Lever Talent Intelligence Standard Consultation Schedule

This Consultation Schedule (“Consultation Schedule”) is subject to the terms and conditions of the Professional Services Agreement located at www.lever.co/professional-services-agreement (the “Agreement”) between Customer and Lever, Inc. (“Lever”) and is made effective as of the date of last signature (“Effective Date”). Where there is a conflict between this Consultation Schedule and the Agreement, this Consultation Schedule will govern. All terms not defined herein shall have the same meaning as set forth in the Agreement.

1. Description of Services.

During the term of this Consultation Schedule, Lever will provide Customer the resources with the required skills to perform the tasks described in the Consultation Schedule (the “SOW Professional Services”).

1.1. Project Summary.

The purpose of the SOW Professional Services is to enable Customer’s understanding and use of Lever Talent Intelligence (“LTI”), a Tableau-based collection of dashboards representing Customer’s Lever data. Customer may also opt to for SOW Professional Services to include minor custom modifications as defined in the Project Scope, provided that the SOW Professional Services do not exceed the number of Service Hours stated in the Project Scope.

1.2. Project Objectives. 

Subject to the risks, assumptions and dependencies set forth in the Consultation Schedule, Lever will provide Customer with the SOW Professional Services to accomplish the following objectives:

  • Train Customer LTI users in the use and understanding of LTI
  • Minor custom modifications in LTI to Customer’s requirements [optional]

2. Project Scope.

Lever Talent Intelligence Standard Consultation project scope:


A Lever Talent Analytics Consultant will provide up to eight (8) hours (“Service Hours”) which may include any of the following activities:

  • Up to three (3) customer calls, up to 1 hour in length for each call
  • Consultation project plan, task management, and follow-up notes from meetings
  • Lever University online learning course that details Lever dashboards in depth, reviews visualizations and key metrics; metric calculations; Lever data schema
  • [optional] Minor custom modifications in LTI to Customer’s requirements, consisting of the following:
    • Add filters, custom fields and/or aggregated fields to existing Lever dashboards
    • Build personalized ‘Summary Dashboard’ consisting of existing components and/or metrics from pre-built Lever dashboards

For the avoidance of doubt, this package does not include custom development of new metrics, new dashboards, or new reports.

The project begins with the Lever University online learning course followed by a consultation call between Customer and the Talent Analytics Consultant (“Initial Consult Call”). Once the project has begun, Service Hours must be used within four (4) weeks of the Initial Consult Call (“Service Hours Expiration Date”). Upon the Service Hours Expiration Date, Customer will forfeit any unused hours and will not be entitled to a credit or refund for unused portions of the Services.

2.1. Project Tasks and Responsible Party.

Tasks Task DetailResponsible Party
LTI In-depth WalkthroughExplanation of dashboard purpose, visualizations, metrics (including definitions and calculations), and Lever data schema.Primary
Draft Requirements for Custom Modifications [optional]Detail and align on Customer custom modification requirementsJointJoint
Custom Modifications [optional]Deliver filters, custom fields and/or aggregated fields to existing Lever dashboards, and/or personalized Summary Dashboard based on aligned upon Customer custom modification requirementsPrimary
Final Review and Wrap Up [optional]Final walkthrough of completed custom modificationsPrimary

2.2. Project Timeline.

The project timeline is outlined in the diagram below:

 Week 1Week 2Week 3Week 4
ActivityConsultation and RequirementsCustom ModificationsReview and FeedbackFinal Review / Wrap up

3. Resources.

Lever will provide the following resources:


Talent Analytics Consultant

  • All aspects of the Lever Talent Intelligence Consultation
  • Analytics and Tableau expert, data integrity and reporting best practice guidance
  • Project management

Anticipated Customer resource needs:

RoleResponsibilitiesEstimated Commitment

Talent Analyst

  • Active participation to review and understand Lever Talent Intelligence dashboards, visualizations, metrics and data schema
  • Provide clear custom modification requirements
  • Review, collect and provide feedback for custom modifications
  • Lever Talent Intelligence and Lever reporting owner upon wrap up

2-4 hours/wk

4. Location.

Lever will provide the SOW Professional Services remotely.

5. Assumptions.

  • Customer will be responsible for confirming and ensuring the participation of Customer resources as needed
  • Customer is responsible for the invitation and scheduling of participants
  • If the Initial Consult Call is postponed by Customer for any reason Customer understands that the next available Initial Consult Call is subject to Lever resource availability