Our Services
A clear path from day one.
Most engagements start with a Discovery phase so we both know exactly what we're working with before committing to ongoing support.
1
Free Exploratory Call
Not sure where to start? Let's talk for 30 minutes. You share where things stand, what's frustrating your team, and what you wish your Salesforce could do — and I'll give you an honest picture of what's possible and how I can help.
2
Discovery & Assessment
A focused 2–4 week deep-dive into your current Salesforce environment. We review your configuration, automation, data health, and integrations to identify gaps and priorities — then deliver a clear roadmap so your support engagement starts with a solid foundation instead of guesswork.
3
Ongoing Salesforce Support
Flexible monthly support structured around your organization's needs and capacity. From light reactive assistance to full administrative ownership, this phase puts a dedicated Salesforce expert in your corner — handling the day-to-day, training your team, and continuously improving your system over time.
Managed Service packages
A clear path from day one.
Based on your company's needs and investment budget, choose a support level that works best for you.
Light Support
Best for organizations that have a handle on the basics but need a reliable expert available when things come up. Covers reactive troubleshooting, minor enhancements, and reporting help — without a long commitment.
Moderate Ownership
The sweet spot for most nonprofits. I take on consistent administrative oversight, keep your data clean and reporting sharp, train your staff, and proactively improve your workflows — so Salesforce stops being a burden and starts being an asset.
High Ownership
For organizations ready to make Salesforce a true strategic platform. I take the lead on system improvement, manage integrations across your full tech stack, and drive proactive optimization — acting as a dedicated Salesforce resource without the cost of a full-time hire.
Support Plans
I offer coaching, consulting, and support for your personal and professional development.
Discovery & Assessment
1,200$Every monthA 2–4 week deep-dive into your current Salesforce environment, reviewing configuration, automation, data health, and integrations to identify gaps and priorities. Starting around $1,200–$2,500- Full configuration and automation review
- Integration mapping across connected tools
- Data health evaluation and risk identification
- Stakeholder interviews and insight gathering
- Prioritized improvement roadmap delivered
- Recommended ongoing support structure
Light Support
900$Every monthBest for organizations that have a handle on the basics. A reliable expert on call for issues, minor fixes, and reporting help — without full-time commitment. Starting around $900–$1,400 per month- Reactive assistance
- Minor enhancements
- Reporting help
- Best Value
Moderate Ownership
1,600$Every monthConsistent admin oversight, clean data, staff training, and proactive improvements. Most nonprofits start here. Starting around $1,600–$2,800 per month- Administrative oversight
- Reporting & data support
- User training
- Workflow optimization
- Documentation development
High Ownership
3,000$Every monthFull strategic ownership of your Salesforce platform — integrations, optimization, and everything in between. Starting around $3,000–$4,500 per month- Strategic platform improvement
- Integration coordination
- Expanded system management
- Proactive optimization