Advisory Services
Slow Down to Speed Up
Assessments and roadmaps that separate what’s possible from what’s valuable, before anything gets configured.
Engagements
Three ways to start
Each engagement is fixed-scope and runs in weeks; a first conversation sizes which one fits.
01
Jump Start
1 to 2 weeks
- Automated Salesforce org analysis
- Agentforce Revenue Management (ARM) readiness score
- Strategic POV report
Goal Opportunity mapping
02
Quick Start
3 to 5 weeks
Includes everything in Jump Start
- Target capability mapping for ARM
- Use case design and roadmap
- Migration risk mitigation plan
Goal Implementation guidance
03
Transformation Blueprint
4 to 8 weeks
Includes everything in Quick Start
- AI led persona and journey mapping
- Business case and executive ROI
- Enterprise blueprint and roadmap
Goal ROI and transformation roadmap
What you get
Artifacts, not a slide deck
Every engagement produces things your team keeps and can act on.
Strategic Value Map
A top-down view of how your revenue operations serve your business model, with critical path analysis.
Journey Maps and Capability Heatmaps
Persona-level process blueprinting across Sales, Service, and Revenue Ops, surfacing intake bottlenecks and handoff friction.
ROI and TCO Financial Model
Best, base, and worst case investment scenarios that CFOs actually approve, before a line of code is written.
Phased Transformation Roadmap
A sequenced 12 month plus implementation plan, with Phase 1 SOW and governance charter included.
When to bring us in
If any of these sound familiar, start here.
“We’re migrating off CPQ, or coming out of M&A.”
“We aren’t ready” or “it’s too complex.”
“We want Agentforce but don’t know where to start.”
“Sales, Finance, and Ops aren’t aligned on what success looks like.”