What Is a Tech Task?
A tech task is a small, focused action inside your HighLevel account that takes 10 minutes or less to complete. It's a single, narrowly defined request — something we can log in, do, and finish in one short session.
The Unlimited Tech Task benefit, included exclusively in the Intensive Plan, gives your agency on-demand access to our tech support team through a dedicated Slack workspace, so you can submit as many qualifying tech tasks as you need — with no monthly cap.
Every time you send a message in Slack with a task request, a ticket is automatically created and assigned to a member of our tech support team. That team member logs in, completes the task on your behalf, and reports back in Slack. Each ticket is routed to a different person on our team, so there's no bottleneck on a single individual.
How the Unlimited Tech Task Process Works
The workflow is designed to be fast, simple, and frictionless:
You submit the task in Slack. Drop a message in your dedicated Slack channel describing what you need done.
A ticket is automatically created. Each message you send generates a new ticket in our system.
The ticket is assigned to a tech support team member. Every new ticket is routed to a different person on our team, so requests get picked up quickly.
The task is completed on your behalf. Our team logs in to your HighLevel account, performs the task, and reports back in Slack when it's done.
You don't need to open a support portal, fill out a form, or wait for a scheduled call. If you can describe it in Slack, we can usually handle it.
Examples of Tech Tasks
Below are examples of qualifying tech tasks, organized by the area of HighLevel they touch. This is not an exhaustive list — if your request fits the 10-minute, single-action pattern, it qualifies.
Funnels & Websites
Updating a custom domain on an existing funnel
Connecting or reconnecting a domain in Settings → Domains
Republishing a funnel or website page after edits
Swapping out an image, logo, or favicon on a single page
Workflows & Automations
Changing a workflow trigger (for example, from "Form Submitted" to "Tag Added")
Publishing a workflow that is currently in draft mode
Pausing or activating a specific workflow
Updating the wait time on a delay step
Pipelines & Opportunities
Moving a contact from one pipeline stage to another
Renaming a pipeline stage
Adding a new stage to an existing pipeline
Contacts & Smart Lists
Adding or removing tags from a contact or small group of contacts
Updating a contact's custom field values
Merging duplicate contacts
Importing a small CSV of contacts and applying a tag on import
Creating a new smart list with specific filter criteria
Calendars
Adjusting calendar availability windows or working hours
Updating buffer times before or after meetings
Changing the meeting duration on a calendar
Updating the confirmation or reminder email/SMS on a calendar
Adding or removing a team member from a round-robin calendar
Email & SMS
Updating a single email template's subject line, sender, or body copy
Adjusting "From" name and reply-to address on a template
Verifying or reconnecting a sending domain (DKIM/SPF check)
Updating an email signature block
Memberships, Communities & Other Modules
Publishing or unpublishing a single course lesson
Updating the cover image, title, or description on a course
Granting or revoking a contact's access to a membership or community
Updating community post settings or moderator permissions
The defining characteristic of all of these is the same: clear scope, single action, completable in 10 minutes or less. No planning phase, no design work, no multi-piece build.
How to Get the Most Out of the Unlimited Tech Task
To keep things moving quickly and make sure your tasks are picked up and completed efficiently:
One task per Slack message. Each message becomes its own ticket, so submitting one task at a time keeps the queue clean and gives every request its own owner.
Be specific about the location. Tell us exactly where the change needs to happen — which sub-account, which funnel, which workflow, which pipeline, which contact. The less we have to hunt, the faster it gets done.
State the desired outcome clearly. "Change the trigger on Workflow X from Form Submitted to Tag Added: Lead" is easier and faster to action than "fix my workflow."
Group related changes only when they're truly one task. Updating three fields on the same email template = one task. Updating an email, a workflow, and a pipeline = three separate tasks, three separate tickets.
Lean on us often. This is a true unlimited benefit. The more tasks you delegate, the more time your team gets back to focus on selling and serving clients.
Which Plan Includes the Unlimited Tech Task?
The Unlimited Tech Task benefit is included exclusively in the Intensive Plan, along with other premium features such as 24/7 Priority Live Chat Support, a Dedicated Account Manager, White-Label Client Workshops, Done-For-Your-Client A2P Submission, and unlimited client sub-accounts.
If you're on the Syndicate or Accelerator plan and would like to add Unlimited Tech Tasks to your agency support stack, you can upgrade to the Intensive Plan at any time from your billing portal.
Tech Tasks vs. Marketing Projects
Beyond quick tech tasks, some agencies also want us to take on bigger pieces of work — full build-outs, full systems, full launches. These are what we call marketing projects, and they are a separate offering from the Unlimited Tech Task benefit.
It's worth understanding the difference so you know what to expect when you bring us a larger request.
What Is a Marketing Project?
A marketing project is a larger, outcome-focused engagement where we're building something for you — typically a complete system made up of multiple connected pieces working together to drive a specific result. Projects can take anywhere from a full day of work to several weeks, depending on the scope. They are handled by a dedicated project team (separate from our tech support team) and go through a proper scoping and intake process so expectations, deliverables, and timelines are clear up front.
A simple way to think about the difference: a tech task is an action, while a project is an outcome.
"Update my domain on this funnel" → action → tech task
"Build me a new lead-gen funnel for my chiropractor client" → outcome → project
"Publish my workflow" → action → tech task
"Build me a 60-day nurture sequence for new leads" → outcome → project
"Move this contact to the next pipeline stage" → action → tech task
"Architect my entire sales pipeline with automations and reporting" → outcome → project
If we can log in and just do it in under 10 minutes, it's a tech task. If we need to think, plan, and build before we can deliver, it's a project.
Marketing projects are not included in the Syndicate, Accelerator, or Intensive plans. Your subscription covers tech support, onboarding, and the other benefits specific to your plan — but project work is scoped, quoted, and billed separately as an additional fee on top of your monthly subscription.
This is intentional. Projects involve planning, design, multiple build steps, testing, and dedicated team coordination. Pricing them into a flat subscription would either dilute the quality of the build-outs or raise the cost of the plans for members who don't need them. By keeping projects separate, you only pay for build-out work when you actually need it — and when you do, you get a dedicated team focused on delivering the outcome.
Examples of Marketing Projects
Below are examples of projects, organized by outcome.
Funnel & Website Builds
Building a full webinar funnel from scratch (opt-in page, confirmation page, thank-you page, replay page, sales page, plus all supporting automations)
Building a complete sales funnel for a new offer (long-form sales page, checkout page, upsell, downsell, thank-you page, order confirmation emails)
Designing and launching a full agency website with multiple pages, blog, lead magnets, and integrations
Migrating an existing funnel from another platform (ClickFunnels, Kajabi, WordPress) into HighLevel
Building a client-facing booking funnel with calendar integration, qualification form, and post-booking nurture
Workflow & Automation Systems
Building a complete client onboarding system (welcome series, intake form, kickoff scheduler, document delivery, internal team notifications, status updates)
Designing a multi-channel nurture campaign (email + SMS + voicemail drops + retargeting) across 30, 60, or 90 days
Building a full lead-qualification and routing system that scores leads, tags them, and assigns them to the right team member or pipeline
Creating an abandoned-cart or abandoned-application recovery system across multiple steps and channels
Building a re-engagement campaign for cold contacts with branching logic based on response
Pipeline & Sales System Builds
Architecting a full sales pipeline from lead capture to close, including all stage automations, internal notifications, and reporting
Building a multi-pipeline structure for an agency that runs different service lines, with hand-off automations between pipelines
Creating a referral pipeline with automated tracking, reward triggers, and partner notifications
Membership, Course & Community Builds
Building a full course inside the Memberships product, including modules, lessons, drip schedules, completion certificates, and enrollment automations
Launching a community with onboarding flow, gamification, content calendar, and engagement automations
Setting up a paid membership site with Stripe integration, login flow, content delivery, and renewal automations
Account & Snapshot Build-Outs
A full sub-account setup for a new client (branding, users, calendars, pipelines, workflows, snapshots loaded and customized to their industry)
Building a custom industry snapshot for a vertical (chiropractors, real estate agents, gyms, etc.) that you can re-use across clients
Performing a full account cleanup and reorganization (auditing every workflow, archiving unused assets, consolidating duplicate pipelines, rebuilding broken automations)
Migrating an entire client roster from another CRM into HighLevel
Reputation, Reviews & Reporting Systems
Building a full reputation management system (review request automations across email/SMS, response templates, internal alerts for negative reviews, dashboard reporting)
Designing a custom client-facing reporting dashboard with multiple data sources
Building an internal agency operations dashboard pulling from multiple sub-accounts
AI & Conversational Systems
Building and training an AI conversation bot for lead qualification across multiple intents
Setting up a full SMS/Facebook DM auto-responder system with handoff to a human at the right moment
Designing a voice AI booking system with calendar integration and CRM updates
How to Submit a Marketing Project Request
If you have a project in mind, just mention it in Slack and we'll route you to our project team. They'll scope the work with you, send over a quote, and once approved, assign a dedicated team to deliver it.
Still Have Questions?
If you're not sure whether your request qualifies as a tech task or a project, simply send a message in your Slack channel and our team will help you scope and route it. We're here to make sure the work gets done — quickly, correctly, and under your brand.