FAQs
About Clear Concise Consulting
What does Clear Concise Consulting do?
Clear Concise Consulting (CCC) helps organizations make the most of Salesforce. We specialize in implementation, customization and training for nonprofits and growing businesses. Whether you’re starting from scratch or trying to optimize existing processes, we design solutions that are practical and user‑friendly. Our goal is to simplify the complex and make your CRM work for you.
Who is behind CCC?
CCC was founded by Jeremy Carmona, a certified Salesforce consultant and former journalist. Jeremy is backed by a network of Salesforce administrators, developers and trainers who share a passion for clear documentation, ethical practice and continuous learning. You can read more about our values and history on the About page.
Who do you serve?
We work with:
Nonprofit organizations that need NPSP (Nonprofit Success Pack) configuration or donor management solutions.
Small‑to‑mid‑sized businesses seeking to automate sales, marketing or service workflows.
Individuals who want to become Salesforce certified or improve their admin skills.
If you’re not sure whether CCC is the right fit, schedule a free discovery call – we’re happy to point you in the right direction even if we aren’t the solution.
Services & Engagement
What consulting services do you offer?
We provide a range of services, including:
Implementation & migration: setting up new Salesforce orgs, migrating from spreadsheets or other CRMs and configuring objects, fields and automation.
Process automation: building flows, approval processes and triggers to streamline repetitive tasks.
Data clean‑up & governance: deduplication, validation rule design, backup strategies and data quality audits.
Custom reporting & dashboards: creating reports and dashboards that give actionable insight to executives and staff.
Ongoing admin support: retainer packages for on‑call admin help, updates and best‑practice advice.
Do you offer training, documentation and templates?
Yes. CCC publishes guided templates, checklists and training materials to help your team build confidence. We host live webinars, record on‑demand courses and provide step‑by‑step documentation tailored to your configuration. Many resources are free on the website, and premium templates are available in our store.
How do I get started on a project?
Discovery call: Schedule a free 30‑minute consultation to discuss your goals and challenges.
Proposal: We’ll send a scope of work outlining deliverables, timeline and pricing.
Kick‑off: Once you approve the proposal, we’ll start with a requirements workshop and set up your project in our project management system.
Do you work with clients outside of New York?
Absolutely. We serve clients across the United States and internationally. Most of our work is done remotely via video calls and shared project tools, but in‑person workshops can be arranged for larger projects.
Pricing & Packages
How are your services priced?
Our projects are priced either by scope (flat fee) or time‑and‑materials (hourly). Fixed‑price engagements are common for well‑defined implementations, while hourly retainers are better suited for ongoing support. We’ll recommend the best model after our discovery call.
Do you offer nonprofit discounts?
Yes. We believe in making technology accessible. Registered nonprofits typically receive a discount on service rates and templates. We may also volunteer a limited number of hours to causes aligned with our values.
Do you require a deposit?
For project engagements, a 30–50 % deposit is standard to secure scheduling and begin work. The remainder is invoiced based on milestones. For hourly retainers and small tasks, we invoice monthly.
Templates, Guides & Resources
What types of templates or guides do you offer?
Flow templates: pre‑built automations for common nonprofit and sales use cases.
Data import/export guides: step‑by‑step instructions and sample CSVs.
Admin project kits: checklists for audits, merges and user training.
Portfolio projects: curated practice projects to build your resume.
Are your resources free?
We provide a mix of free and premium resources. Free guides are available through blog posts and newsletter sign‑ups. Premium templates and course bundles are sold through our store. Every paid resource includes lifetime updates and email support.
How do I access a resource after purchase?
When you complete a purchase, you’ll receive an email with a download link. Templates are delivered in formats such as CSV, Excel or PDF. If you create a user account, your purchases remain accessible in your dashboard.
Training & Certification
Do you offer Salesforce training?
Yes. Our training offerings include:
Webinars and workshops: live sessions on topics like automation, reporting and user adoption.
Self‑paced courses: video lessons with quizzes and hands‑on exercises.
Exam preparation: tailored study plans and practice questions for Salesforce Administrator and other certification exams.
Can you help me prepare for Salesforce certifications?
We’re happy to coach you through the certification journey. Our exam prep packages include a study roadmap, exam guide breakdowns, mock exams and one‑on‑one coaching sessions. Certification requires dedication; we provide structure and accountability to help you succeed.
What experience level is required for your training?
We offer programs for beginners, intermediate admins and advanced users. Each course description notes the recommended prerequisites. If you’re unsure which path to choose, send us a note and we’ll advise you.
Support & Communication
How do I contact support?
For support or general inquiries, email us at support@clearconciseconsulting.com or use the contact form on our website. For urgent issues, clients with active support agreements can reach us via our client portal or phone hotline.
What is your typical response time?
We aim to acknowledge support tickets within 24 hours on business days. Resolution times depend on issue complexity; simple requests may be resolved the same day, while more complex fixes may take 3–5 business days. Retainer clients receive priority.
How do you handle confidentiality and data security?
Data privacy is paramount. We sign mutual non‑disclosure agreements and follow best practices for access control. We never share your data with third parties and encourage the use of separate sandboxes and two‑factor authentication for sensitive work.
Implementation & Project Management
What is your typical project timeline?
Project length varies based on scope. A simple implementation may take 4–6 weeks, while larger migrations or custom development projects can span 3–6 months. We provide a detailed timeline with milestones before starting.
What tools do you use for collaboration?
We rely on industry‑standard tools:
Project management: ClickUp or Trello to track tasks and milestones.
Communication: Slack and Zoom for meetings and updates.
Documentation: Google Drive and Notion for shared documentation and deliverables.
You’ll receive access to a dedicated workspace to monitor progress and provide feedback.
Do you provide post‑project support?
Yes. We offer 30 days of complimentary support after project completion to address minor adjustments and user questions. For ongoing support, clients can purchase a monthly retainer or pay‑as‑you‑go hours.
Payment & Policies
What payment methods do you accept?
We accept all major credit cards, ACH transfers and PayPal. Payments are processed through secure third‑party providers. For international clients, we also accept Wise transfers.
What is your refund policy for digital products?
For downloadable templates and courses, we offer a 7‑day refund if the product doesn’t meet your expectations. To request a refund, reply to your purchase confirmation with your reason and we’ll process your request promptly. Project deposits are non‑refundable once work has begun.
Are there any contracts or long‑term commitments?
No. Each project or training package is a stand‑alone engagement. For retainer services, you can cancel with 30 days’ notice. We believe you should work with us because you find value, not because you’re locked into a contract.
Legal & General
Where are you based?
Our headquarters and mailing address are:
Clear Concise Consulting
228 Park Ave S #871721
New York, NY 10003
United States
We serve clients worldwide.
Do you work with subcontractors?
Yes. We occasionally bring in vetted specialists for areas like custom development or change management. All subcontractors are bound by confidentiality agreements and work under our supervision to ensure quality and consistency.
Can I meet you in person?
Most of our engagements are remote, but we’re happy to arrange in‑person workshops or training sessions in the New York area. Travel costs may apply for engagements outside our local area.
Additional Questions
If you have a question not covered here, please contact us or reach out on social media. We update our FAQ page regularly based on common inquiries. Remember that your questions help us improve our resources for everyone.