Access.
- A dedicated user for me, never a shared login
- Permissions agreed in writing and scoped to the build
- A sandbox first wherever your CRM offers one
- Access removed at the end of the engagement, confirmed in writing
Changes.
Backups before bulk changes
A full export before any merge, import or mass update, kept for the length of the engagement.
Every change logged
What changed, when, and why, in the decision log you keep.
Your data.
Client data is never sold, shared or used for anyone else's outreach. Tools run on accounts in your company's name, so you control them. I'm happy to sign your NDA or data processing agreement before access.
Outbound.
Sending runs on separate domains in your company's name with proper authentication, so your main domain is protected. Every email includes an opt-out and follows CAN-SPAM.