// All Products
Three tiers. Fixed prices. No retainers. Whether you want a $69 playbook or a $2,999 done-for-you build — we have the right product for where you are.
// Start Here
Find out exactly what's broken before you spend a dollar.
Free
A rapid 10-point diagnostic to identify the biggest gaps in your Salesforce org.
Free
Audit your pipeline setup for stage hygiene, forecast accuracy, and conversion gaps.
Free
Quantify the revenue impact of your current Salesforce configuration gaps.
Free
Map your Salesforce setup to actual revenue outcomes and identify the biggest levers.
// Tier 1
Instant download. PDF playbooks. Implement yourself in an afternoon.
$99
Fix your pipeline reporting in an afternoon. Includes dashboard configs, field mapping guide, and 5 ready-to-use report templates.
Buy now$79
Automate the handoffs that kill deals. Lead assignment rules, workflow triggers, and email alert templates included.
Buy now$99
Stop landing in spam. SPF/DKIM/DMARC setup guide, Salesforce email opt-out configuration, and bounce management playbook.
Buy now$79
Dashboards your CRO will actually open. 10 pre-built dashboard layouts with step-by-step build instructions.
Buy now$99
Route cases correctly. Hit SLAs. Every time. Includes escalation rules, assignment logic, and SLA milestone setup.
Buy now$69
Clean data in hours, not weeks. Duplicate rules, validation rule templates, and a data audit checklist.
Buy now// Tier 2
We build it. Fixed scope, fixed price, delivered in 5–10 business days via integration user.
Full pipeline stage configuration, forecast categories, opportunity scoring, and executive dashboard.
Lead scoring, campaign attribution, Pardot/Marketing Cloud Engagement setup, and lead routing to sales.
Case routing, SLA milestones, escalation rules, knowledge base setup, and Service Cloud console configuration.
Full org audit, technical debt removal, security review, and a prioritized remediation roadmap.
// Tier 3
Connect via OAuth. We analyze your org with AI. You get a 50+ page report in 48–72 hours.
50+ page audit covering security health, data quality, automation conflicts, unused features, and a prioritized fix list. Read-only OAuth access — no credentials required.
AI-powered analysis of your pipeline health, stage conversion rates, rep performance gaps, and forecast accuracy. Delivered as an executive-ready report.