One broken process, fixed in production in two weeks.
The result is written down before day one. The same two people build it, test it with your process owner, and release it in a window you choose, with a tested rollback. $5,500, or $4,000 after the Health Check credit.
The first GoodLeap result was a two-week fix: marketing attribution automated at Opportunity creation
One thing is broken. Everyone knows which.
The nightly import that fails twice a month. The automation that fires twice on every Opportunity. The report that never reconciles with finance. It has been on the list for a year, and the last quote came back as a three-month project.
You do not need a transformation. You need that one thing fixed, in production, by someone who will still be there when it ships.
One result, in writing, then shipped.
A "done" you can check
The result is one sentence a process owner can confirm: "the 02:00 import has run clean for ten days".
The same two people, start to finish
Named in the proposal. The person who scopes it is the person who releases it.
A governed release, not a hotfix
Sandbox build, UAT with your process owner, a release window you choose, a rollback tested beforehand.
A record for your compliance file
Who asked, who built, who approved, how it rolls back. Documentation you keep.
Every change leaves a record.
Who asked, who built, where it was tested, who approved, how it rolls back. The format your compliance team can file.
Nightly loan-org sync moved to a scheduled job
- Requested by
- Head of Lending OperationsTransfers failed silently twice a month; found in the morning
- Built by
- Lead engineer, named in the proposalSame two people since release 1
- Tested in
- A full copy of the system, then by the usersTest script signed by the operations lead
- Approved by
- Compliance ✓ IT ✓ Business owner ✓
- Release window
- Friday, 02:00–06:00 ETRollback tested: 20 minutes, no data loss
- Result
- No incidents. Thirteenth change to the live system. None of the thirteen caused one.
Named results. Done means one sentence your process owner confirms.
Each of these was built for a firm like yours, priced the same way and released the same way. Start from one of them or name your own.
A referral pipeline with an owner, a stage and a conversion rate
Done means: Every referral has an owner and a stage from the day it arrives; the dashboard shows how many are open, where, and how many converted this quarter.
$40,100 a year of revenue was found in the referral data once it was in one place.
Custodian data in one client view
Done means: An adviser opens a household and sees the custodian accounts, balances and the last contact on one screen, without leaving Salesforce.
Charles Schwab data, 100% integrated, inside Financial Services Cloud and a managed package.
Nightly transfers that stop breaking
Done means: The 02:00 transfer between the loan system and the orgs has run clean for ten working days, and someone is paged before the loan officers notice when it does not.
20,000 records a night that used to fail every other week; 13 governed releases since, zero incidents.
Marketing attribution set at Opportunity creation
Done means: The lead source is on every new Opportunity automatically; nobody fixes attribution by hand at month end.
The first GoodLeap result, shipped in the first two weeks.
Two weeks, one release.
Confirm the result
The "done" statement, the process owner, the release window, the rollback plan.
Build and test
Sandbox build, unit tests, a UAT playbook for your process owner.
UAT and sign-off
Your process owner runs the playbook. Compliance and IT sign the change record.
Release
Governed release in the agreed window, smoke test, change log entry, a week of watch.
Questions, and what is not included.
Fixed price after scoping. The Health Check fee is credited in full.
If the scope was wrong, we say so in the first days and re-scope before any work.
What counts as "one result"?
What if it takes longer than two weeks?
Can we start without a Health Check?
Who is on the calls?
Not included
- A second result. If the Health Check found a backlog, the next step is Managed Delivery.
- Data migration beyond what the fix needs.
- Licence changes or purchases.
Make your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.