Start in your own words

What would you like
to make easier?

You don’t need to know the name of the service. A short description is enough to find out whether I can help.

Agree the work before paying.

Send a short brief first. The scope, fee, timing, revisions and payment arrangement are confirmed in writing. Recurring reporting also needs an agreed billing start and cancellation terms. No card details or subscriptions are collected here.

Send a short email.

The draft includes four prompts. Answer what you can, or write your own note.

Open an email draft

The draft opens your email app; you choose when to send. Or copy the address and start a message in the email service you use.

Describe the data before sending files. Leave out passwords, payment details, and unnecessary personal records. We’ll agree on the information and transfer method needed for the work.

Four things that help

  1. 1. What is difficult today?A messy file, an undocumented task, or options that are hard to compare.
  2. 2. What do you already have?File types, approximate size, walkthroughs, quotes, or examples.
  3. 3. What would a useful result look like?What should you or a teammate be able to review, decide, or do?
  4. 4. Is there a deadline to consider?Timing is confirmed after the inputs and scope are reviewed.
Download the simple project brief (.txt)

Cleargrain Docs corrections guarantee

Your agreed deliverable, done right.

  1. Report a problem within 30 days of delivery. A covered problem is a failure of the delivered work to meet the agreed written scope.
  2. Covered corrections are free. They do not use your included preference-revision allowance. New requests and preference changes remain subject to the revision allowance and written scope agreed for the project.
  3. A clear response and correction window. We’ll acknowledge your report within two business days and correct covered problems within ten business days after receiving the information needed to verify and correct them.
  4. A refund if the covered problem remains unresolved. If we cannot correct it within that correction window, we’ll refund the fee for the affected work. If the covered problem makes the entire package unusable, we’ll refund the full package fee. We’ll initiate the refund within five business days after the correction window ends.

The written scope identifies the deliverables, their fees, and the checks for completion. This guarantee covers the agreed deliverable. It does not guarantee business results.

A few practical questions.

What if I’m not sure which service fits?

Describe the problem and the result you need. Scoping starts there; you do not need to choose a package or technical solution first.

What do the fixed packages cost?

The spreadsheet cleanup pilot and one-procedure pilot are $150 USD each; five procedures are $750 USD. The supplier comparison pack is $250 USD, CRM import preparation is $150 USD, and the intake pilot is $350 USD, subject to a feasibility check. Open-order reporting is $250 USD setup plus $300 USD per monthly billing period for four scheduled updates. Catalog preparation and broader custom work are quoted after review. Each offer has specific limits; final fit, timing and payment arrangements are agreed before work begins. Compare all services and their scope limits.

Will you change our live systems?

The cleanup, documentation, comparison, reporting and import-preparation services deliver files for review. The intake pilot can connect approved apps only after a feasibility review, an agreed scope and explicit access permissions. Live ERP changes and broad system access are not included.

When can the work be delivered?

Mention any deadline in your first email. Delivery timing is confirmed after reviewing the files or walkthroughs and agreeing on what the finished work includes.

Are the sample projects real client work?

All examples use fictional data and were prepared to demonstrate the approach. Their available files, checks and limitations are explained in the walkthroughs. They do not claim client results.