Packages

Fixed scope. No surprises.

Check the org you have, launch a Salesforce product on a defined scope, keep it running on a monthly retainer, or bring us in by the hour. Every quote follows a free discovery session.

Book a free 30-min scoping call

For an existing org

Org Health Check

A fixed-scope review of the org you already have: what works, what is at risk, and what to fix first. 1 to 2 weeks. Scoped and quoted after a free discovery session.

What it covers

Data model
Automation: Flows, triggers, and leftover Workflow Rules and Process Builder
Security and sharing
Apex and LWC quality and test coverage
Integrations
Limits and technical debt

Add-ons: Data quality review, Release process review.

What you get

A written report, ranked by risk and effort
A prioritized roadmap
Fixed quotes for the top fixes

How it runs

Read-only admin access to your org.

The fee counts toward any project or managed services plan that starts within 30 days.

Quote a health check

Fixed-scope implementations

Launch packages

Defined scope, senior delivery, discovery through go-live. Training and post-launch support are part of every package. Scoped and quoted after a free discovery session.

Sales Cloud Launch
A working sales pipeline, from first lead to signed quote.
4 to 5 weeks
What's included
- Leads, accounts, contacts and opportunities configured to your sales process
- Product catalog, Price Books and a branded quote PDF template
- Web-to-Lead capture, guided Sales Path and up to 5 automations
- Pipeline and revenue dashboards, data migration and two weeks of hypercare
- Leads, accounts, contacts and opportunities configured to your sales process
- Product catalog, Price Books and a branded quote PDF template
- Web-to-Lead capture, guided Sales Path and up to 5 automations
- Pipeline and revenue dashboards, data migration and two weeks of hypercare
Quote this package: Sales Cloud Launch
Service Cloud Launch
Every customer request captured, routed and measured.
4 to 5 weeks
What's included
- Case management with queues, assignment, escalation and SLA tracking
- Email-to-Case and Web-to-Case intake plus a knowledge base
- Service Console with case volume and agent performance dashboards
- Data migration, recorded training and two weeks of hypercare
- Case management with queues, assignment, escalation and SLA tracking
- Email-to-Case and Web-to-Case intake plus a knowledge base
- Service Console with case volume and agent performance dashboards
- Data migration, recorded training and two weeks of hypercare
Quote this package: Service Cloud Launch
Agentforce Launch
One production agent your customers or employees can rely on.
4 to 6 weeks
What's included
- One service or employee agent with up to 5 topics and 10 actions
- Grounded on your Knowledge articles and CRM data
- Guardrails, a test plan in Testing Center and a handoff-to-human path
- Adoption dashboard, recorded training and two weeks of hypercare
- One service or employee agent with up to 5 topics and 10 actions
- Grounded on your Knowledge articles and CRM data
- Guardrails, a test plan in Testing Center and a handoff-to-human path
- Adoption dashboard, recorded training and two weeks of hypercare
Quote this package: Agentforce Launch
Data Cloud Launch
A unified customer profile that your teams can act on.
5 to 7 weeks
What's included
- Up to 3 data sources ingested and mapped to the data model
- Identity resolution for a single unified customer profile
- Up to 5 calculated insights or segments
- One activation back into Sales or Service Cloud, plus two weeks of hypercare
- Up to 3 data sources ingested and mapped to the data model
- Identity resolution for a single unified customer profile
- Up to 5 calculated insights or segments
- One activation back into Sales or Service Cloud, plus two weeks of hypercare
Quote this package: Data Cloud Launch
Experience Cloud Launch
A branded portal for your customers or partners.
5 to 6 weeks
What's included
- One branded customer or partner portal with login and self-registration
- Case or record access with a sharing model review
- Knowledge and search, plus up to 3 custom pages
- Recorded admin training and two weeks of hypercare
- One branded customer or partner portal with login and self-registration
- Case or record access with a sharing model review
- Knowledge and search, plus up to 3 custom pages
- Recorded admin training and two weeks of hypercare
Quote this package: Experience Cloud Launch
Financial Services Cloud Launch
Households, financial accounts and client activity in one place, built for a wealth management firm.
6 to 8 weeks
What's included
- Households on Person Accounts, with relationship roles and a primary member
- Financial accounts and balances, with household rollups that stay correct
- One activity timeline across the household
- Data migration from your current CRM, recorded training and two weeks of hypercare
- Households on Person Accounts, with relationship roles and a primary member
- Financial accounts and balances, with household rollups that stay correct
- One activity timeline across the household
- Data migration from your current CRM, recorded training and two weeks of hypercare
Quote this package: Financial Services Cloud Launch

Need Sales and Service Cloud together? We run both launches as one project on one data model, quoted together.

Book a free 30-min scoping call

Not sure which package fits? That's what the call is for.

Every package includes

Discovery workshop
Recorded training
Configuration workbook
Post go-live hypercare

What sets your price

Prices aren't listed because no two orgs start in the same place. These are what move a quote up or down.

Starting point. A new org, or an existing one that needs cleanup first.
Data to migrate. How many records and source systems, and how clean they are.
Integrations. Each system Salesforce has to talk to.
Scope beyond the package. More processes, automations, reports or objects than it includes.
Custom code. Apex or Lightning Web Components where configuration isn't enough.
Timeline. A go-live date tighter than the package's usual weeks.

Custom Launch

Scoped to fit

Field Service, Revenue Cloud, Marketing Cloud, Slack, a multi-cloud rollout, or a package above with different limits. Same fixed-scope model: discovery first, then a written scope and quote.

Scope a custom launch

Launch Program

20% off

Launch it, then keep the team that built it.

Sign a 12-month managed services agreement alongside your implementation and take 20% off both: the launch package and your first year of managed services. Available with Core Stack or above.

Launch
Pick any launch package. We deliver it on the fixed scope.
Adopt
The team that built it stays on. Training, fixes and the first changes your users ask for, with no handover.
Evolve
Twelve months of enhancements, releases and admin.

Monthly retainers

Managed services

A monthly block of senior hours. Cancel anytime; Launch Program agreements run 12 months. Scoped and quoted after a free discovery session.

Core Stack
25 hours a month
Admin support, bug fixes, user management, minor configuration changes and release readiness.
Best for: Small teams keeping their org healthy.
Quote this package: Core Stack
Modern Stack
Recommended
50 hours a month
Everything in Core Stack plus automations, reporting and dashboards, enhancements and light integrations.
Best for: Teams actively improving their org.
Quote this package: Modern Stack
Full Stack
100 hours a month
Everything in Modern Stack plus Apex and LWC development, complex integrations and architecture reviews.
Best for: Teams shipping custom code and integrations every month.
Quote this package: Full Stack
Custom
100+ hours a month
A dedicated team shaped around your roadmap: the roles, hours and cadence you need, set on a call.
Best for: Consulting firms and enterprise teams that need standing Salesforce capacity.
Quote this package: Custom

By the hour

Time & materials

For custom projects and complex builds outside a fixed-scope package. Bring in one role or a blended team. Rates are shared after a discovery call.

Architect: Org strategy, solution design, data modeling, integration strategy and delivery leadership.
Senior Developer: Apex, LWC, REST APIs, Slack apps, Lambda, complex flows and CI/CD.
Developer: Flows, validation rules, LWC components, unit testing and data loads.
Admin / Analyst: Declarative setup, reports, dashboards, training and documentation.

Beyond the packages

Custom AI & development

MCP servers, AI agents, Agentforce and integrations built to your systems. Scoped and quoted after a free discovery session.

Custom MCP servers
Connect Claude, Agentforce and other AI agents to Salesforce, AWS and your internal systems. Three fixed-scope tiers with auth, tests and docs.
See MCP servers
Custom AI agents
Agents built on the Claude Agent SDK and similar frameworks that work inside Slack, your CRM and your own tools, with evals and guardrails.
See AI agents
Agentforce builds
Topics, actions, prompt templates and Data Cloud grounding beyond the Launch package: multi-agent setups, custom Apex actions and testing at scale.
See Agentforce builds
Custom integrations
REST and event-driven integrations between Salesforce, AWS and third-party systems, including middleware on Lambda and Platform Events.
See integrations

Free discovery session
Included with every engagement. Real scoping on your org, not a sales pitch.
Architect-led delivery
Every engagement is designed and led by a certified Salesforce Technical Architect.
US-based
Central time, working across every US time zone. Onshore senior specialists join when the scope needs them.
One architect, start to finish
The architect who designs your org leads every phase, from build to support.