Engagements

Three ways to accelerate revenue with Salesforce.

From a focused 7-day diagnostic to an ongoing strategic partnership. Every engagement is built around revenue outcomes — not deliverables for their own sake.

Flagship · 14–21 days

Revenue Acceleration Sprint

An intensive, outcome-focused engagement that removes the biggest revenue blockers in your Salesforce environment. Designed for teams that need results this quarter — not next year.

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Deliverables

Executive-level pipeline & forecast audit
Architecture and data model review
Automation refactor (flows, triggers, workflows)
Reporting and dashboard rebuild
Stage definitions and exit criteria
30/60/90 execution plan

Outcome

A measurably faster, more reliable Salesforce environment — and a CRM your reps actually want to use.

Diagnostic · 5–7 days

Salesforce Health Check

A fast, executive-ready audit of your Salesforce org. Quick wins identified immediately, strategic roadmap to follow. Ideal before a major initiative or leadership transition.

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Deliverables

Full org technical audit
Risk and tech-debt assessment
Quick-win backlog (prioritized)
6–12 month strategic roadmap
Executive readout

Outcome

Total clarity on what's broken, what's risky, and what to fix first.

Ongoing · Monthly

RevOps Retainer

A senior RevOps partner in your corner every month. Continuous optimization, governance, reporting, and strategic advisory — without the cost of a full-time hire.

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Deliverables

Continuous Salesforce optimization
CRM governance and documentation
Reporting & dashboard maintenance
Quarterly strategic reviews
Direct Slack/email access

Outcome

A Salesforce environment that scales with your business — not against it.