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Rooted Software will provide ongoing support for [Client] in the following systems: [CRM database], [other systems]. Rooted Software will assist with: Setup Consultation for:the creation of reports (standard or BI reporting): 2/monthlythe creation of custom Dashboard Pagesthe creation of automations: 2/monthlyintegration configuration (for existing integrations only)Maintenance Consultation for:best practices for usage of [Client] systemsbusiness processes-based on system capabilitiesdatabase administration tasks (i.e. setting permissions, user groups, archiving records, etc.)Data Health Support based on agreed to, bulk-applied logic (limited by system export and update capabilities)This process may necessitate client manual review or mapping of data to ensure the desired outcome.Common data health objectives include (but are not limited to): Bulk contact updates (such as contact names and contact types)Archiving contacts based on Client
requirementsReview and resolution of duplicate contact recordsBulk gift updates Troubleshooting and Utilization supportRooted Software will respond to unlimited email requests within 1-2 business days of receiving them and resolve these requests based on determined priority.[Client] can request 1, 1-hour consulting calls per month, as needed. (Rooted may require up to one week to accommodate).Support needs will be established and prioritized by collaboration between Rooted Software and [Client]
Rooted Software will provide ongoing support for [Client] in the following systems: [CRM database], [other systems]. Rooted Software will assist with: Setup Consultation for:the creation of reports (standard or BI reporting): 5/monthlythe creation of custom Dashboard Pagesthe creation of automations: 4/monthlyintegration configuration (for existing integrations only)Maintenancedetermining best practices for usage of [Client] systemsbusiness process consulting based on system capabilitiesdatabase administration tasks (i.e. setting permissions, user groups, archiving records, etc.)consulting on internal systems processes documentationData Health Support based on agreed to, bulk-applied logic (limited by system export and update capabilities)This process may necessitate client manual review or mapping of data to ensure the desired outcome.Common data health objectives include (but are not limited to): Bulk contact updates (such as contact names and contact types)Archiving contacts based on Client
requirementsReview and resolution of duplicate contact recordsBulk gift updates Troubleshooting and Utilization supportRooted Software will respond to unlimited email requests within 1-2 business days of receiving them and resolve these requests based on determined priority.[Client] can request up to 2, 1-hour consulting calls per month, as needed. (Rooted may require up to one week to accommodate).Support needs will be established and prioritized by collaboration between Rooted Software and [Client]
Rooted Software will provide ongoing support for [Client] in the following systems: [CRM database], [other systems]. Rooted Software will assist with: Setup Consultation for:the creation of reports (standard or BI reporting): 8/monthlythe creation of custom Dashboard Pagesthe creation of automations: 6/monthlyintegration configuration (for existing integrations only)Maintenancedetermining best practices for usage of [Client] systemsbusiness process consulting based on system capabilitiesdatabase administration tasks (i.e. setting permissions, user groups, archiving records, etc.)documenting internal systems processesData Health Support based on agreed to, bulk-applied logic (limited by system export and update capabilities)This process may necessitate client manual review or mapping of data to ensure the desired outcome.Common data health objectives include (but are not limited to): Bulk contact updates (such as contact names and contact types)Archiving contacts based on Client
requirementsReview and resolution of duplicate contact recordsBulk gift updates Troubleshooting and Utilization supportRooted Software will respond to unlimited email requests within 1-2 business days of receiving them and resolve these requests based on determined priority[Client] can request up to 4, 1-hour consulting calls per month, as needed. (Rooted may require up to one week to accommodate) Support needs will be established and prioritized by collaboration between Rooted Software and [Client]
Automations outside of listed systems excluded for SilverReports and Queries outside of the capabilities of listed systemsCustom reports from a third-party systemScoping, implementation, or support for custom and/or third-party system integrations
Super Admin
Based on Customer need, the below Support options are available and can be selected at time of contract.
Super Admin Pricing
Item/Deliverable
Silver
Gold
Platinum
Description
Report/BI creation
2 Reports Monthly
5 Reports Monthly
8 Reports Monthly
Consulting/Building=We can help them learn to build or build it for them.
Automation setup
2 Automations Monthly
4 Automations Monthly
6 Automations Monthly
Consulting/Building=We can help them learn to build or build it for them.
Data Health/ Deduplication/ Etc.
Included
included
Included
limited by system capabilities and logic used
Consulting Calls (60min. calls)
1/month
2/month
4/month
These can be used at client’s discretion with no rollover- scheduled time: 1 week
Email Requests
Unlimited
Unlimited
Unlimited
1-2 business days response time
Price per-month
$2500
$3750
$5000
Approx Monthly Hours
14
21
28
@175/hr
RevShare
250/m
375/m
500/m
10%
There are no rows in this table
Scope - Silver
Scope - Gold
Scope - Platinum
Additional Details
Exclusions - Support
The following services are considered out-of-scope under this agreement unless otherwise agreed upon:
Project Administration
Rooted Software will setup internal resources for task tracking
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