Do you provide ongoing support or only project work?
Both. We handle large implementations as well as continuous ongoing support through monthly retainers or flexible pre-purchased hourly blocks.
Everything you need to know about retainers, fractional admin coverage, platform security, team training, and keeping your org healthy long-term.
19 questions answeredBoth. We handle large implementations as well as continuous ongoing support through monthly retainers or flexible pre-purchased hourly blocks.
No. We prioritize flexibility. Many clients like starting with a smaller block of hours and adjusting as their operational priorities shift.
Usually, yes. We assign a primary consultant to your account so you maintain a consistent relationship with someone who deeply knows your business context.
We collaborate with them. We don't replace your internal staff; we act as a force multiplier to handle advanced architecture, code, and overflow tickets.
Yes. We specialize in improving, optimizing, and cleaning up what is already working rather than forcing an expensive, disruptive rewrite.
Absolutely. A massive portion of our ongoing support begins with an audit, untangling technical debt, and deprecating old, broken automations.
We can step in immediately to provide fractional admin coverage to prevent business downtime, offering a whole team of experts for less than a full-time salary.
We evaluate the tradeoff between effort and business benefit. If it blocks revenue, creates data risk, or causes daily pain, it is heavily prioritized.
Response times are tied to your tier. Critical system outages for retainer clients receive same-day or next-business-day triage.
We log all tasks transparently in ClickUp and provide automated weekly or monthly roll-up reports so you know exactly where your budget went.
We recommend quarterly organization health scans, monthly duplicate merges, automated error log reviews, and proactive AppExchange package updates.
Yes (using tools like Hubble/Clientell). Scans surface stale fields, security vulnerabilities, and upgrade needs, which we convert into an actionable remediation roadmap.
We implement data encryption, restricted field visibility, strict profile permissions, and limit bulk data export capabilities to ensure total compliance.
Automated managed backups (like OwnBackup) are highly recommended for everyone. Shield is evaluated primarily for strict compliance or field-level encryption needs.
We enforce the principle of least-privilege by auditing third-party connected apps, simplifying profile structures, and rotating integration keys regularly.
Yes. We design custom homepages, remove unused fields, streamline page layouts, and cut out unnecessary clicks so your team wants to use the system.
Yes, we use a "player-coach" approach. We deliver tailored, role-based training walkthroughs alongside quick, recorded Loom videos for future reference.
We give users a voice during the design phase, identify 1 or 2 quick wins that make their immediate jobs easier, and monitor adoption via native usage reports.
We provide a concise System Overview document, recorded User Acceptance Testing (UAT) reviews, and maintain a living ticket backlog in ClickUp.
No pressure. We'll give you a straight assessment of what your platform actually needs.