# Keep approved automations working after launch — action sheet

Page: https://holisticgrowthmarketing.com/services/managed-agent-operations.html
Purpose: transactional

## What to establish

Objective: ____________________
Current obstacle: ____________________
Evidence available: ____________________

## Review checklist

- [ ] Runbook and service boundaries
- [ ] Exception and incident routing
- [ ] Credential and permission ownership
- [ ] Document the evidence and owner behind each decision.
- [ ] Agree acceptance criteria before implementation begins.
- [ ] Confirm system access, dependencies, and data handling during discovery.
- [ ] Receive a scoped recommendation with responsibilities and verification steps.

## Next step

Discuss this project: https://holisticgrowthmarketing.com/services/managed-agent-operations.html#inquiry

## Boundaries

Do not include passwords, API keys, payment details or customer records.