ClixTell

• Discovery & scoping

• Objectives alignment: Define business goals, success metrics, and key use cases.

• Current-state assessment: Review existing systems, data formats, integrations, and workflows.

• Requirements document: Capture functional and non-functional requirements, security/compliance needs.

• Preliminary solution design: High-level architecture, data flows, and maturity plan.

• Estimated timeline: 1–3 weeks (can be longer for complex environments).

• Planning & design

• Project plan: Milestones, resource commitments, risk register, governance model.

• Data mapping & onboarding strategy: Identify data sources, data quality rules, and migration approach.

• Integration design: List APIs, middleware, authentication, and third-party connectors.

• UX/UI design (if applicable): Any end-user interfaces, dashboards, or reports.

• Delivery plan & success criteria: What “done” looks like for each phase.

• Estimated timeline: 2–6 weeks, depending on complexity and stakeholders

• Environment setup

• Dev/Test/Prod environments: Provisioning, access controls, and security baselines.

• Initial data load: Mock data or a limited seed dataset for testing.

• Tooling & DevOps: CI/CD pipelines, logging, monitoring, backup strategies.

• Estimated timeline: 1–4 weeks.

• Configuration & development

• Module configuration: Set up features, workflows, rules, and permissions.

• Custom development (if needed): Small extensions, connectors, or automation scripts.

• Integrations: Connect to CRM, ERP, analytics, data warehouses, or other systems.

• Data migration: Transfer and normalize historical data.

• Quality assurance (QA): Functional testing, security testing, performance checks.

• Estimated timeline: 4–12 weeks (variable by scope and complexity).

• Customization scope

• Configurability vs. customization: What is achievable through UI/configuration alone

• Code-level customization: Are custom scripts, plugins, or modules supported? Language/SDK constraints

• Workflow customization: Can you tailor approval routing, SLA timers, and business rules

• B. Features commonly customizable

• Data model: Schemas, fields, entities, relationships.

• UI/UX: Dashboards, reports, dashboards widgets, themes, branding.

• Automations: Triggers, actions, webhooks, scheduled jobs.

• Integrations: Pre-built connectors, REST/GraphQL APIs, data mapping.

• Security & access: Roles, permissions, single sign-on (SSO), auditing.

• Localization: Language support, formats, date/time conventions

• Limits and governance

• Sandbox vs. production parity: Availability of a testing environment for changes.

• Change control process: How changes are approved, versioning, rollback options.

• Performance impact: Limits on custom scripts, throughput implications.

• Vendor support for customization: Scope of design reviews, code reviews, and maintenance.

• Timing and cost of customization

• Lead times for change requests: Typical SLA for quote/approval, development, testing.

• TCO implications: One-time customization cost vs. recurring maintenance.

• Upgrade compatibility: How updates affect customizations and need for rework.

• One-time or initial costs

• Product license or subscription fees: Per user, per feature, or tiered pricing.

• Implementation services: Discovery, design, configuration, integrations, data migration.

• Data migration services: Cleansing, mapping, and migration tooling.

• Custom development: Any bespoke features or connectors.

• Training: Admin and end-user training sessions.

• Ongoing costs

• Maintenance & support: Annual or monthly fees for support, updates, and patches.

• Infrastructure hosting: Cloud hosting costs if not fully SaaS, including compute, storage, backups.

• Add-ons & connectors: Fees for premium modules or third-party integrations.

• User-based charges: Additional costs for extra named or concurrent users.

• Service-level options that impact cost

• Support tiers: Standard, premium, 24/7, dedicated account manager.

• Response times: SLA-based targets for critical, high, medium, low issues.

• Premium services: Onsite assistance, dedicated project management, quarterly business reviews.

• Other financial considerations

• Data export rights: Costs or limitations if you terminate and export data.

• Contract terms: Minimum terms, renewal pricing, and exit penalties.

• Upsell risk: Potential future costs for feature migrations or platform shifts.

Training options to inquire about

• Onboarding training: live sessions (virtual or on-site) for admins and end-users.

• Self-service resources: knowledge base, product manuals,FAQs, video tutorials, and quick-start guides.

• Role-based training: targeted modules for admins, data engineers, analysts, marketers, etc.

• Hands-on workshops: praktijk-style sessions focused on common use cases.

• TRAINING cadence: initial bootcamp vs. ongoing quarterly sessions.

• Training materials availability: access duration, replays, updated content after releases.

• Certification or accreditation: optional credentials for admins or power users.

• Localization: language availability for training materials.

Support options to inquire about

• Support tiers: Standard, Premium, Enterprise; 24/7 support or business-hours only.

• Response times / SLAs: targets for critical, high, medium, and low severity incidents.

• Support channels: email, phone, chat, in-app support, dedicated account manager.

• Onboarding assistance: dedicated PM or customer success manager during adoption.

• Proactive support: health checks, usage analytics, suggested optimizations.

• Escalation process: how and when issues are escalated, with contact points.

• Community / peer support: access to user communities or forums.

• Success metrics: planned check-ins, quarterly business reviews, success plans.

• Data protection controls to confirm

• Data encryption: at rest and in transit (e.g., AES-256, TLS 1.2+).

• Access control: granular roles/permissions, least-privilege, SSO/SAML, SCIM for provisioning.

• Authentication: multi-factor authentication (MFA) options.

• Auditing & logging: immutable logs, change history, access logs, log retention periods.

• Data residency: where data is stored geographically; options for regional data centers.

• Backup & disaster recovery: frequency of backups, RPO/RTO targets, failover procedures.

• Platform security practices: vulnerability management, penetration testing cadence, patch management.

• Data isolation: customer data segregation in multi-tenant environments.

• Compliance mappings: GDPR/CCPA, HIPAA (if relevant), SOC 2/ISO 27001, etc

• Data lifecycle: data retention policies, archiving, and deletion processes.

• B. Data privacy and governance

• Data ownership: confirm that your organization retains ownership of its data.

• DPIA/PIA support: assistance with data protection impact assessments.

• DLP capabilities: policies to detect and prevent sensitive data exposure.

• Audit trails: who accessed what data and when; tamper-evident records.

Update cadence to expect

• Frequency: monthly, quarterly, or as-needed for critical fixes.

• Release types: feature releases, security patches, bug fixes, and hotfixes.

• Public roadmaps: availability of a roadmap and timelines.

Update management processes

• Delivery model: SaaS updates pushed by the vendor vs. customer-managed upgrade windows.

• Change communication: release notes, impact assessment, and backward-compatibility notes.

• Testing in staging: availability of a sandbox or staging environment to test updates.

• Downtime during updates: planned maintenance windows, if any, and rollback options.

• Impact on customizations: guidance on how updates affect any integrations, APIs, or custom code.

• Upgrade assistance: whether professional services assist with major upgrades.

• Clixtell does not store or trade information from your Google AdWords account and only accesses it via MCC (My Client Centre).

• They do not sell or pass your data to third parties except under specific circumstances like user consent, company sale or merger, legal requirements, or fraud protection.

• Users have rights under GDPR and other data protection laws to access their personal data held by Clixtell.

• Data may be processed and stored outside the US/EU with reasonable steps to ensure security.

• The user is responsible for reviewing third-party privacy policies when using third-party services through Clixtell.

• Data security is emphasized, though electronic transmission carries inherent risks.

• Clixtell respects GDPR compliance for vendor and third-party services.

• Clixtell offers flexible and scalable pricing models, with subscription tiers based on users, transaction volume, and features.

• Plans are customizable to meet the unique needs of businesses and agencies, allowing to scale the solution as organizational requirements change.

• Help with configuration and rule setting is available to tailor fraud detection to specific business needs.

• Early renewal or prepayment often comes with discounts.

• The standard process includes reviewing contract performance, legal updates, and stakeholder input to align with evolving business needs.

• Contract renewals emphasize centralized management of contract dates and automated reminders to avoid missed deadlines.

• Clixtell retains the right to discontinue services or block a user without prior notice for breach of terms.

• Users must indemnify Clixtell for claims arising from breach of terms.

• Specific cancellation terms are not detailed but implied by standard SaaS practices of subscription management and termination clauses.

• GDPR compliant for user data processing and third-party vendor compliance.

• Adheres to EU GDPR 2018 and UK Data Protection Act 1998.

• Implements data security measures to protect information in transit and at rest.

• Observes legal frameworks for data retention, access rights, and disclosure under lawful requests.

• Complies with ad platform policies (Google Ads, Bing Ads) related to data handling.