Questions owners ask
What data and tool access do you need?
Only the tools that are in scope for your build, such as your email, Google Workspace or Microsoft 365, your CRM or spreadsheet, and QuickBooks if billing or contract data is needed. We ask for the minimum access required through named accounts, agree the access level in writing before the build starts, and you can revoke it at any time.
Who approves outbound messages?
A person at your company. Every outbound message to a prospect or client, including bid follow-ups and complaint closure messages, requires human approval before it is sent. You decide who the approver is, for example the estimator, the supervisor or the owner.
What happens if one of our tools changes?
Workflows are documented at handover so you can see what each step depends on. If you change or upgrade a tool, a workflow may need to be adjusted. We scope that as a change request or a support arrangement agreed with you, and we do not assume a workflow will keep working unchanged after a tool changes.
Who owns the workflows once they are built?
The intent is that the workflows and documentation built for you are yours to keep. Where possible they are built inside accounts you own, and the ownership terms are written into the scope we agree after the walkthrough.