Most SaaS companies don’t realize how much revenue risk is hiding inside their Salesforce setup—until reporting breaks, forecasts slip, or AI tools fail to deliver.
It usually shows up like this:
Identify what’s broken, where revenue is leaking, and what to fix first.
Fix data, workflows, automation, and reporting so your system actually works.
Prepare your Salesforce for Agentforce, AI workflows, and automation that actually performs.
Support usage-based, seat-based, and hybrid pricing without breaking reporting.
You are:
A one-person RevOps "team" at a Series A/B SaaS company.
Your nightmare:
What we do:
Become your Fractional VP of RevOps. Fix the foundation. Deploy AI. Give you your life back.
Typical investment: $3K audit → $8K-$12K/month for 6-12 months
You are:
Leading engineering at a B2B SaaS or tech-enabled services company.
Your nightmare:
What we do:
Build production-ready AI agents in your Service Cloud that resolve 40-60% of Tier 1 cases — without pissing off customers.
Typical investment: 2-week demo → $25K-$50K implementation
You are:
Running a Salesforce consultancy, getting RFPs that mention "Agentforce."
Your nightmare:
What we do:
White-label Agentforce implementations under your brand. You keep the client relationship and margin. We build the AI.
Typical investment: $15K-$50K per project (white-label partnership)
Your Salesforce "works" but it's held together with duct tape. Reports don't match. Integrations break. Manual workarounds everywhere. You can't deploy AI on top of this mess.
What we do:
Who this is for:
Companies who know their Salesforce needs fixing before they can think about AI. Or companies who just want solid architecture without the AI hype.
Typical engagement:
Starts with $3K audit → Then project-based ($15K-$50K) or ongoing fractional support
You need to scale operations without scaling headcount. Your chatbot failed. You don't trust "AI consultants" who can't actually build this stuff. You need production-ready agents that work.
What we build:
• Sales AI: Lead qualification, opportunity scoring, SDR automation, meeting scheduling
• Service AI: Case resolution, voice/SMS handling, intelligent escalation
• Operations AI: Data enrichment, workflow automation, process optimization
• Executive AI: "What's our pipeline?" "Who's at risk of churning?" "How's support performing?" - Your executives ask questions, AI answers from live Salesforce data. No more waiting for reports.
Who this is for:
Companies are ready to deploy autonomous AI agents. We'll tell you during discovery if your Salesforce foundation is ready (and fix it if it's not).
Typical engagement:
2-week working demo → Production implementation ($25K-$50K, 8-12 weeks)
You need strategic RevOps leadership but can't justify a $200K+ hire. Revenue operations is split across departments. Nobody owns your Salesforce roadmap. You need someone who thinks strategically AND implements technically.
What we do:
Who this is for:
Series A-C SaaS companies where RevOps responsibility is split across Sales/Marketing/CS leadership with nobody owning the system end-to-end.
Typical engagement:
Starts with $3K audit → $8K-$12K/month, 6-12 months (minimum 3 months)
The PLG/SLG Integration Nobody Else Could Figure Out.
The Problem:
Series B SaaS company. Product-led growth brings in users, the sales team tries to convert them, but Salesforce treats PLG users and sales opportunities as completely separate worlds. Plus Chargebee (their billing system) is dumping transaction data into Salesforce like it's a database, creating total chaos for the sales team.
What We Did:
Built an account hierarchy that lets Sales see product usage signals without drowning in billing noise. Sales reps now know which freemium users are power users worth calling. Billing data stays clean and accessible without cluttering the sales workflow.
The Result:
Sales stops wasting time on cold PLG leads. RevOps stops spending 10+ hours/week cleaning up data pollution. Account executives actually use Salesforce again.
What You Get ($3,000 | 2 Weeks):
✓ AI Readiness Score - Most companies score 3/10. We'll tell you exactly where you stand.
✓ The 5 Biggest Blockers - What's actually preventing you from deploying AI agents (it's usually not what you think).
✓ 90-Day Roadmap with ROI Projections - Clear priorities, realistic timelines, expected outcomes.
✓ Competitive Intelligence - Which "AI capabilities" your competitors are faking (and which ones are real).
✓ Strategic Deliverable - Executive-ready document you can use for internal buy-in.
Why Start with an Audit?
Two Ways to Get Started:
Option 1: Book Your Audit
Request Salesforce + AI Readiness Audit
Option 2: Not Sure If You Need an Audit?
Schedule a 15-minute call, and we'll tell you honestly if an audit makes sense for your situation.
1 Hour Call - 1 Problem - 1 Solution
Get a Salesforce Implementation Plan to tackle your biggest Salesforce challenge.
What can you accomplish in one day?