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We set up and clean up Salesforce for six industries: wealth firms, insurance brokerages, professional services firms, field service companies, the public sector and healthcare. Each job has a fixed price, written before we start. Wealth firms: we set up a walk in a working org within a few business days of booking. Other industries: ask.
Start with the twenty-minute call: we help you pull three counts from your own Salesforce, with no client names or records shown to us, and you get a fixed price in writing. Wealth firms can also ask about ComplianceFlow.
Compliance records for a wealth firm, kept in Salesforce: client papers, risk answers, trades, review items, money-laundering checks, complaints and client message logs. It has two automatic checks and one dashboard. Read what is in it.
No. Your team logs each client message and picks the channel. ComplianceFlow flags text and WhatsApp messages and makes a review task. It does not read anyone’s phone.
No. It keeps the records and runs the checks described on its page. Your compliance lead decides what the rules require. We give no legal, tax or financial advice.
Ready-to-Run org: $3,500 fixed, plus tax. Data Clean-Up: from $2,500, plus tax, priced by record count. Agent-Ready: $1,950 fixed, plus tax. Care: $900 or $1,650 a month, plus tax.
All prices are in Canadian dollars, plus tax. Salesforce licences are not in these prices. See the catalogue.
Half before we start, half at the walkthrough. Care is billed on the first of each month.
It gets a new written price before it starts.
Yes. Each item in the catalogue is its own job with its own price. You can take one, stop, and come back for the next.
A Ready-to-Run org takes two to three weeks. Agent-Ready takes five business days. A Data Clean-Up gets a fixed number of days, written before we start.
Care starts with three months. After that it runs month to month, and either of us can end it with thirty days’ notice.
Not on your own. Data Clean-Up takes your records in and gives clean records back: duplicates, dead fields and broken automations, with a written report of what changed.
No. We work read-only until you sign off the fix list in writing. You back up your org first. Nothing changes without your written yes.
No. AI may read your setup (fields, rules, reports), not your client records. The AI we use is Claude, by Anthropic.
Care can work beside your admin. It gives you six or twelve senior hours a month.
Senior people only. No junior hand-offs.
No. We don’t hold money.
During a call, nothing. During paid work, a user account you create and remove when the work ends, and our notes about your setup, kept for the job and six years for invoices. How we work and Privacy say more.
Take the readiness score. It shows what is most in the way and what each fix costs.
Fifteen questions, one tap each, no account. Your answers stay in your browser unless you ask for your result by email.