Broken triggers
A workflow that should fire when a form is submitted, or when a tag is added, does nothing. Usually the trigger was set up against a field or a form that was later renamed or deleted, and nobody noticed.
Your account was supposed to follow up, book appointments and keep the pipeline honest. If it is doing none of that, it is not a lost cause. Most broken accounts can be repaired without starting over.
These are the problems I see most often in accounts built by someone else, or built in a hurry. If one of them matches, the fix is usually straightforward. If several match, start with an audit.
A workflow that should fire when a form is submitted, or when a tag is added, does nothing. Usually the trigger was set up against a field or a form that was later renamed or deleted, and nobody noticed.
Two workflows doing the same job, so a lead gets the same message twice, or gets two different messages minutes apart. This is what happens when someone builds a fix instead of finding the original workflow.
Stages nobody uses, opportunities stuck for months, contacts in the wrong pipeline. The team stops trusting the pipeline and goes back to spreadsheets, which defeats the point of having a CRM.
Messages that never arrive. Often a registration or sender problem rather than a workflow problem, and it needs checking in the right place before any workflow is touched.
Two clients booked into the same slot, or bookings landing outside working hours. Usually a calendar setting: working hours, buffers, round robin rules, or a calendar that was never connected properly.
Leads arrive from the website or a Meta lead form and never appear in the pipeline, or appear with the wrong data. The connection between the source and the pipeline is broken somewhere, and the leads are lost in the meantime.
I do not start fixing on day one. Fixing without reading the account first is how duplicate workflows get built in the first place.
Step 01
I read the whole account: pipelines, workflows, triggers, calendars, tags and integrations. You get a written report, ordered by priority, with a fix quote.
Step 02
We agree what to fix first. The things losing you leads or bookings come first. The tidy-up jobs wait.
Step 03
I repair the broken triggers, remove or merge the duplicates, clean up the pipelines, and fix the calendar and messaging settings that are causing the problems.
Step 04
Every repaired workflow is tested end to end with test leads and test bookings before it goes live. Nothing is declared fixed until it has been seen working.
The audit is quoted individually after a short call, and the fix is quoted from the audit findings. There is no fixed price for either, because a small account with three broken workflows and a large account with forty are different jobs. You get the price before the work starts, in both cases.
If a rebuild is the cheaper option, I will say so after the audit instead of charging you for a repair that will not hold. A rebuild is scoped like a fresh $900 setup or a CRM automation build from $1,500, depending on what you need.
Yes. That is most of the fix work I do. I start by reading the account to find what is actually broken, then give you a prioritised fix list with a quote. Broken triggers, duplicate automations and messy pipelines can often be repaired without rebuilding everything.
It is quoted individually, because the work depends on how much is broken. A few broken triggers is a small job. Forty untested workflows across several sub-accounts is a large one. The usual first step is an account audit, quoted after a short call, and the fix is quoted from the audit findings.
Not usually. Most accounts are worth repairing: the pipelines and the data are fine, and only some workflows and settings are wrong. If the audit shows a rebuild would be cheaper than repairing, I will say so before you pay for either.
Often, yes, but the cause matters. SMS delivery problems are frequently a registration or sender setup issue, not a workflow issue. I check the messaging setup first, then the workflows, so the fix lands in the right place.
Small fixes can take days. A larger rescue, with many workflows to repair and test, takes longer. You get a timeline with the quote, after the audit has shown how much is broken.
Yes, where possible. I work carefully around live workflows and test changes before they go live. If a workflow has to be paused to fix it safely, I tell you first and agree the timing with you.
Tell me what is broken and how big the account is. I will quote the audit, and from there the fix, with a timeline and a price before any work starts.