What kind of requests can you send us?
Compare included requests by plan, review work that needs separate scoping, and see which services we do not provide.
The Technology Management Program provides ownership, governance, management, and enablement for your existing systems through ongoing oversight and practical support for day-to-day tasks. This page explains what you can request, the limits for each plan, and what is outside the offering.
On this page
Requests must relate to a technology covered by your program and use features available in your software subscription. Submit your task with the result you need and relevant details. Our team reviews the scope and confirms the next steps during triage.
What you can request
For task requests, each item counts as one task. For example, creating one property, one segment, or one email is one task. Limits on actions, fields, and attached assets define the size or complexity of that item. Training sessions and strategy calls have separate allowances and do not count toward task limits. Browse the four support areas below to compare requests by plan. These limits apply to supported technologies where the relevant feature is available.
Ownership
Get answers, evaluate issues, troubleshoot problems, and maintain ongoing oversight. Monitoring is included program oversight and does not require a task request.
| Request or benefit | Limited | Professional | Enterprise |
|---|---|---|---|
| Evaluate or troubleshoot | 1 item per task | 1 item per task | 1 item per task |
| Ask a question | 1 question per task | 1 question per task | 1 question per task |
| Monitoring | Included program oversight | Included program oversight | Included program oversight |
Governance
Manage access, permissions, users, teams, workflow audits, and data quality. Designated client-portal users are the people authorized to submit requests to Processology.
| Request or benefit | Limited | Professional | Enterprise |
|---|---|---|---|
| Workflow audit | 1 workflow per task | 1 workflow per task | 1 workflow per task |
| Update user permissions | 1 user per task | 1 user per task | 1 user per task |
| Create or update a permission set | 1 permission set per task | 1 permission set per task | 1 permission set per task |
| Add a new user | 1 user per task | 1 user per task | 1 user per task |
| Create a team | 1 team per task | 1 team per task | 1 team per task |
| Manage team membership | 1 user’s team membership per task | 1 user’s team membership per task | 1 user’s team membership per task |
| Data quality report | 1 report per task | 1 report per task | 1 report per task |
| Bulk deduplication using built-in platform functions | Not included | Limited to 250 records or fewer | Limited to 250 records or fewer |
| Designated client-portal users | 1 included | 2 included | 4 included |
Management
Maintain, improve, and adjust existing systems, and create or update the routine items listed below within your current environment.
| Request or benefit | Limited | Professional | Enterprise |
|---|---|---|---|
| Special request | Not included | Requires approval; may be declined if not a good fit | Requires approval; may be declined if not a good fit |
| Create a custom property | 1 property per task | 1 property per task | 1 property per task |
| Create a calculated property | 1 property per task | 1 property per task | 1 property per task |
| Create a simple report | 1 report per task | 1 report per task | 1 report per task |
| Create a simple dashboard | 1 dashboard per task | 1 dashboard per task | 1 dashboard per task |
| Standard campaign setup | 1 campaign; up to 5 attached assets | 1 campaign; up to 10 attached assets | 1 campaign; up to 25 attached assets |
| Chatflow | 1 chatflow; up to 10 actions | 1 chatflow; up to 15 actions | 1 chatflow; up to 20 actions |
| Team inbox setup | 1 inbox per task | 1 inbox per task | 1 inbox per task |
| Form setup | 1 form; up to 10 fields | 1 form; up to 15 fields | 1 form; up to 20 fields |
| Create a list or segment | 1 list or segment per task | 1 list or segment per task | 1 list or segment per task |
| Format a single data set for import (.csv, .xls, .xlsx) | 1 data set per task | 1 data set per task | 1 data set per task |
| Sales email template | 1 template per task | 1 template per task | 1 template per task |
| Build a sales email | 1 email per task | 1 email per task | 1 email per task |
| Marketing email template | 1 template per task | 1 template per task | 1 template per task |
| Build a marketing email | 1 email per task | 1 email per task | 1 email per task |
| Marketing call to action (CTA) | 1 CTA per task | 1 CTA per task | 1 CTA per task |
| Simple workflow | 1 workflow; up to 10 actions | 1 workflow; up to 15 actions | 1 workflow; up to 30 actions |
| Sequence | 1 sequence; up to 5 actions | 1 sequence; up to 10 actions | 1 sequence; up to 15 actions |
| Update an existing deal or service pipeline | 1 pipeline update per task | 1 pipeline update per task | 1 pipeline update per task |
| Simple deal or ticket pipeline automation | Up to 5 actions per task | Up to 5 actions per task | Up to 15 actions per task |
| Meeting link | 1 link per task | 1 link per task | 1 link per task |
| Survey creation | 1 survey per task | 1 survey per task | 1 survey per task |
| Landing page creation | Not included | 1 page per task | 1 page per task |
| Website page creation | Not included | 1 page per task | 1 page per task |
| Connect a native integration from the platform’s app store | 1 integration per task | 1 integration per task | 1 integration per task |
| Knowledge base article | 1 article per task | 1 article per task | 1 article per task |
| Playbook | 1 playbook per task | 1 playbook per task | 1 playbook per task |
Enablement
Use strategy calls and training sessions to plan effectively and build your team’s skills. These sessions have their own allowances and do not count toward task limits.
| Request or benefit | Limited | Professional | Enterprise |
|---|---|---|---|
| Strategy sessions | 1 per month, 45 minutes | 2 per month, 45 minutes each | 3 per month, 45 minutes each |
| Training sessions | 1 per month, 30 minutes | 2 per month, 30 minutes each | 4 per month, up to 60 minutes each |
Additional designated users are available as an add-on. Training sessions and strategy calls do not count toward task limits; each has its own plan allowance. Training sessions support up to 10 attendees. See What’s Included in My Plan? for monthly training allowances, delivery capacity, and other plan benefits.
Maintaining existing systems
Routine maintenance, improvements, and adjustments to existing tools—including phone, podcast, and content remixing configurations—are included where supported and within your plan’s limits. Net-new tool setup, implementation, redesign, and AI-related work are outside program scope.
We help connect and maintain native integrations available in the platform’s marketplace. Integrations outside the marketplace, complex integrations, and custom integrations requiring code or APIs are not included.
You provide the content and assets needed to complete the work. Page creation does not include web design or template changes, and creating a knowledge base article does not include setting up a knowledge base.
Platform-specific features, including Enterprise-plan Operations Hub support and programmable automation for HubSpot, are described on the HubSpot Management Program page.
Special requests require approval
Special requests are available on Professional and Enterprise plans at Processology’s discretion. We may decline a special request if it is not a good fit for the program. Work outside the program’s scope requires a separate scope and quote. Approval of one request does not make every similar request part of the program.
Work outside the scope of your plan
The following items are outside standard program scope. Consultation, advisory work, strategic planning, and implementation for these items also require separate scoping and a quote.
- Advanced tasks that require planning, strategy, and design.
- Platform onboarding or additions.
- Custom object setup or customization.
- CRM architecture changes.
- Changes to a platform’s interface or core functions.
- Knowledge base setup.
- Web design or template changes.
- Account-based marketing (ABM) setup.
- Custom API integrations.
- Custom integrations or integrations outside the platform’s marketplace.
- Complex or advanced integrations.
- DNS setup or customization.
- Smart content.
- Artificial intelligence (AI) related services. Learn more about our AI services.
- Net-new podcast setup.
- Net-new setup of content remixing tools.
- Ad campaign management or new advertising-tool setup.
- Social media content management or new social media-tool setup.
- Buyer intent setup.
- Audience setup.
- Lead scoring setup.
- Marketing SMS setup.
- Net-new phone system setup.
- Advanced automation.
- Advanced imports.
- Advanced workflows.
- Customer portal setup.
- Custom quote design.
- Memberships and protected content.
- Process improvement.
- Process mapping.
- Documentation projects.
Requests to change a platform’s interface or core behavior depend on what the platform supports. We will confirm feasibility before any separately scoped work begins.
Services we do not provide
- Content creation.
- Video creation.
- Employee management.
- WordPress development.
- Legal advice.
- Data enrichment.
Need help with a request?
Describe the result you need, provide relevant content and assets, and identify any deadline or dependencies. See What Is a Task? and Submitting Tasks Effectively.
Contact us through the client portal or email care@processology.net.