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What happens next
01
Request Review
I review your note to confirm scope and priority, ensuring alignment with your business objectives.
02
Clarification & Scheduling
You receive an email with a few clarifying questions and available calendar slots for our initial discussion.
03
Service Selection
We agree on the first step: 5-Day Assessment, Blueprint, or Governance Sprint based on your immediate needs.
Speed things up
Prepare short answers to these key topics to accelerate our engagement:
Project Fundamentals
  • Objective and success criteria
  • Scope boundaries and constraints
  • Key systems and integrations
Execution Details
  • Timelines and critical milestones
  • Identified risks and concerns
  • Key stakeholders and decision makers
Technical Considerations
  • SI partner involvement (if any)
  • Data Cloud/Agentforce topics
  • GDPR/PIPA constraints and budget band
Start immediately
Ready to Begin?
Don't wait for our call. Take immediate action with our proven methodologies designed for rapid results and clear outcomes.
If you are an SI partner
Partner Review Available
Schedule a focused 30-minute session to discuss partnership opportunities, alignment strategies, and collaborative approaches for client success.
Resources while you wait
Approach
Discover our methodology focused on guardrails and governance for sustainable Salesforce implementations.
Proof
Review our Decision Logs and Scorecards demonstrating measurable outcomes and client success.
Insights
Stay current with expert perspectives on Agentforce, Data Cloud, and delivery cadence best practices.
Privacy and scope
Advisory-Only Services
Our engagement model focuses exclusively on strategic guidance and recommendations without requiring production system access.
Data Protection
We maintain strict protocols with no PII handling via forms or email, ensuring your sensitive information remains secure.
Global Delivery
Services delivered in English and French, with Korean enablement support available for international implementations.
Trusted by Global Leaders
Past projects include:

Our track record spans diverse industries and complex implementations, delivering consistent results for enterprise clients worldwide.