How we engage
We don't sell a menu — we sell a sequence. Most relationships start at the entry stage and move right only as far as the diagnosis justifies.
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 readiness assessment across org health, data health, and AI/agentic readiness. You get a scored diagnostic and a prioritized list of what to fix first — before any build conversation starts.
Start an evaluation →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.
Request recommendations →Delivery · doing the work
Packaged, repeatable builds — assessment tooling, migration accelerators, and agent evaluation frameworks — priced and scoped tighter than open-ended project work.
Scoped implementation engagements: data foundation builds, Agentforce rollouts, Claude integration, Heroku migration execution. Fixed scope, fixed outcome.
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.
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.
Not sure where to start?
| 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 |
A readiness evaluation gives you the diagnostic before you commit to a build.