30% over budget at 12 clients is the point where platform fees stop being background noise and the stack needs a real audit before jumping ship.
Split it into three questions:
- is GHL still the right client-facing home?
- Which charges are driven by real client usage versus your own workflow design?
- which costs should be baked into retainers instead of showing up as surprise overages?
At my agency, when reviewing automation/tooling stacks, the messy surprises usually come from three places: automations firing more often than anyone realizes, AI steps being used where simple rules would work, and old client/account workflows still running after the process changed.
before migrating, pull 30 days of usage and tag each overage as necessary, bad workflow design, client overuse, or orphaned automation. if most of it is bad workflow/orphaned, clean that up first. If most is necessary usage, the platform may be fine but your packaging/pricing needs to catch up.