The Menu
Order exactly what you need
Fixed-scope engagements with clear deliverables and a price agreed before we start. Most clients begin with one item and come back for more.
Starters
2 weeks · fixed fee
Espresso: Org Health Check
A fast, thorough review of your org: security and sharing, data quality, automation debt, technical limits, adoption and quick wins.
- Findings report ranked by risk and value
- Effort estimate for every fix
- Readout with your team
1 week · fixed fee
Cortado: CPQ Migration Assessment
For Salesforce CPQ customers deciding when and how to move to Revenue Cloud.
- CPQ configuration inventory
- CPQ to Revenue Cloud feature map
- Phased roadmap and budget
Mains
3–4 weeks · fixed fee
Agentforce Readiness Sprint
Pick the right first use case and prove it with a working agent in your sandbox.
- Use case workshop and metrics
- Data and permission readiness
- Working agent, test results, rollout plan
6–10 weeks · fixed fee
Revenue Cloud Quickstart
Product catalog, pricing, quoting and approvals on Revenue Cloud, ready for your sellers.
- Catalog and pricing design
- Quote templates and approvals
- Admin training and documentation
4–8 weeks · fixed fee
Sales Cloud Tune-Up
Fix lead routing, opportunity stages, forecasting and dashboards in an existing org.
- Sales process redesign
- Automation cleanup with Flow
- Leadership dashboards
6–10 weeks · fixed fee
Service Cloud Launch
Cases, omni-channel routing, console and knowledge for a team moving off email or a legacy help desk.
- Case and SLA design
- Routing and agent console
- Knowledge base setup