Ready-to-Run org
$3,500fixed, plus tax. Two to three weeks.
Your industry’s model, stages, rules, reports and one dashboard, built and walked with you.
For professional services firms
Salesforce, built for professional services firms.
In many professional services firms, the same three things go wrong. New work arrives by email, so intake depends on who read which message. Matters or engagements sit in one place and the pipeline sits in another, so no one sees the whole picture. And the billing hand-off is done by hand, so details get lost between the finished work and the invoice. An org built for you puts intake, matters, pipeline and the billing hand-off in one flow.
The fix list
What we check in a professional services firm’s org
- One record per client, with duplicates merged.
- An intake process in Salesforce, not only in someone’s inbox.
- Matters or engagements and the pipeline kept in one place.
- A clean hand-off from finished work to billing, with nothing typed twice.
- Clear rules on who can see each matter, and why.
Book a call
Twenty minutes about your firm’s Salesforce.
We help you pull three counts from your own Salesforce: duplicate records, deals or cases that are no longer real, and paid licences nobody uses. No client names or records are shown to us. You get a fixed price in writing the business day after the call.
Want to see a working org for your industry? Say so in your message, and we tell you in writing when one is ready to walk.
Clients, matters or engagements, pipeline, intake, billing hand-off. Built for your firm.
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The catalogue
Four things we do, each with its price.
All prices are in Canadian dollars.
Data Clean-Up
Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.
Your records in, clean records out: duplicates, dead fields, broken automations, with a written report of what changed.
Agent-Ready
$1,950fixed, plus tax. Five business days.
Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.
Care
$900 or $1,650a month, plus tax. Three-month start, then month to month.
Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.
Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices.