The front door
The Salesforce + AI Audit
Fixed scope, fixed price, two weeks. Know exactly what to fix in your org and what AI can actually do in your workflows, in writing, with a roadmap you can act on with or without us.
What you get
Four deliverables, all in writing
An org health read
What is solid, what is fragile, and what the fragile parts cost you today: automation conflicts, silent failures, permission risk, integration debt.
An AI-readiness map
Which of your workflows AI can actually improve now, which need groundwork first, and which are theater. Grounded in what we run in production, not vendor decks.
A prioritized roadmap
The work in order, with effort and impact stated plainly, and a fixed quote for the next phase. Take it to us or take it to anyone.
A written report + live readout
Everything in writing your team can act on without us, walked through together on a call.
Who it is for
Care operations and revenue operations teams on Salesforce
If your business runs on patients and cases, or on leads and pipeline, and your org has grown past what anyone fully understands, this is where every engagement starts.
Step 1
Book the call
Thirty minutes: your org, your pains, what access we need. We confirm scope and the fixed price before anything starts.
Step 2
We audit
Two weeks against your real org: metadata, automation, integrations, data quality, and the AI fit of your actual workflows.
Step 3
The readout
The written report, the roadmap, and the fixed quote for phase two, walked through live. You decide what happens next.
Before you book
What teams ask about the audit
- What does the audit cost?
- A fixed price, agreed before we start, based on org size and scope. No hourly meter, no surprise change orders. Book the call and you will have the number before you commit to anything.
- What access do you need?
- Read access to a sandbox or production (your call), granted to a dedicated audit user you can deactivate the day we finish. We review metadata and configuration; we do not need your customer data to do this work, and anything we touch is logged.
- How long does it take?
- Two weeks from access granted to live readout for most orgs. Large or multi-org environments get a scoped timeline in the first call.
- Is this a sales pitch for a bigger project?
- The roadmap includes a fixed quote for the next phase because most teams ask for one. The report is written to stand alone: you can run it with your own team, hand it to another firm, or come back to us. It has to be worth the price on its own or we did it wrong.
- We run patient data. Is that safe?
- We are a HIPAA-compliant organization and audit work is done to HIPAA-compliant standards under a BAA when PHI is in scope. The audit itself works at the metadata and configuration level, not in your patient records.