Questions

Everything founders ask first.

Preflight

Is Preflight really free?

Yes. It’s read-only, and you get the report and a fixed quote either way, within 2 business days of getting access.

Will it slow down my CRM?

No. The scanner stays inside Attio’s and HubSpot’s rate limits, and when either one says slow down, it waits and tries again.

What does it look at?

Contacts, companies and deals, up to 20,000 of each. It skips custom objects, emails and notes.

Does the score reflect my pipeline?

Yes. Pipeline is one of the seven dimensions, and it carries the heaviest weight of the seven. Stuck, unowned, dead-owned and dateless deals all pull it down, and the ones that carry a dollar line get priced separately in the dollar figure.

Where do the dollar figures come from?

Named assumptions, printed in your report right next to the math. One example: 4 minutes of rep time per duplicate per month, at $65 an hour. Give us your numbers and we’ll re-run it.

Overhaul

What does “done” mean?

A checklist you sign at kickoff. Every line on it is pass or fail, and when all of them pass, we’re done.

What if you don’t hit it?

Every item on the checklist we agree at kickoff passes within 7 business days, or the balance is on us.

Do I need to be on calls during the build?

No. One 30-minute kickoff, one 20-minute handover.

Will you change anything I didn’t approve?

No. We touch only what’s on the signed checklist. Anything else becomes a new piece of work, agreed with you first. We snapshot your data before any bulk change, regardless.

Can you move us off spreadsheets or another CRM?

One migration is included: we map your spreadsheets or your old CRM in and reconcile it row for row.

Who owns what you build?

You do. It’s your workspace, full stop. No lock-in, no retainer.

Access and security

What access do you need?

One read-only token for Preflight, one scoped build token for the Overhaul. Never admin, billing or user management. Full detail →

How do I revoke it?

One click in your CRM’s settings. Access keys are revoked and deleted at handover.

What happens to the scan data?

Scan data is deleted within 30 days unless you hire us. If you hire us, that data becomes the “before” half of your handover pack.

Automations

When can I get Flight Plan, Radar or Black Box?

They’re coming, but soon isn’t a date, and we don’t publish dates we can’t keep. Pricing on request.

What we don’t do

Do you write emails, run sequences or do outbound?

No. We don’t write sequences or copy, and we don’t build strategy decks. We build the CRM, and it keeps running after we leave.

Ask away.

Email jack@updraftgtm.com, or book a call and ask it live.