First, we look.
You create a user account for us. We read your setup: fields, rules, automations and reports. We change nothing. If you want a quick start, take the readiness score first.
How a job runs
How a job runs: look, price, yes, build, walk-through.
Do not start a project with a price based on a guess. Every job follows the same order: we look, we price, you say yes, we build, and we walk you through it.
Then, a fixed price.
We write a fix list, a fixed price and a set number of days. Anything outside the list gets a new written price before it starts.
You sign off.
Nothing changes in your org without your written yes. You back up your org first. Half the price is paid before we start.
We build the fix list.
Senior people do the work, item by item. No junior hand-offs.
We walk you through it.
We show you each change in your own org. A system nobody uses does not help, so the walkthrough is for the people who use it each day. For a Data Clean-Up, you also get a written report of what changed. The second half of the price is paid at the walkthrough.
Then we hand it back.
When the work ends, you remove our user account. If you want help after go-live, Care gives you six or twelve senior hours a month.