Two ways to work with us.
A one-time build to get your system live, and a monthly retainer to keep it healthy after launch. Every engagement is scoped to your pipeline — the packages below outline what's included at each level.
Launch Sprint
The full five-stage build — architecture, automation, migration, and handoff — delivered as a single, fixed-scope engagement.
Scoped to your pipeline complexity and number of roles. Book a strategy call for an exact quote.
- License & role architecture built around your team
- Lead capture, routing & qualification automation
- Standard lead conversion & fixed Opportunity path
- Approval process & closing governance
- Custom delivery object with auto-creation on Closed-Won
- Full data migration & deduplication
- Launch, MRR & revenue-split dashboards
- Team walkthrough & formal handoff
Keep the system healthy after launch.
Once you're live, ongoing care keeps automations working, data clean, and support fast — choose the level of coverage your team needs.
For a system that's stable and just needs regular maintenance.
- Monthly system health check
- Workflow & automation audit
- Data deduplication & integrity check
- 24-hour support ticket SLA
For growing teams shipping new automations and reporting regularly.
- Everything in Core Retainer
- Dashboard & reporting reviews (grant, donor, partner-level)
- New automation & object builds as you grow
- Direct escalation path for account-health risk
Common questions.
Why isn't pricing listed as a flat number?
Every build is scoped to your license count, pipeline complexity, and data volume — a five-person team and a fifty-person team need different architectures. A strategy call gets you an exact quote fast.
Can I start with a Launch Sprint and add a retainer later?
Yes — that's the standard path. Most clients launch first, then move to a retainer once the system is live and generating day-to-day usage worth maintaining.
What happens if my data storage grows past the limit?
We architect for storage guardrails from day one — brief text notes on records, heavy files linked from cloud storage — so most clients don't hit the ceiling. If you're close, we'll flag it before it's a problem.
Do you work outside of Salesforce?
Our core architecture practice is Salesforce-native. If your stack is different, tell us on the strategy call and we'll be straight with you about fit.
Book a strategy call for a scoped quote.
No obligation, no generic sales deck — just a walkthrough of your pipeline and what it would take to fix it.