See what your Salesforce is costing you. In five days, with a price next to every fix.
Read-only access, nothing changes in your org. You get a score for how healthy your Salesforce is, every problem with hours and a price next to it, whether your data is ready for AI, and a plan for the next 90 days. The report is yours, whoever does the work.
Read-only access · nothing changes in your org · readout with your team on day 5
You suspect it is costing money. Nobody can say how much.
Reports are late, the pipeline lives in a spreadsheet, the admin is drowning, and the last partner left a system nobody fully understands. Every quarter someone asks whether the licences are worth it, and the answer is a shrug.
A proposal would take three weeks and start with discovery. You want a number and a plan, from someone who will tell you what not to fix.
Five days. One number. Every fix priced.
One number for leadership
An Org Health Score across six areas. A baseline, so you can see before and after.
Every finding with a price
Ranked by business impact, each with hours and dollars. The sum is the budget to fix everything; the top three are what usually gets done.
AI readiness, in plain terms
If an assistant gives weak answers, the cause is gaps in data. We say which gaps, and what to close first.
A plan that is a budget
A 30/60/90-day roadmap ending in one next step, priced, with the credit already applied.
The report is yours
Take it to any vendor. Some clients hand it to the partner they already have.
One number for leadership. A plan for the team.
The first page. Every finding comes with hours and a price, so the roadmap is a budget, not a wish list.
Page by page
Salesforce Health Check · ReportOrg Health Score
Finding 1 of 12. 14 Flows and 3 triggers compete on Opportunity: 14 hours of admin time a month and stage changes that do not stick. Fix: 32 hours, $2,600.
$1,500 now. $0 if we work together.
- Credited in full against any fix project: Two-Week Wins, Managed Delivery, Extension Layer, Current State Review, Data Migration.
- Valid twelve months from the report date, printed on the report.
- 100% of the fee, one per company. No partial discounts.
Two-Week Wins
Two weeks, one result named upfront, the same named team. A backlog goes to Managed Delivery from $9,000 a month.
About the Two-Week WinsFive business days from access.
Kickoff and access
30-minute kickoff, read-only admin user, the automated scan starts.
Interviews and review
Two 45-minute interviews, manual review of what the scan found.
Estimates and roadmap
The cost of each fix, the score, the 30/60/90 plan.
Readout
60 minutes with your team. Report delivered, credit date printed on it.
Where we have done it.
A big partner launched Salesforce for 52 users and left. We took it over as a Run engagement: full review and fixes in the first week.
All case studiesA big partner launched Salesforce for 52 users and left. We took it over as a Run engagement: full review and fixes in the first week.
Read the caseFor a small team, having a partner who tidies up as they go rather than adding to the pile is worth a great deal.
Questions, and what is not included.
$1,500, credited in full against any fix within 12 months.
You only pay for it if you end up not needing us.
How much of my team's time does it take?
Will you change anything in our org?
We already have a partner.
Is this for a company our size?
What if the report finds nothing serious?
Not included
- No changes to your org: fixes are the next engagement.
- One production org. Several orgs or connected instances are a Current State Review, $4,500–$9,000.
- No line-by-line code review; we assess risk and technical debt.
Book a Health Check.
We reply within one business day with a kickoff slot and the access checklist. The week starts when we have access.
Fixed price. Credited in full against the next project within twelve months.