How it works
Thirty days from half-used to working.
One fixed price. You see progress every week, you make real changes yourself, and you finish with a Salesforce that fits how you sell.
The 30 days.
We look at what you have
We review your Salesforce, talk to the people who use it, and agree on the few things that matter most.
We fix and build
Clean-up, reports, automations and connections to your other tools, shipped in small pieces you can see and approve.
We hand it over
You learn to make changes yourself, in plain English. You get written notes on everything that was built, and it all belongs to you.
What we can get done.
Your 30 days usually covers several of these. We pick the ones that matter most to you.
Clean up your data
Merge duplicates, fill in missing details and retire old records so you can trust what you see.
Build the reports you use
Dashboards for pipeline, forecast and activity, set up around the questions you ask each week.
Set up a clear sales process
Simple deal stages with the right checkpoints, so every opportunity moves the same way.
Route and follow up on leads
New leads go to the right person automatically, with reminders so none go quiet.
Create quotes and proposals
Generate a clean quote straight from the deal, with approvals where you want them.
Connect your other tools
Keep Salesforce in step with tools like HubSpot, Salesloft and Slack so nothing is typed in twice.
Send alerts that matter
Heads-up on stuck deals, upcoming renewals and big wins, delivered where your team already works.
Email you a weekly summary
A short Monday report of what is moving, what is stuck and where you stand against goal.
What you can count on.
One fixed price
Agreed before we start.
Safe changes
We test before anything touches your live data.
You own it
Everything built, plus the notes, is yours.
Ready to see it on your Salesforce?
Send a note. We will show you one change, start to finish.
Email us