Self-Service: Who Can Help During Development If Needed?

Answered

Krupali Patel

• May 14, 2025 17:37
• Edited

If I choose the self-service model but run into challenges during new development—not a break/fix issue—what kind of support does Cleo offer? Is there someone I can reach out to when I’m stuck?

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• 

  Baran, John

  • May 15, 2025 13:07
  • Edited

  We have a few options for you.
  
  For anything that falls into our Trading Partner Management Services Descriptions, our Services team is ready to help with any new onboarding request or help you make changes to an existing setup.
  
  Depending on what type of services package you may have with Cleo, there are some processess to follow when submitting the request for this. Best place to check is out is our Welcome to Services page.
  
  If you do not have any pre-paid services packages, that's ok. You can still use our portal to Submit a request – Cleo or email the Services team at TPM@cleo.com to initiate the process. We will provide you with a fixed fee price based on this list here: Trading Partner Management Services - Fixed Activity Based Pricing. Once approved, you will receive a Statement of Work (SOW) for you to sign via Docusign.
  
  If this is a more significant or larger project than what is included in the Trading Partner Management Services Descriptions, please contact your Cleo Account Executive or Customer Success Manager. We will be glad to assist by scoping out the project and providing next steps.

  
  
  

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