No surprise invoices. Choose a fixed-fee assessment, a scoped transformation or ongoing fractional leadership, or combine them.
Every engagement starts with a free 30-minute discovery call to confirm fit and scope.
CRM audit and governance advisory across 6 domains and 58 checkpoints.
Add a 3-year roadmap: $15,000–$25,000 (4–8 weeks)
Explore Assess →Optimization, integration, Data 360 and Agentforce adoption delivered in scoped phases.
Best after an Assess engagement
Explore Transform →A Fractional CRM Director owning strategy, governance and releases.
For organizations without a CRM leader
Explore Lead →| Capability | Assess | Transform | Lead |
|---|---|---|---|
| Fixed-fee pricing | ✓ | By phase | Retainer |
| Org health audit (58 checkpoints) | ✓ | If needed | Annual |
| Roadmap & governance model | Add-on | Updated | ✓ |
| Hands-on build & clean-up | — | ✓ | Oversight |
| Agentforce & AI adoption | Readiness | ✓ | Program lead |
| Release management | Assessed | ✓ | ✓ |
| Vendor & partner management | — | — | ✓ |
| Executive reporting | Readout | Phase demos | Monthly |
No. Your Salesforce licenses stay under your contract with Salesforce. We can review license usage and help you right-size during renewals.
Yes, and most clients do. A common path is Assess, then one or two Transform phases, then Lead to keep governance on track.
After assessment we scope each phase with deliverables and acceptance criteria, then quote a fixed price or an hourly budget cap.
Yes. AI adoption for Salesforce teams is available at $300–$400/hr or as a fixed-price project. For custom models and agentic AI, see our Data Science & AI practice.
A 3-month minimum, then month-to-month.
Book a free discovery call and we'll recommend the right starting point.