Question 1

What does Clear Concise Consulting do?

Accepted Answer

Clear Concise Consulting (CCC) helps organizations make the most of Salesforce. We specialize in implementation, customization, and training for nonprofits and growing businesses. Whether starting from scratch or optimizing what you have, we design practical, user-friendly solutions so your CRM works for you.

Question 2

Who is behind CCC?

Accepted Answer

CCC was founded by Jeremy Carmona, a certified Salesforce consultant and former journalist, supported by a network of admins, developers, and trainers aligned to clear documentation, ethical practice, and continuous learning.

Question 3

Who do you serve?

Accepted Answer

We serve nonprofits needing NPSP/donor management, small-to-mid-sized businesses automating sales/marketing/service, and individuals seeking Salesforce certifications or admin skill growth. Not sure we’re a fit? Book a free discovery call and we’ll point you in the right direction.

Question 4

What consulting services do you offer?

Accepted Answer

Implementation & migration; process automation (Flows, approvals, triggers); data clean-up & governance (dedupe, validation rules, backups, audits); custom reporting & dashboards; and ongoing admin support via retainer.

Question 5

Do you offer training, documentation and templates?

Accepted Answer

Yes. We provide guided templates, checklists, live webinars, on-demand courses, and step-by-step documentation tailored to your org. Many resources are free on the site; premium templates are available in our store.

Question 6

How do I get started on a project?

Accepted Answer

Schedule a free discovery call, receive a scope of work with deliverables, timeline, and pricing, then kick off with a requirements workshop and project setup.

Question 7

Do you work with clients outside of New York?

Accepted Answer

Yes. We serve clients across the US and internationally. Most work is remote via video calls and shared tools, with in-person available for larger projects.

Question 8

How are your services priced?

Accepted Answer

By scope (flat fee) or time-and-materials (hourly). Fixed-price is common for well-defined projects; hourly works best for ongoing support.

Question 9

Do you offer nonprofit discounts?

Accepted Answer

Yes. Registered nonprofits typically receive service and template discounts. We may also volunteer hours for aligned causes.

Question 10

Do you require a deposit?

Accepted Answer

Yes. 30–50% deposit is standard for projects; balance due at milestones. Hourly retainers are invoiced monthly.

Question 11

What types of templates or guides do you offer?

Accepted Answer

Flow templates, data import/export guides, admin project kits, and portfolio projects for practice.

Question 12

Are your resources free?

Accepted Answer

We offer a mix of free blog guides and premium store templates. Paid resources include lifetime updates and email support.

Question 13

How do I access a resource after purchase?

Accepted Answer

Purchases include an email download link; account holders can access past purchases in their dashboard.

Question 14

Do you offer Salesforce training?

Accepted Answer

Yes. Webinars, workshops, self-paced courses, and exam prep for certifications.

Question 15

Can you help me prepare for Salesforce certifications?

Accepted Answer

Yes. Exam prep packages include study roadmaps, mock exams, and one-on-one coaching.

Question 16

What experience level is required for your training?

Accepted Answer

We have beginner, intermediate, and advanced programs. Contact us for guidance.

Question 17

How do I contact support?

Accepted Answer

Email support@clearconciseconsulting.com, use our contact form, or portal/phone for urgent issues.

Question 18

What is your typical response time?

Accepted Answer

We acknowledge tickets within 24h on business days; resolution depends on complexity, with priority for retainer clients.

Question 19

How do you handle confidentiality and data security?

Accepted Answer

We sign NDAs, follow best practices, and avoid sharing data with third parties.

Question 20

What is your typical project timeline?

Accepted Answer

4–6 weeks for simple implementations; 3–6 months for larger projects. Timeline provided upfront.

Question 21

What tools do you use for collaboration?

Accepted Answer

ClickUp or Trello for tasks, Slack/Zoom for communication, Google Drive/Notion for documentation.

Question 22

Do you provide post-project support?

Accepted Answer

Yes. 30 days free support post-project; ongoing support via retainer or hourly.

Question 23

What payment methods do you accept?

Accepted Answer

Credit cards, ACH, PayPal, and Wise for international.

Question 24

What is your refund policy for digital products?

Accepted Answer

7-day refund for templates/courses; project deposits non-refundable once work starts.

Question 25

Are there any contracts or long-term commitments?

Accepted Answer

No. Retainers cancelable with 30 days’ notice.

Question 26

Where are you based?

Accepted Answer

228 Park Ave S #871721, New York, NY 10003, USA. Serving clients worldwide.

Question 27

Do you work with subcontractors?

Accepted Answer

Yes, vetted specialists bound by confidentiality agreements.

Question 28

Can I meet you in person?

Accepted Answer

Mostly remote; in-person workshops/training available in NY area. Travel costs may apply.

Question 29

Additional Questions

Accepted Answer

If your question isn’t covered here, contact us or reach out on social media. We update FAQs regularly.

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