Salesforce consulting, reimagined

Architecture first.
AI forward.

Salesforce consulting without the unnecessary friction. Senior architecture, automation, and AI delivery — working directly with you, on a retainer designed to compound value every month.

Your revenue system

Always improving

CRM architecture & governance
Workflow, data & integrations
Agentic workflows & AI enablement In focus
One architect Hands-on delivery Ongoing partnership

The problem with how most Salesforce work gets sold

Most Salesforce consulting is sold by the project: a scoped engagement, a handoff, and then radio silence until something breaks. That model rewards speed over stewardship. Technical debt piles up quietly — workflow rules nobody documented, code that was never built to scale, permission models patched instead of designed — until the org is too fragile to safely add the AI capabilities everyone's asking for.

I don't work that way.

A retainer built for the work that never stands still.

Strategic capacity without the project reset.

Assess

Map the system

Find the friction, set technical standards, and make the roadmap usable.

Build

Ship the leverage

Deliver the automation, integrations, and AI use cases that move work forward.

Optimize

Compound the gains

Refine what works, retire what doesn't, and keep your Salesforce system ready for what's next.

Is this the right fit?

A retainer fits when

  • Your org has grown past what ad-hoc admin work can maintain
  • You want one accountable architect, not a rotating bench of contractors
  • You'd rather pay a predictable monthly fee than a stream of change orders

Another path fits better when

  • You need a one-time, tightly scoped implementation with a fixed end date
  • You already have an internal architect and just need extra hands
  • You're looking for Salesforce's own product or billing support

Embedded, not outsourced

The senior Salesforce architect your roadmap has been missing.

A focused monthly engagement for leaders who need sound decisions, clean execution, and momentum that lasts beyond launch.

A focused first conversation

Bring the roadmap, the bottleneck, or the opportunity. I'll meet you there.

Currently taking select retainer partners

Two halves, one system.

Architecture first

Clean data models. Automation that's built to scale, not bolted on piece by piece. Naming and documentation your next admin can actually follow. A permissions model with layers that make sense — not a pile of one-off overrides nobody remembers granting.

This is the boring, unglamorous work that makes everything built on top of it actually reliable.

AI forward

Once the foundation holds, Agentforce and AI-driven automation aren't a gamble — they're the next reasonable step. I evaluate where agentic AI genuinely fits your processes and where it's just noise, and I implement it on architecture that can support it.

Start with the system

Let's turn Salesforce into your next unfair advantage.

Tell me where your revenue system is slowing down. I'll bring a clearer path forward.

One architect. Three stages. Compounding value.

Foundation Assessment · Priority Build · Continuous Optimization