The Downright Assessment
Find out what you actually have, before anyone sells you anything.
I connect read-only to your real systems, look at real data, and hand you a prioritized, priced plan. Assessments start at $2,500, and the fee counts toward any project within 60 days.
In short
The Downright Assessment is a read-only review of your real systems, such as Microsoft 365 and Salesforce, that ends in a prioritized, priced plan. It is for nonprofits and firms that want to know what to fix first before spending money on technology. It starts at $2,500, and the fee counts toward any project started within 60 days.
How it works
Four steps, in plain English.
Step 1
Connect
Read-only access
You grant read-only access to the systems that matter. I can look, but I cannot change anything.
Step 2
Analyze
Real data from your systems
I review your actual settings, licenses, and usage. No questionnaires, no guesswork.
Step 3
Roadmap
Prioritized, priced plan
You get a plain-English plan: what to fix first, what it costs, and what can wait.
Step 4
Build
I do the work, or oversee it
I carry out the plan myself, or manage the vendors you already have.
What it covers
Focused or full.
Both end with the same thing: a plan you can act on.
Choose one area
Focused assessment
From $2,500 · Typically about two weeks
One area, looked at properly. Pick the one that worries you most.
- Microsoft 365 setup and security
- Salesforce or CRM health
- Website, forms, and search visibility
- Overall security basics
All of your systems
Full assessment
Scoped on your free call · Typically three to four weeks
Everything, and how it fits together. Best when nobody has looked at the whole picture in years.
- Microsoft 365, email, files, and devices
- Salesforce or CRM and the data in it
- Security, access, and backups
- Website, phones, and vendors
- Licenses and what you are paying for
Read-only access
I can look. I cannot touch.
You stay in control the whole time. Here is exactly how access works.
01
You grant it
You create a read-only role or login for me in each system. I send short instructions for each one.
02
I look
I review settings, licenses, sign-in records, and usage. Nothing is changed, sent, or deleted.
03
You remove it
When the report is delivered, you switch my access off. It takes about a minute.
What you receive
A plan, not a pile of findings.
A plain-English report
What I found, in order of importance, written for a director or owner, not for an engineer.
A prioritized roadmap
What to fix first, what can wait, and what to leave alone.
Prices for each item
A realistic cost for every recommendation, whether I do the work or someone else does.
A walkthrough call
We go through it together and answer every question. The report is yours to keep either way.
Two-step sign-in coverage
63%38 of 60 accounts
22 accounts can still be opened with a password alone.
License waste
$4,320per year
- Unused Microsoft 365 licenses$2,376
- Duplicate video meeting plans$1,260
- Unused PDF editor seats$684
Prioritized roadmap
- 1Fix nowTurn on two-step sign-in for the remaining 22 accounts$900
- 2Next 90 daysCancel or reassign 29 unused licensesSaves $4,320/yr
- 3LaterMove shared files out of personal drives$2,400
The fee counts toward your project.
Start any project with Downright within 60 days of your report, and the assessment fee comes off the price.
After the assessment
What usually happens next.
You decide. Nothing in the report commits you to anything.
01
Fix the urgent items
Most clients start with the one or two items marked "fix now". These are usually small, fixed-price jobs.
02
Pick a first project
Then one larger item from the roadmap, scoped and priced in writing. The assessment fee comes off if you start within 60 days.
03
Or keep it in-house
Hand the plan to your own staff or current vendor. It is written so that anyone competent can follow it.
For ongoing help after that, there is Technology Partner (ongoing advice and planning), from $1,995/mo.
Questions
Things people ask first.
Can you change anything in our systems?
No. I ask for read-only access, such as the Global Reader role in Microsoft 365 or a read-only login in Salesforce. I can look at settings and reports, but I cannot change, send, or delete anything.
What happens to our data?
It stays in your systems. I review settings, counts, and configuration, and I only record what the report needs. I use business-tier tools that do not train on client data, and you remove my access the day the assessment ends.
How long does it take?
A focused assessment typically takes about two weeks from the day access is granted. A full assessment typically takes three to four weeks. We agree the dates in writing before work starts.
How does the fee credit work?
If you start a project with Downright within 60 days of receiving your report, the assessment fee is taken off the price of that project.
What if we do not hire you afterwards?
Then you have a clear plan you can hand to your own staff or any vendor. Nothing in the report depends on me doing the work.
Ready to see the whole picture?
Start with a free call. I'll ask what you have, and tell you whether a focused or full assessment makes sense.