Question 1

How long does it take to set up KeelStack?

Accepted Answer

About 5 minutes. Sign up, add your first sponsor (or import your whole list from a spreadsheet), send the magic link — that's the whole workflow. The dashboard opens with a short checklist that walks you through your first portal link step by step.

Question 2

Do I need to install anything?

Accepted Answer

No. KeelStack is a web app — it runs in your browser. There's nothing to install, nothing to update. Works on Chrome, Safari, Firefox, and Edge.

Question 3

Can I import sponsors from a spreadsheet?

Accepted Answer

Yes. On the Sponsors page, choose "Import CSV" — paste rows or upload a file with company name, contact, deal value, and contract dates, and we'll create the sponsor records in bulk. Any column names close to ours work (Company, Business, Brand, Sponsor, Client…), comma-, semicolon- and tab-separated files are all accepted, and columns we don't recognise are simply ignored. There's a downloadable template if you're starting fresh, and rows that fail validation are reported with their line number so you can fix just those. You can always add sponsors one at a time too.

Question 4

Does my sponsor need to create an account?

Accepted Answer

No — that's the whole point of the magic-link portal. You send them one link, they click it, and they're on a branded upload page. No account, no password, no friction.

Question 5

What happens when my 14-day trial ends?

Accepted Answer

Your workspace becomes read-only for a grace period — you can still export your sponsors, invoices, reports, and assets, or add a card to continue on Starter, Pro, or Business. Nothing new can be added until you pick a plan. After the grace period, your data is deleted or anonymized, except for the narrow records we’re legally required to keep for tax, security, and dispute-resolution purposes. We’ll always email you before any deletion window closes.

Question 6

Can I switch plans later?

Accepted Answer

Yes. Upgrade or downgrade anytime from your dashboard. Upgrades take effect immediately; downgrades take effect at the end of your current billing cycle so you keep what you paid for.

Question 7

What’s your refund policy?

Accepted Answer

We operate a no-refund policy on paid subscriptions, and here’s the honest reason why: KeelStack is solo-founded and self-funded, and our payment processor (Dodo Payments, our Merchant of Record) charges a non-refundable fee on every transaction — including refunds. Issuing a refund costs us money we don’t recover, and building that loss into everyone’s price isn’t fair to the customers who stay. That’s exactly why the 14-day trial requires no credit card — so you can confirm the product fits before you pay. We do honor every refund right that local law makes non-waivable (EU/UK withdrawal rights, Indian consumer-protection rights, verified billing errors, and extended outages). Full details are in our Refund Policy.

Question 8

Do you take a percentage of my sponsorship revenue?

Accepted Answer

No. Never. We charge a flat monthly fee — that is the only money we make from you. The better you do, the more value you get for the same price.

Question 9

Does KeelStack work with Substack, Beehiiv, Ghost, and Kit?

Accepted Answer

Yes. KeelStack is platform-agnostic — it doesn't integrate with your ESP directly, it sits alongside it. You paste your open/click numbers from any platform into the reports feature, and KeelStack renders a branded, print-ready one-page report you can save as a PDF or share as a private link.

Question 10

Can I customize the sponsor portal with my brand?

Accepted Answer

Yes. On every plan you can set your publication name and brand color for the sponsor portal and reports. On Pro and Business you can also remove the small "Powered by KeelStack" badge from the portal footer.

Question 11

Do you have an API?

Accepted Answer

Yes — a read-only REST API included with the Business plan. It exposes your sponsors, invoices, reports, and activity with bearer-key auth and cursor pagination, so you can pipe KeelStack data into Zapier, spreadsheets, or a data warehouse. Full reference at /docs/api.

Question 12

What happens to my data if I cancel?

Accepted Answer

Your plan stays fully active until the end of the period you’ve already paid for. After that, your workspace becomes read-only for a grace period so you can export everything — sponsors, invoices, reports, and assets — as JSON or CSV from Settings. You can also permanently delete your account at any time from Settings. After the grace period, your data is deleted or anonymized, except for the narrow records we’re legally required to keep (security logs, billing records for tax law). Full retention details are in our Privacy Policy.

Question 13

Can my sponsor see other sponsors' data?

Accepted Answer

No. Each magic link is scoped to one sponsor only — they see their own upload portal and nothing else. There is no way for them to see your other deals, deal values, or notes.

Question 14

Is my data safe?

Accepted Answer

All traffic is encrypted in transit (TLS). Every query is tenant-scoped — there is no way for one creator to see another's data, and sponsor portal links are scoped to a single sponsor. Admin actions are recorded in an append-only audit log.

Question 15

Are you GDPR compliant?

Accepted Answer

We follow GDPR principles and give you the tools the regulation is really about: one-click data export and full account deletion from your dashboard, per-sponsor data scoping, and an append-only audit trail. If you need a DPA (Data Processing Agreement), email privacy@keelstack.me.

Question 16

Who has access to my account?

Accepted Answer

Only you. We do not access your account without your explicit permission (e.g., for support). All admin actions are logged in an audit trail.

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