How we work

Four stages. You always know what happens next.

No black box. We map the leak, build the core, automate and train, then stay with you on retainer.

The centerpiece

Map. Build. Automate and train. Stay.

Map

Find where follow-up breaks

We trace how information moves through your business and find exactly where follow-up breaks between the website, forms, inbox, spreadsheets, and Salesforce.

You get A clear picture of where money is leaking, before anything is built.

Build the core

Centralize around the Salesforce you have

We connect your website, intake, and data around the Salesforce you already pay for, so records, owners, and next steps live in one place.

You get One system where every lead lands with an owner and a next step.

Automate and train

Less busywork. A team that uses the system.

We add automation and practical AI only once the foundation is solid, and we train your team until they actually use it.

You get Less busywork, and a team that works inside the system instead of around it.

Stay on retainer

We act as your Salesforce team

Maintenance, support, small builds, and steady improvement after launch. We keep ownership of the outcome, not just the go-live date.

You get You stop thinking about the technology every day. It keeps getting better.

What makes us different

Not the typical Salesforce consultancy

Founder-led, not handed off

Typical: juniors learn on your budget.

Eric does the work.

We do not sell software

Typical: license incentives.

Independent. No license agenda.

Process before configuration

Typical: configure first.

We understand how your business runs before we touch anything.

Adoption is the deliverable

Typical: training as an add-on.

If your team does not use it, we failed.

AI last, not first

Typical: AI theater on a mess.

Practical AI only after process and data are clear.

We stay

Typical: handoff after go-live.

Retainer means we own the outcome after launch.

See services and buy options