Every org is different. That’s why all engagements begin with a short discovery call to understand your tech stack, goals, and roadblocks. Rather than quote a “one-size-fits-all” package, we tailor scope and pricing to your actual needs—so you pay for results, not bloat.
Tailored to Your Business Needs
Simplifying Salesforce and RevOps so you can ditch the mess, drive adoption, and scale with confidence.
Plans & Pricing: Our Value-First Discovery Approach
Core Services
Salesforce Administration
- User & license management
- Automation: Flows, validation rules, formulas
- Custom objects, fields, page layouts
- Data imports, deduplication, hygiene
- Reports & dashboards
- AppExchange evaluation & implementation
Revenue Operations Consulting
- Sales process optimization
- Forecasting & pipeline visibility
- GTM strategy & lead lifecycle design
- Territory & incentive planning
- Tech stack evaluation & automation
- Alignment across Sales, Marketing, and CS
Strategy & Assessment Sessions
Quick Clarity Session
A focused 45-minute strategy call to tackle a specific Salesforce or RevOps issue. Includes a written follow-up with next steps.
Pricing determined based on urgency and complexity.
Pricing determined based on urgency and complexity.
CRM Roadmapping Session
A 2-hour working session to uncover pain points, align stakeholders, and co-create a high-impact action plan.
Final quote provided after discovery.
Final quote provided after discovery.
Fix & Refresh Services
System Spring Clean
- Field-level audit on up to 3 objects
- Page layout streamlining
- Review and repair up to 5 flows
- Removal of deprecated fields and automations
- Admin notes with best-practice guidance
Custom pricing based on org size and scope.
CRM Health Refresh
- System-wide metadata scan (fields, layouts, flows)
- Review of up to 5 dashboards and 10 reports
- Refresh or replace up to 4 outdated automations
- Health check on record types, layouts, and permissions
- Delivered as a prioritized action checklist with optional quick fixes
Scoping and pricing confirmed during discovery.
Refresh & Roadmap Bundle
Combine strategic clarity with technical refinement in a single, streamlined engagement. Includes:
- CRM Roadmapping Session
- CRM Health Refresh deep-dive
- Follow-up summary with prioritized roadmap
Bundle pricing quoted following initial consultation.
Project-Based Services
We offer scoped project work for more complex needs or major system improvements:
Salesforce Org Audit
Deep review of system architecture, usage, and technical debt
CRM Cleanup Project
Field & flow optimization, deduplication, and automation refinements
Tech Stack Audit
Full GTM tech stack evaluation with integration recommendations
AI Strategy & Enablement
AI readiness, Agentforce & GPT integration consulting
Workshops & Training
Custom sessions for admins, users, or cross-functional teams
All project work is quoted after discovery based on scope, systems, and complexity.
On-Demand Support
Need help fast? Flexible support is available for:
- Hourly engagements
- Half-day and full-day working sessions
Pricing varies based on scope, urgency, and complexity. Let's talk through your needs during discovery to determine the right fit.
Retainer Packages
For businesses that need consistent support and partnership, retainer packages provide flexibility and high-touch service.
Typical tiers include:
Typical tiers include:
- Starter (approx. 10 hrs/month)
- Standard (approx. 20 hrs/month)
- Premium (approx. 40 hrs/month)
Each engagement is custom-scoped. Pricing will be quoted following initial discovery based on your systems, goals, and complexity.
Not sure where to start?
Book a CRM Roadmapping Session, Quick Clarity Call, or the Refresh & Roadmap bundle and we’ll help you select the best path based on your business needs and org complexity.
Let's Talk