Ongoing Data Support

What it is

Ongoing Data Support is a monthly retainer engagement where Nine-Dots serves as your embedded data team — handling dashboards, reporting, ad hoc analysis, CRM maintenance, and data system support on a predictable monthly basis.

Unlike a project engagement that ends with a deliverable, this is an ongoing relationship. We learn your systems, your workflows, and your questions over time — which means the support gets more valuable the longer we work together, not less.

Who it's for

• Organizations that need ongoing data work but don't have budget for a full-time data analyst
• Nonprofits that need regular reporting for funders or board meetings
• Small and mid-size businesses with CRMs or data systems that need ongoing maintenance
• Teams that just completed a data cleanup or AI project and want to maintain the work
• Organizations where data requests pile up without a clear owner

What's typically included each month

• Refresh and delivery of standing dashboards and reports (weekly, monthly, or quarterly)
• Ad hoc analysis requests — questions that come up in the course of running the business
• CRM data maintenance: deduplication, field cleanup, record updates, list management
• Data system support: troubleshooting, minor configuration changes, user support
• Monthly check-in call with Michael or Ethan to review what was done and what's coming

What we work with

Salesforce, HubSpot, Airtable, Excel and Google Sheets, Power BI, Tableau, SQL databases, and most standard business data systems. We'll be honest if something is outside our scope.

Engagement structure

Monthly retainer with a defined scope of hours. Most clients start at the lower end of the range and scale up as we demonstrate value. Engagements run month-to-month with a 30-day notice to discontinue — we don't lock clients into long-term contracts.

Example outcomes

A regional nonprofit used our ongoing support to produce monthly funder reports, maintain their Salesforce donor database, and answer ad hoc questions from leadership — work that had previously taken 8–10 hours of the executive director's time each month. After six months, the reports were faster, more accurate, and the ED was spending that time on mission-critical work instead.