Client Expectations and Frequently Asked Questions

What Working With HarvestROI Feels Like

This page exists to make projects feel clear, predictable, and low-stress.

If you’re ever wondering:

  • How much time will this take from our team?
  • How do we know we’re successful?
  • What happens if priorities change?
  • Where do I find the latest information?

You’ll find the answers here.

hubspot training
Jump To

How Much Time Will This Require From Our Team?

Your involvement is intentional and efficient.

You can expect to be most involved during:

  • Project kickoff
  • Design and process workshops
  • User testing (UAT)
  • Training sessions

Outside of these moments, your involvement is typically limited to:

  • Reviewing materials
  • Providing feedback or approvals
  • Periodic milestone check-ins

We design the process to respect your time while ensuring the system reflects real business needs.

conversation-assignment-1

How Do We Define Success?

Success is defined at the start of the engagement, not after the work is done.

Common indicators include:

  • Improved data quality and system trust
  • Reduced manual effort for teams
  • Clear, reliable reporting and visibility
  • Strong user adoption across roles

Most importantly, success is measured by business outcomes, not just technical completion.

 

data analysis
HubSpot Training 2

When Not to Worry

  • You’ve shared a new idea and it’s been logged
  • The request doesn’t block current work
  • It’s clearly suited for a future optimization phase

In these cases, everything is working as designed.

When to Reach Out

  • A new request directly impacts a critical deadline
  • Something feels misaligned with your original goals
  • You’re unsure whether an idea should wait or move sooner

That’s a signal to start a conversation, not a problem. We’ll help you assess timing, impact, and next steps.

What If New Ideas or Requests Come Up?

That’s completely expected and part of building the right system.

As new ideas or needs emerge:

  • Requests outside the original scope are documented
  • They’re added to a shared, visible backlog
  • They’re reviewed during Acceleration phases or addressed through intentional reprioritization

This approach ensures progress stays on track without losing valuable ideas or creating last-minute disruptions.

If something is time-sensitive, we’re always happy to talk through options. Whether that’s a change order or additional support alongside your current project.

 

CRM-Illustration

How Is Adoption Handled After Launch?

Adoption is not an afterthought; it’s built into the project.

During delivery, adoption is supported through:

  • Real-world testing during UAT
  • Role-based training
  • In-app guidance and reinforcement via AdoptionHub

After implementation, clients move into an Acceleration phase, focused on:

  • Optimization and refinement
  • Analytics and performance insights
  • Continuous improvement

At this stage, your HarvestROI team may shift to specialists aligned to performance and growth.

hubspot icons

Where Can We See Progress and Project Assets?

You’ll always have visibility into the project.

Clients have access to:

  • A documented project timeline
  • AdoptionHub for task tracking and enablement assets
  • Approved architecture and design documentation
  • Training recordings and walkthroughs
  • A clear, visible backlog of future ideas

These assets serve as the single source of truth for project status and decisions.

funnel improvement

What Should We Expect For Support and Response Times?

HarvestROI operates with defined service-level expectations designed to keep projects moving.

You can expect:

  • Structured response windows
  • A clear delivery cadence
  • Prioritized handling of blockers
  • Transparent communication if dependencies or timelines shift

Service levels are applied within the context of the current project phase and agreed scope.

crm-onboarding-intro-01

How Is Security and Data Protection Handled?

Security is non-negotiable.

All work follows documented best practices for:

  • Permissioning and access control
  • Data handling and governance
  • Compliance and security standards

We do not implement shortcuts or workarounds that compromise data integrity or security.

integrations

What This Means for You as a Client

If something ever feels unclear, this page and your HarvestROI team are here to help.

Real Insights

Clear expectations and communication

Growth-Workshops

Respect for your team’s time

Strategic-Implementation

Transparency into progress and decisions

Facebook Ads

A structured process that still allows flexibility

Web-Application-Dev

A system designed for real-world use and long-term value