TrueMonthFAQ
Questions, answered plainly.
Access, data, cost, timing and what happens if you leave. If your question isn't here, ask it on the call.
All questions
Before you book.
Do you need our passwords?
No. Your admin creates a read-only key, a connected app or a scheduled export for us, and can switch it off at any time from your side.
How is this different from the reports in our CRM?
Your CRM reports on what is inside the CRM. We join it with your ads, phones, accounting and other systems, define each metric once, and keep the history, so the same number shows up in every meeting.
We already have Power BI or Looker Studio.
Good. We can publish the cleaned data and metric definitions into the tool you already use, or provide the monthly review on its own.
How long does setup take?
Two to four weeks from the day access is granted, for most businesses. Systems that need a vendor approval or a scheduled export can add a few days.
What if our data is messy?
It usually is. Duplicates, old statuses and missing sources are part of the job. We document what we find, agree the rules with you, and the reconciliation shows exactly how our numbers tie to yours.
What does it cost?
Pricing is set after a 20-minute scoping call, based on your systems, locations and refresh frequency. You receive a written quote within two business days.
Who owns the data?
You do. It lives in a database kept for your business alone, you can export it at any time, and we delete it when you ask or when the engagement ends.
Do you need customer personal data?
Almost never. Totals and record IDs are enough for nearly every metric. We don't need names, emails or phone numbers of your customers, students, donors or tenants to count them.
Can we cancel?
Yes. After a three-month minimum, plans are month-to-month with 30 days' notice. Your data exports with you.
Can you write back to our systems?
No. Every connection is read-only. We never change records, settings or campaigns in your systems.
Who sees our dashboard?
Only the people you invite. Each user has a named account with multi-factor sign-in, and access can be limited to specific locations or teams.
How often does the data refresh?
Weekly on Starter, hourly on Growth and Scale. Some systems only offer scheduled exports; those refresh on the export schedule.
What happens if a sync fails?
We are alerted, not you. The data health page shows when each source last synced, and we fix gaps before they reach your review.
Do you work with healthcare businesses?
We don't take on work involving patient health information covered by HIPAA.
Can we start small?
Yes. Most clients start with one fixed-scope dashboard covering their two most important systems, then add sources as they go.
Where are you based?
We serve businesses across the United States, remotely. Calls happen during your business day.
Next step
See your own numbers on one screen.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email hello@truemonthhq.com