How we engage
Choose the support that fits your situation: a readiness assessment, independent advice, implementation, or ongoing operations. We agree the scope and next step with you before work begins.
The work behind the work
Our engagements produce more than recommendations. We work through decision rights, workflow boundaries, architecture constraints, evaluation criteria, and ownership—then connect those choices to an implementation sequence.
Stage 1 · Entry
Low commitment
Stage 2 · Delivery
Implementation
Stage 3 · Ongoing
Retained partnership
Entry · start here
A structured assessment of the business, Salesforce, data, or AI constraints holding your initiative back. Receive a scored diagnostic and prioritized recommendations.
See assessment scope and deliverables →For teams that already know roughly where the gap is and want an outside, expert read on the right architecture, sequencing, or vendor decision before committing budget.
Discuss your next decision →Delivery · doing the work
Packaged, repeatable builds — assessment tooling, migration accelerators, and agent evaluation frameworks — priced and scoped tighter than open-ended project work.
Discuss a packaged solution →Scoped implementation engagements: data foundation builds, Agentforce rollouts, Claude integration, Heroku migration execution. Agreed scope, delivery milestones, and success measures.
Discuss your implementation →Ongoing · retained
Retained coverage for the platform work that doesn't stop after go-live — org health, data quality, and architecture decisions as your Salesforce footprint keeps evolving.
Discuss ongoing support →A tiered retainer built specifically for agentic AI operations — monitoring, evaluation upkeep, and iteration as usage and risk grow past what a one-time build can account for.
Discuss managed AI →A focused starting point
For teams facing a stalled Salesforce initiative, disconnected data, or uncertainty about AI readiness. Start with the business decision you need to make.
The introductory discussion helps establish fit. The assessment is a separately scoped engagement: participants, access requirements, deliverables, timeline, and fees are agreed before it begins. Implementation can be considered after you review the findings.
Discuss an assessmentNot sure where to start?
Begin with the decision you need to make now. The engagement can expand only when the evidence supports the next step.
| If you're saying... | Start with |
|---|---|
| "We don't actually know how ready our data is for this" | Evaluations |
| "We know the gap, we need an outside opinion on the fix" | Recommendations |
| "We're ready to build — here's the scope" | Project work |
| "We need this running and monitored long-term" | Managed AI packages |
Bring the problem, the decision, or the stalled initiative. We will help clarify the right next step.