Ownership
A team responsible for understanding how your systems work and connect, preserving that knowledge as your people and roles change.
KathleenVP of Revenue
Technology Management Program
Keep your systems reliable.
Keep your team moving.
Ongoing ownership, governance, maintenance, and guidance for the technology you already use—so your systems stay reliable and your team keeps moving.
Four pillars. Dependable technology.
Someone who knows your systems.
You shouldn’t have to manage your technology alone. Our Technology Management Program gives your team a clear point of responsibility across four areas.
Governance
Policies, permissions, and standards, with deeper monitoring and custom governance as your needs grow.
Management
Maintenance and incremental updates that keep your existing setup aligned and help prevent drift.
Enablement
Strategy sessions and training to align with your goals, understand change, and build team confidence.
Built for your existing systems and small improvements. Major implementations and transformations are separate projects.
See examples of supported work
System health & stability
Keep your existing technology working as intended with ongoing maintenance, fixes, and upkeep.
Workflow reliability
Maintain existing automations and build simple workflows for everyday needs, within agreed complexity limits.
Data integrity
Maintain data standards and consistency so your teams work from reliable information.
Reporting confidence
Maintain reporting and handle simple report or dashboard requests so your team can get useful answers.
Access & configuration
Manage user access, permissions, and settings to support the right people in the right roles.
Everyday improvements
Update existing documentation, templates, and settings to keep your systems useful as needs change.
A practical working rhythm
Clear priorities.
Visible progress.
Bring us your goals and requests. With Professional and Enterprise, we also monitor system, workflow, and data health, surface useful new features, and recommend improvements to automations, data quality, and insights.
01
Agree the priorities
Confirm what needs doing, its scope, and a delivery estimate.
02
We handle the work
Your specialist completes tasks and shares updates in your portal.
03
Review the result
See what changed, get a walkthrough, and approve the work.
Supported technologies
Support for the tools
your team relies on.
From your CRM and ERP to the tools connected to them, give your technology ongoing care. Explore what we support, then let’s talk about your setup.
A dependable foundation for your business.
Your CRM and ERP systems connect business data, teams, and tools. We help keep that foundation understood and reliable through ongoing care for its structure, permissions, data, and connections.
Talk about your technology↗Technologies we support
- HubSpot CRM
Reliable tools for your sales team.
Keep your sales systems dependable with ongoing care for pipeline settings, sales automations, calling tools, and the data your team relies on.
Talk about your technology↗Technologies we support
- HubSpot Sales Hub
- Aircall
Keep your marketing technology working.
Maintain the systems behind your campaigns and content, with care for forms, automation, reporting, and the connections that keep your customer data useful.
Talk about your technology↗Technologies we support
- HubSpot Marketing Hub
- HubSpot Content Hub
Reliable tools for every customer conversation.
Keep your support systems ready for your team, with ongoing care for ticketing, call routing, user access, and connected customer data.
Talk about your technology↗Technologies we support
- HubSpot Service Hub
- HubSpot Help Desk
- HubSpot Customer Success
- Aircall
A dependable home for your team’s work.
Keep your workspaces, boards, and automations organized and reliable, with ongoing care for permissions, dashboards, and connected data.
Talk about your technology↗Technologies we support
- HubSpot Projects
- HubSpot Workspace
- ClickUp
- monday.com
- Asana
Ongoing care for your custom objects.
Keep your custom objects dependable, with ongoing care for their structure, data relationships, automations, and reporting. We preserve the knowledge behind how they work as your team changes.
Talk about your custom objects↗Custom objects we support
- Custom objects
Client experiences
More capacity.
Less figuring it out alone.
RachelMarketing Manager
CindySales Manager
Plans & levels of management
The right level of management
for your systems.
The depth of responsibility, governance, and delivery capacity is determined by the complexity of systems, number of platforms, or number of technologies, and the level of responsibility required.
Expert support on request
LimitedManagement
For teams that want professional expertise when needed, core governance, and help maintaining their existing setup.
$2,500–$4,000USD / month
Core ownership, core governance, and support on request.
ResponsibilityRequest-based system support
Core operational ownership: we build an understanding of your system’s structure, preserve that knowledge as people change, and help maintain it through your requests.
GovernanceCore governance practices
Help establish core policies, permissions, and change standards, with guidance as requests and needs arise.
Discovery and assessments are not included.
Delivery capacityUp to 5 tasks per month1 strategy session per month1 × 30-minute training session per month
Request-based monthly support for maintenance and incremental updates to your existing setup.
Strategy sessions: Align priorities with your goals, explore what’s possible, and understand the operational effects of change.
Training sessions: Help your team understand the system and use it confidently through practical guidance and walkthroughs.
Unlimited task requests
1 designated portal user
Proactive operational ownership
ProfessionalManagement
For teams that want experts actively overseeing system operations, reliability, and governance.
$4,500–$7,500USD / month
All Limited benefits, with deeper oversight and increased tactical capacity.
ResponsibilityProactive system ownership
An expert team responsible for understanding your system’s structure and overseeing its operations and reliability. We bring improvement ideas, assess relevant new features, and guide maintenance through a monthly task action plan.
GovernanceSystem, workflow & data health
Proactive monitoring of system, workflow, and data health, plus a Quarterly Platform Assessment. We identify risks and recommend improvements to automations, data quality, and insights to strengthen your digital operations.
Delivery capacity2 active tasks at a time2 strategy sessions per month2 × 30-minute training sessions per month
Consistent support for a steady flow of maintenance and incremental improvements.
Strategy sessions: Align priorities with your goals, explore what’s possible, and understand the operational effects of change.
Training sessions: Help your team understand the system and use it confidently through practical guidance and walkthroughs.
Unlimited task requests
2 designated portal users
Responsibility across systems
EnterpriseManagement
For connected systems that need deeper responsibility, custom governance, and greater tactical capacity.
$8,000–$15,000USD / month
All Professional benefits, with custom governance and increased tactical capacity.
ResponsibilityOwnership across connected systems
Deeper operational responsibility across systems and integrations. We maintain knowledge of how they connect, troubleshoot issues across those connections, and coordinate upkeep through a monthly task action plan.
GovernanceCustom governance
All Professional governance, plus custom governance workflows and controls for more complex, connected environments. We help coordinate standards across systems and teams.
Delivery capacity3 active tasks at a time3 strategy sessions per month4 × 30–60-minute training sessions per month
Higher tactical capacity for upkeep, troubleshooting, and incremental improvements across connected systems.
Strategy sessions: Align priorities with your goals, explore what’s possible, and understand the operational effects of change.
Training sessions: Help your team understand the system and use it confidently through practical guidance and walkthroughs.
Unlimited task requests
4 designated portal users
2 emergency priority tasks monthly
All plans include unlimited requests. Delivery follows your plan’s task limits and agreed scope.
A few useful answers
Know what to expect.
Clear scope, transparent capacity, and a practical way to get work done.
Why the Technology Management Program vs. hiring in-house?
The program gives your team specialist capacity and ongoing responsibility for maintaining, governing, and protecting your technology. It can support your internal team with broader expertise and shared system knowledge, without recruiting and onboarding a dedicated full-time role.
What tasks are available for request?
The program focuses on maintaining your existing systems and making small improvements to settings, automations, data, and reporting. Supported requests depend on the technologies in scope and your plan. Full implementations, redesigns, and large initiatives are separate project work. Talk with our team about the support your setup needs.
What does "unlimited" really mean?
You can submit as many requests as you need to build your backlog. Limited includes up to 5 tasks per month. Professional supports 2 active tasks at a time; Enterprise supports 3. A delivery slot opens when you review and approve a completed task. Unlimited requests do not mean unlimited simultaneous work.
How do I submit tasks?
A designated user can submit the task request form in your client portal or email the provided address. You do not need to know the technical solution—we review each request to clarify your goals and scope. Read the submission guide.
How long does it take to deliver tasks?
Our goal is to deliver tasks for review within 3 business days after work starts. Each task receives an estimate during assessment and prioritization; customized or complex tasks may need more time. Learn more about delivery.
Can I cancel or change my plan?
You can request to cancel, upgrade, or downgrade with one billing cycle of written notice. Upgrades and downgrades are limited to once every 90 days. Learn more about account changes.
Give your technology ongoing ownership
Protect the systems
your operations run on.
Let’s talk about your technology and the level of management your team needs.