--- title: Working With BrightReach | BrightReach Group Support description: Who we are, how we work, our method, and what to expect during your engagement with us. --- [Skip to content](https://support.brightreachgroup.com/kb/working-with-brightreach#main-content) English Show submenu for translations [![Brightreach Group LOGO](https://support.brightreachgroup.com/hs-fs/hubfs/Brightreach%20Group%20LOGO.png?width=200&height=200&name=Brightreach%20Group%20LOGO.png)](https://www.brightreachgroup.com/) - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) Open main navigation Close main navigation - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) - English Show submenu for translations - [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) How can we help? - There are no suggestions because the search field is empty. 1. 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[Working With BrightReach](https://support.brightreachgroup.com/kb/working-with-brightreach) # Working With BrightReach Who we are, how we work, our method, and what to expect during your engagement with us. ## About BrightReach - [What BrightReach Group Does](https://support.brightreachgroup.com/kb/knowledge-base/what-brightreach-group-does) - [Is BrightReach a Fit for Your Company?](https://support.brightreachgroup.com/kb/knowledge-base/is-brightreach-a-fit) - [How to Get Started: The Free Systems Review](https://support.brightreachgroup.com/kb/knowledge-base/how-to-get-started) ## How We Work - [How We Handle Scope & Change Requests](https://support.brightreachgroup.com/kb/knowledge-base/scope-and-change-requests) - [How We Work Together: The Operating Rhythm](https://support.brightreachgroup.com/kb/knowledge-base/how-we-work-together) - [How Projects Wrap: Handoff & Ownership](https://support.brightreachgroup.com/kb/knowledge-base/project-handoff-and-ownership) - [Who Does What: Roles on Your Team and Ours](https://support.brightreachgroup.com/kb/knowledge-base/roles-who-does-what) - [Communication & Response Expectations](https://support.brightreachgroup.com/kb/knowledge-base/communication-and-response-times) - [How to Request Work or Raise an Issue](https://support.brightreachgroup.com/kb/knowledge-base/how-to-request-work) See less ▼ ## Onboarding & Kickoff - [Granting HubSpot Access the Right Way](https://support.brightreachgroup.com/kb/knowledge-base/granting-hubspot-access) - [Connecting Your Email, Domains & Calendar](https://support.brightreachgroup.com/kb/knowledge-base/connecting-email-domains-calendar) - [Welcome to BrightReach: What to Expect](https://support.brightreachgroup.com/kb/knowledge-base/welcome-to-brightreach) - [Your First 30 Days](https://support.brightreachgroup.com/kb/knowledge-base/your-first-30-days) - [What We Need From You (and When)](https://support.brightreachgroup.com/kb/knowledge-base/what-we-need-from-you) - [The Data Readiness Checklist](https://support.brightreachgroup.com/kb/knowledge-base/data-readiness-checklist) - [Preparing for Kickoff](https://support.brightreachgroup.com/kb/knowledge-base/preparing-for-kickoff) See less ▼ ## Our Method - [Do We Have to Climb Every Rung?](https://support.brightreachgroup.com/kb/knowledge-base/do-we-climb-every-rung) - [Stage 2: The Process Assessment](https://support.brightreachgroup.com/kb/knowledge-base/stage-2-process-assessment) - [Stage 3: The OS Analysis](https://support.brightreachgroup.com/kb/knowledge-base/stage-3-os-analysis) - [Stage 4: The Design, Data & Architecture Audit](https://support.brightreachgroup.com/kb/knowledge-base/stage-4-design-data-architecture-audit) - [Stage 1: The Growth Systems Review](https://support.brightreachgroup.com/kb/knowledge-base/stage-1-growth-systems-review) - [What the Diagnostic Ladder Is (and Why It Exists)](https://support.brightreachgroup.com/kb/knowledge-base/what-is-the-diagnostic-ladder) See less ▼ ## FAQs - [Who do I contact at BrightReach when something breaks?](https://support.brightreachgroup.com/kb/knowledge-base/faq/who-to-contact) - [How quickly does BrightReach respond to requests?](https://support.brightreachgroup.com/kb/knowledge-base/faq/response-times) - [How do I get training for my team on our HubSpot system?](https://support.brightreachgroup.com/kb/knowledge-base/faq/get-team-training) - [Can BrightReach help after our project is finished?](https://support.brightreachgroup.com/kb/knowledge-base/faq/help-after-project) - [Can I make changes to my HubSpot myself, or should I ask BrightReach?](https://support.brightreachgroup.com/kb/knowledge-base/faq/make-changes-myself) - [What does “the Diagnostic Ladder” mean?](https://support.brightreachgroup.com/kb/knowledge-base/faq/what-is-diagnostic-ladder) See less ▼ - [How-To Guides](https://support.brightreachgroup.com/kb/how-to-guides#main-content) - [Deals & Pipeline](https://support.brightreachgroup.com/kb/how-to-guides#deals-pipeline) - [Email & Meetings](https://support.brightreachgroup.com/kb/how-to-guides#email-meetings) - [Reports](https://support.brightreachgroup.com/kb/how-to-guides#reports) - [Getting Started](https://support.brightreachgroup.com/kb/how-to-guides#getting-started) - [Lists & Views](https://support.brightreachgroup.com/kb/how-to-guides#lists-views) - [The Basics](https://support.brightreachgroup.com/kb/how-to-guides#the-basics) - [User Support](https://support.brightreachgroup.com/kb/user-support#main-content) - [FAQs](https://support.brightreachgroup.com/kb/user-support#faqs) - [Troubleshooting](https://support.brightreachgroup.com/kb/user-support#troubleshooting) - [Getting Help](https://support.brightreachgroup.com/kb/user-support#getting-help) - [Working With BrightReach](https://support.brightreachgroup.com/kb/working-with-brightreach#main-content) - [About BrightReach](https://support.brightreachgroup.com/kb/working-with-brightreach#about-brightreach) - [How We Work](https://support.brightreachgroup.com/kb/working-with-brightreach#how-we-work) - [Onboarding & Kickoff](https://support.brightreachgroup.com/kb/working-with-brightreach#onboarding-kickoff) - [Our Method](https://support.brightreachgroup.com/kb/working-with-brightreach#our-method) - [FAQs](https://support.brightreachgroup.com/kb/working-with-brightreach#faqs) - [Your HubSpot System](https://support.brightreachgroup.com/kb/your-hubspot-system#main-content) - [Users & Access](https://support.brightreachgroup.com/kb/your-hubspot-system#users-access) - [Data & Hygiene](https://support.brightreachgroup.com/kb/your-hubspot-system#data-hygiene) - [Training & Adoption](https://support.brightreachgroup.com/kb/training-adoption#main-content) - [Reference](https://support.brightreachgroup.com/kb/training-adoption#reference) - [Approach](https://support.brightreachgroup.com/kb/training-adoption#approach) - [Servicing Your Customers](https://support.brightreachgroup.com/kb/servicing-your-customers#main-content) - [Setting It Up](https://support.brightreachgroup.com/kb/servicing-your-customers#setting-it-up) - [Day to Day](https://support.brightreachgroup.com/kb/servicing-your-customers#day-to-day) - [Choosing Your Setup](https://support.brightreachgroup.com/kb/servicing-your-customers#choosing-your-setup) - [Security & Compliance](https://support.brightreachgroup.com/kb/security-compliance#main-content) - [HubSpot & HIPAA](https://support.brightreachgroup.com/kb/security-compliance#hubspot-hipaa) - [HIPAA & Data Protection](https://support.brightreachgroup.com/kb/security-compliance#hipaa-data-protection) [![](https://support.brightreachgroup.com/hs-fs/hubfs/BRG%20LOGO%202x1.png?width=500&height=250&name=BRG%20LOGO%202x1.png)](https://www.brightreachgroup.com) BrightReach Group Help Desk End User Support: [usersupport@brightreachgroup.com](mailto:usersupport@brightreachgroup.com)Client Support: [clientrequest@brightreachgroup.com](mailto:clientrequests@brightreachgroup.com) Phone: (888) 434-2894 Hours: M-F 8am - 6pm Eastern Copyright © 2026,