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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.
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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
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Approach
Discover our methodology focused on
guardrails and governance
for sustainable Salesforce implementations.
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Proof
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Decision Logs and Scorecards
demonstrating measurable outcomes and client success.
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Insights
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Agentforce, Data Cloud, and delivery cadence
best practices.
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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.