pack
Create concise Shopify operations SOPs for product upload, order checks, discounts, support, and launch routine.
4-6 business daysShopify/WooCommerceShopify Operations
ECOM-076
Shopify Product Page Redesign
Improve one Shopify product page/template layout for clarity, trust, and mobile readability.
5-7 business daysShopify/WooCommerceShopify Theme Customization
ECOM-075
Shopify Mobile UX Audit
Review Shopify mobile homepage, collection, product, cart, navigation, and CTA flow.
2-4 business daysShopify/WooCommerceShopify Launch QA
ECOM-074
Shopify GA4 Meta Pixel TikTok Tracking Audit
Audit Shopify GA4, Meta Pixel, TikTok Pixel, customer events, and duplicate tracking risks.
3-5 business daysShopify/WooCommerceTracking And Analytics
ECOM-073
Shopify Launch QA Before Ads
Review Shopify storefront, mobile UX, checkout path, product pages, policies, and tracking readiness before ads.
3-5 business daysShopify/WooCommerceShopify Launch QA
ECOM-072
Shopify Collections And Tags Cleanup
Clean inconsistent Shopify product categories, product types, tags, and collection logic without changing protected commerce fields.
3-5 business daysShopify/WooCommerceShopify Catalog Cleanup
ECOM-071
Shopify Product Upload - 50 Products
Upload up to 50 Shopify products with variants, images, tags, collections, and basic SEO fields.
5-10 business daysShopify/WooCommerceShopify Product Upload
ECOM-070
Shopify Product Upload - 10 Products
Upload up to 10 simple Shopify products with titles, descriptions, images, prices, tags, and collections.
2-4 business daysShopify/WooCommerceShopify Product Upload
ECOM-069
Shopify Service Store Setup
Set up a Shopify store for service/digital offers with product structure, inquiry/checkout path, and pages.
5-10 business daysShopify/WooCommerceShopify Store Setup
ECOM-068
Shopify Store Setup Starter
Set up a starter Shopify store foundation with theme, basic pages, navigation, products, and launch checklist.
7-14 business daysShopify/WooCommerceShopify Store Setup
MEM-067
Membership Migration Roadmap
Plan migration of membership access, users, protected content, CRM tags, payments, and onboarding.
5-10 business daysMembershipMigration
MEM-066
Payment-To-Membership Access Repair
Repair one defined payment-to-membership access path after audit or clear requirements.
5-10 business daysMembershipPayment Access Rules
MEM-065
WishlistMember Access Audit
Audit a WishlistMember access path, levels, protected content, and CRM/payment handoff where relevant.
3-5 business daysMembershipWishlistMember
MEM-064
WP Fusion LearnDash Access Setup
Set up a defined WP Fusion-to-LearnDash access path using CRM tags and course rules.
4-7 business daysMembershipWP Fusion
MEM-063
WP Fusion CRM Sync Audit
Review WP Fusion settings and CRM tag sync behavior for a defined access or segmentation problem.
3-5 business daysMembershipWP Fusion
MEM-062
iMember360 Access Troubleshooting
Diagnose a defined iMember360/Infusionsoft access issue and deliver repair steps or scoped fix.
5-7 business daysMembershipiMember360
MEM-061
Failed Payment And Cancellation Access Plan
Map how failed payment, cancellation, refund, and reactivation should affect membership/course access.
4-6 business daysMembershipPayment Access Rules
MEM-060
Membership Login And Dashboard QA
Members may sign in but land on the wrong dashboard, see missing or incorrect links, lose expected protected-content access, or encounter a broken mobile path; the team needs a bounded evidence-backed QA report before repairs.
2-4 business daysMembershipLogin And Dashboard
MEM-059
Memberium Tag-Based Access Map
Create a tag-to-access map for Memberium levels, courses, pages, and member states.
3-5 business daysMembershipMemberium And Keap
MEM-058
Memberium And Keap Access Audit
Audit Memberium/Keap tag-based access, protected content, login path, and purchase-to-access logic.
5-7 business daysMembershipMemberium And Keap
LMS-057
WordPress LMS Migration Roadmap
Plan migration between LMS/course platforms with content, users, access rules, and QA checklist.
5-7 business daysLearnDash/WordPress LMSMigration
LMS-056
Tutor LMS Media Comment Plugin Specification
Create a technical specification and build plan for a Tutor LMS media comment feature without editing core files.
5-7 business daysLearnDash/WordPress LMSCustom LMS Tools
LMS-055
LearnDash Course Cleanup
Clean up one LearnDash course structure for clearer lessons, topics, quizzes, settings, and navigation.
3-5 business daysLearnDash/WordPress LMSQA And Cleanup
LMS-054
LMS Onboarding Email Automation Setup
Create a simple onboarding email automation plan or setup for new course members using provided copy.
3-5 business daysLearnDash/WordPress LMSEmail Automation
LMS-053
LearnDash Keap Or Memberium Access Setup
Set up or repair a defined LearnDash access path using Keap/Memberium tags and membership logic.
5-10 business daysLearnDash/WordPress LMSCRM And Membership
LMS-052
WooCommerce Purchase To LearnDash Access Setup
Set up or repair one WooCommerce product-to-LearnDash course access path with QA.
4-7 business daysLearnDash/WordPress LMSWooCommerce And LMS
LMS-051
LearnDash Access Automation Map
Map how payment, CRM tags, user roles, groups, and course access should connect.
3-5 business daysLearnDash/WordPress LMSAccess Automation
LMS-050
LearnDash Course Launch QA
Review course access, lessons, quizzes, login path, completion path, and mobile usability before launch.
3-5 business daysLearnDash/WordPress LMSQA And Cleanup
LMS-049
LearnDash Certificate Or Group Setup
Choose one path: set up one basic LearnDash certificate and assign it to one agreed course, quiz, or group; or configure one basic core LearnDash group with up to three existing courses, one existing leader, and one authorized test user.
2-4 business daysLearnDash/WordPress LMSCertificates And Groups
LMS-048
LearnDash Quiz Setup Pack
Set up up to five simple LearnDash quizzes from provided questions and answers.
2-4 business daysLearnDash/WordPress LMSQuizzes
LMS-047
LearnDash Course Structure Setup
Set up one LearnDash course structure with sections, lessons/topics, basic settings, and QA.
3-5 business daysLearnDash/WordPress LMSCourse Content Setup
LMS-046
LearnDash Single Lesson, Topic, Or Quiz Setup
Create or format one simple LearnDash lesson or topic from provided content, or one small quiz from supplied questions and answers.
1-2 business daysLearnDash/WordPress LMSCourse Content Setup
MIG-045
Post-Migration Launch Audit
Audit a recently migrated CRM/funnel/course path for broken forms, tags, workflows, access, and follow-up.
4-6 business daysCRM MigrationMigration QA
MIG-044
CRM Migration QA Checklist
Create a migration QA checklist for contacts, tags, fields, campaigns, forms, payments, and access.
2-3 business daysCRM MigrationMigration QA
MIG-043
Product And Offer Migration Map
Map products, offers, order forms, payment rules, and access tags from source to target platform.
4-6 business daysCRM MigrationMigration Assets
MIG-042
Email Sequence Migration Map
Map one email sequence from source CRM/LMS platform into target platform trigger, timing, and content plan.
4-6 business daysCRM MigrationMigration Assets
MIG-041
CRM Tag And Field Migration Spreadsheet
Create a migration spreadsheet mapping tags, custom fields, segments, and notes between two systems.
3-5 business daysCRM MigrationMigration Assets
MIG-040
WordPress Membership To GoHighLevel Migration Plan
Plan migration from WordPress membership stack to GHL membership/community/course setup.
5-10 business daysCRM MigrationMembership To GHL
MIG-039
LearnDash To GoHighLevel Course Migration Plan
Map LearnDash course structure, lessons, quizzes, users, and access rules into a GHL course migration plan.
5-10 business daysCRM MigrationLMS To GHL
MIG-038
Kajabi To GoHighLevel Migration Map
Map Kajabi courses, offers, pages, emails, and access rules into a GHL migration plan.
5-7 business daysCRM MigrationKajabi To GHL
MIG-037
HubSpot To GoHighLevel Migration Map
Map HubSpot contacts, properties, lists, forms, workflows, and pipeline into a GHL migration plan.
5-7 business daysCRM MigrationHubSpot To GHL
MIG-036
Ontraport To GoHighLevel Migration Map
Map Ontraport contacts, fields, tags, campaigns, forms, payments, and membership logic into GHL migration plan.
5-10 business daysCRM MigrationOntraport To GHL
KEAP-035
Keap CRM Audit Consultation Pack
Short Keap audit and written notes focused on one pain area plus free 15-minute consultation.
2-3 business daysKeap/InfusionsoftAccount Audit
KEAP-034
Keap And Memberium Access Audit
Audit Keap/Memberium tags, levels, protected content, and order-to-access behavior.
5-7 business daysKeap/InfusionsoftMemberium And Keap
KEAP-033
Keap Export Reporting Dashboard Starter
Create a starter report/dashboard from exported Keap CSV data using agreed metrics and mock-safe handling.
5-7 business daysKeap/InfusionsoftCRM Dashboards
KEAP-032
Keap Contact Import Cleanup Plan
Review a planned contact import and define fields, tags, duplicate risks, and import checklist.
2-4 business daysKeap/InfusionsoftCRM Cleanup
KEAP-031
Keap Campaign Documentation Pack
Document one Keap campaign's triggers, tags, decisions, emails, and handoff notes.
3-5 business daysKeap/InfusionsoftDocumentation
KEAP-030
WooCommerce To Keap Order Sync Plan
Plan WooCommerce order/customer sync to Keap tags, fields, products, and follow-up workflows.
5-7 business daysKeap/InfusionsoftWooCommerce CRM
KEAP-029
Keap Failed Payment Workflow Map
Map failed-payment handling, tags, notifications, access rules, and recovery follow-up.
4-6 business daysKeap/InfusionsoftProducts And Payments
KEAP-028
Keap Onboarding Email Sequence Setup
Build one simple Keap onboarding sequence using provided copy, timing, and trigger rules.
5-7 business daysKeap/InfusionsoftCampaign Build
KEAP-027
Infusionsoft Legacy Cleanup Roadmap
Review legacy Infusionsoft structure and produce cleanup roadmap for tags, campaigns, forms, and products.
5-7 business daysKeap/InfusionsoftCRM Cleanup
KEAP-026
Keap To GoHighLevel Migration Map
Map Keap contacts, tags, fields, campaigns, products, forms, and access logic into a GHL migration plan.
5-10 business daysKeap/InfusionsoftKeap To GHL
KEAP-025
Keap Payment-To-Access Automation Audit
Audit the path from Keap payment/order to CRM tags, membership/course access, and follow-up.
4-6 business daysKeap/InfusionsoftProducts And Payments
KEAP-024
Keap Product And Order Form Setup
Set up or clean one Keap product/order form with basic follow-up or handoff notes.
3-5 business daysKeap/InfusionsoftProducts And Payments
KEAP-023
Keap Campaign Repair Diagnosis
Diagnose one broken or confusing Keap/Infusionsoft campaign and deliver repair steps.
3-5 business daysKeap/InfusionsoftCampaign Repair
KEAP-022
Keap Tag And Custom Field Map
Create a tag and custom-field map for cleanup, migration, reporting, or campaign repair.
3-5 business daysKeap/InfusionsoftCRM Cleanup
KEAP-021
Keap CRM Cleanup Audit
Audit Keap tags, fields, lists, campaigns, and cleanup risks with a prioritized action plan.
5-7 business daysKeap/InfusionsoftCRM Cleanup
GHL-020
GoHighLevel Handoff Documentation Pack
Create concise handoff documentation for a selected GHL page, funnel, workflow, or account area.
2-4 business daysGoHighLevelDocumentation
GHL-019
LeadConnector Form Embed QA
Check or set up one LeadConnector form embed on a site/page and test desktop/mobile behavior.
1-3 business daysGoHighLevelForms Calendars And Pipelines
GHL-018
GoHighLevel Landing Page Redesign
Redesign one existing GHL landing page for clearer layout, mobile readability, and conversion path.
3-5 business daysGoHighLevelLanding Pages And Funnels
GHL-017
GoHighLevel Payment-To-Access QA
Audit the path from payment or offer purchase to course/membership/community access and follow-up.
3-5 business daysGoHighLevelCheckout And Offers
GHL-016
GoHighLevel Tracking And UTM QA
Review selected GHL pages/funnels for tracking, UTM, thank-you page, and conversion path readiness.
2-4 business daysGoHighLevelTracking And QA
GHL-015
GoHighLevel Account Audit And 30-Day Roadmap
Review GHL account structure and deliver prioritized 30-day roadmap for funnels, workflows, forms, pipelines, and QA.
5-7 business daysGoHighLevelAccount Audit
GHL-014
GoHighLevel Booking Funnel Setup
Build a booking-focused GHL page/funnel connecting form/calendar and confirmation path.
3-6 business daysGoHighLevelLanding Pages And Funnels
GHL-013
GoHighLevel Missed Call Text Back Workflow Setup
Configure or document a missed-call text-back workflow with safe testing notes.
1-3 business daysGoHighLevelWorkflow Automation
GHL-012
GoHighLevel Lead Nurture Workflow Setup
Build one simple lead nurture workflow using provided copy and trigger rules.
3-5 business daysGoHighLevelWorkflow Automation
GHL-011
GoHighLevel Pipeline And Opportunity Setup
Create or clean one sales pipeline with stages, opportunity rules, and handoff notes.
1-3 business daysGoHighLevelForms Calendars And Pipelines
GHL-010
GoHighLevel Snapshot Install And Basic Configuration
Install one approved snapshot and configure basic account settings, pipeline, forms, or workflows included in scope.
2-4 business daysGoHighLevelAccount Setup
GHL-009
Small Website To GoHighLevel Migration Plan And Build
Manually rebuild up to five content-ready informational pages in the HighLevel Website Builder with one shared header and footer navigation plus focused responsive link and image QA.
7-10 business daysGoHighLevelMigration
GHL-008
WordPress Page To GoHighLevel Page Migration
Rebuild one existing WordPress/landing page in GHL with responsive QA and asset handling.
3-5 business daysGoHighLevelMigration
GHL-007
GoHighLevel Workflow Audit And Fix Roadmap
Review selected workflows and deliver issue list, quick wins, risks, and fix roadmap.
3-5 business daysGoHighLevelWorkflow Automation
GHL-006
GoHighLevel Community Setup Starter Pack
Set up starter GHL community structure, access notes, and onboarding checklist.
3-5 business daysGoHighLevelCourses And Communities
GHL-005
GoHighLevel Course Setup Starter Pack
Create a starter course structure in GHL with modules/lessons, sample access path, and QA checklist.
5-7 business daysGoHighLevelCourses And Communities
GHL-004
GoHighLevel Checkout Or Offer Page Setup
Set up or clean one GHL checkout/offer page with product details, confirmation path, and QA checklist.
3-5 business daysGoHighLevelCheckout And Offers
GHL-003
GoHighLevel Form, Calendar, And Pipeline Connection
Connect one form or calendar to contact creation, pipeline/opportunity stage, and notification logic.
2-4 business daysGoHighLevelForms Calendars And Pipelines
GHL-002
GoHighLevel Two-Page Funnel Setup
Two-page GHL funnel with opt-in/sales page, thank-you page, form or CTA, and QA.
5-7 business daysGoHighLevelLanding Pages And Funnels
GHL-001
GoHighLevel Landing Page With Form, Workflow, And Mobile QA
One GHL landing page setup or cleanup with form connection, basic workflow handoff, and desktop/mobile QA.
3-5 business daysGoHighLevelLanding Pages And Funnels