Services

Choose the right service path before choosing a task.

Use this page to decide the first smart move: diagnose a messy system, choose a focused service category, browse a fixed-scope gig, or set up ongoing technical support.

Start Here

Pick the route that matches your clarity level.

Cause unclear

Start with Systems Audit

Use this when leads, payments, course access, tracking, CRM follow-up, or reporting touch several tools and the first failure point is not obvious.

Open Systems Audit
Platform known

Choose a focused service path

Use this when the affected area is clear: GoHighLevel, Keap, membership access, Shopify tracking, CRM migration, dashboards, or integrations.

View service paths
Task known

Browse fixed-scope gigs

Use this when you already know the exact work needed, the tool involved, and the deliverable you want reviewed or built.

Open gig catalog
Recurring need

Review monthly support

Use this when the stack changes often and you need recurring QA, documentation, backlog decisions, launch checks, and technical ownership.

Review support plan

Choose By Symptom

Start with the handoff that is costing trust, time, or revenue.

Messy system

The customer path crosses too many tools to guess safely.

Audit the full lead-to-customer journey before changing workflows, payments, access rules, tracking, dashboards, or owner handoffs.

Start with Systems Audit
GoHighLevel

Forms, funnels, calendars, payments, pipelines, or workflows are unreliable.

Use the GoHighLevel path when the issue lives inside GHL setup, snapshot cleanup, SaaS Mode, booking flow, lead nurture, or launch QA.

Open GoHighLevel services
Course access

Buyers pay, but the right course or membership access is not dependable.

Trace checkout, CRM tags, WordPress users, membership levels, LMS enrollment, onboarding emails, and failed-payment recovery.

Open membership services
Tracking

Shopify, GA4, pixels, or reports are not trusted before ad decisions.

Review purchase events, pixel behavior, consent, UTMs, referral noise, ecommerce values, and reporting views before scaling spend.

Open Shopify services
Keap legacy

Old Keap or Infusionsoft logic still controls buyers, tags, campaigns, or access.

Clean up active tags, fields, campaigns, order forms, membership rules, integrations, and migration risk before rebuilding.

Open Keap services
Ongoing changes

The same technical decisions keep coming back every launch.

Use support when implementation, QA, reporting, documentation, and backlog decisions need a recurring owner instead of isolated fixes.

Review monthly support

Core Service Paths

Use these as decision doors, not as a giant menu.

Audit first

Systems Audit

Best when the live customer path touches multiple tools and the repair order is not clear.

Open Systems Audit
CRM handoff

CRM Automation Audit

Best when contacts, tags, fields, owners, tasks, follow-up, or pipeline state are not matching the real customer path.

Open CRM audit
GHL

GoHighLevel Services

Funnels, forms, calendars, workflows, snapshots, SaaS Mode, payments, pipelines, and account QA.

Open GHL path
Keap

Keap And Infusionsoft Services

Cleanup, campaign repair, product and payment logic, documentation, migration planning, and account audit work.

Open Keap path
Membership

Membership Automation Services

Payment-to-access paths across Memberium, LearnDash, WP Fusion, WishlistMember, iMember360, and WordPress LMS.

Open membership path
Shopify

Shopify And Ecommerce Services

Shopify setup, product upload, tracking, launch QA, WooCommerce handoff, post-purchase automation, and reporting trust.

Open ecommerce path
Migration

CRM Migration Services

Migration maps, tag and field spreadsheets, QA checklists, email sequence moves, and GoHighLevel migration planning.

Open migration path
Reporting

Dashboard Setup

Looker Studio dashboards and source-of-truth reporting for marketing, ecommerce, CRM, sales pipeline, or leadership review.

Open dashboard setup

Where Gigs Fit

Use the gig catalog when the exact task is already clear.

The Services page helps you choose the type of help. The Gigs page is for fixed-scope work where the tool, task, and expected deliverable are already defined.

Known tool

You know whether the work is in GHL, Keap, Shopify, WordPress LMS, Memberium, Zapier, Make, n8n, or another named platform.

Known task

You can point to the specific page, form, workflow, tag map, dashboard, migration sheet, or tracking issue.

Known evidence

You can share safe context: what should happen, what happens now, the affected URL or tool area, and the deadline.

How Work Starts

The first step should reduce risk before it adds more build work.

Send safe context

Share the tools involved, what should happen, what happens now, the business risk, the deadline, and one redacted example.

Confirm the smallest useful scope

The next step is routed to audit, a focused service path, a fixed-scope gig, or support depending on clarity and live-system risk.

Build, repair, or document the path

Implementation work should end with a tested handoff, clear notes, and a practical next decision instead of another vague task list.

Service Selection FAQ

Questions before choosing a service path.

Is this page replacing the gig catalog?

No. Services helps you choose the right type of help. Gigs is still the fixed-scope catalog for known tasks with a clear platform, deliverable, and request.

Should I start with an audit or a gig?

Start with an audit when the cause is unclear, several tools touch the same customer path, or a wrong change could affect leads, payments, access, reporting, or follow-up. Choose a gig when the exact task is already known.

What if I already know the platform?

Use the matching service path for GoHighLevel, Keap, membership automation, Shopify and ecommerce, CRM migration, or dashboards. If the specific task is clear inside that path, move to the related gig.

Can you help when several tools are involved?

Yes. Cross-tool work is usually better handled through Systems Audit first, because the useful answer is the repair order, not just the name of one tool.

What should I send first?

Send the tools involved, what should happen, what happens now, the business risk, deadline, and one short redacted example. Do not send passwords, API keys, payment details, or private customer exports in the first message.

When does monthly support make sense?

Monthly support fits when CRM, funnel, payment, access, tracking, dashboard, integration, or launch decisions keep recurring and the business needs ongoing QA, documentation, and technical ownership.