It all starts the same way: a short, no-pressure conversation about what your Salesforce could be doing on its own. You don’t need a plan or a problem statement — just a sense that your team spends too long on work the system should be handling. Thirty minutes, no pitch, and you’ll leave knowing what’s actually possible in your org.
You don’t have to know what to automate
Most people come to us with a feeling, not a spec — a sense that too much of the team’s day goes to work the system should be handling, but not a clear idea of what to fix first. That’s exactly the right place to start. Figuring out what’s worth building is our job, not yours.
You bring the knowledge of your business; we bring the knowledge of what AI can now do inside your org. Between the two, the opportunities tend to surface fast — usually faster than people expect.
What we can build
Almost everything we build comes down to four jobs your Salesforce can now do on its own — reading, deciding, drafting, and keeping data clean. Once AI can do those reliably, inside your org, a lot of manual work simply stops being manual.
| The job | What it means | What it replaces |
|---|---|---|
| Read | Pull meaning from a website, an email, a document, a record | Hours of manual research and reading |
| Decide | Score, rank, route, or flag based on what it read | Gut-feel triage and inconsistent follow-up |
| Draft | Write the first version — an email, a summary, a next step | Blank-page work nobody has time for |
| Tidy | Standardize, de-duplicate, and fill the gaps in your data | The cleanup project that never happens |
In practice that becomes things like lead enrichment (every inbound lead read, scored Hot / Warm / Cold, and routed the moment it arrives), follow-up automation (a first-draft outreach or next-step waiting for your rep instead of a blank field), and pipeline and data cleanup (stale records flagged, duplicates merged, missing fields filled overnight). Most engagements are a version of one of these, shaped to your business — and the best one for you is usually something we find together in that first conversation.
How the engagement works
The whole thing is built to be short, fixed, and low-risk. Three steps, about two weeks, and you always know exactly where it ends.
- A conversation. Thirty minutes, no pitch. We look at how your team works and agree on one thing worth building — one with a clear, real payoff.
- A two-week build. We build it directly in your Salesforce org, show you progress as we go, and tune it against your real data — not a demo sandbox.
- Handoff. It goes live, we walk your team through it, and you own everything we made — it lives in your org, under your control.
This isn’t theoretical
We build the same things in our own business that we build for clients — the lead-enrichment automation on the home page runs in our org every day, on our own pipeline, before we ever recommend it to anyone. If you want to see the thinking in more depth, the blog is where we work through real builds and what they actually take. But the fastest way to find out what’s possible in your org is still a short conversation about it.
What you own when we’re done
This is the part that separates a build from a subscription. When the two weeks are up, what we made is yours — it lives in your Salesforce org, runs on your seat, and keeps working whether or not you ever talk to us again.
The automation, the configuration, and the logic all sit inside your org under your control — no black box, no platform of ours you have to keep paying for, no code held hostage. You can run it as-is, hand it to another admin, or change it yourself. Nothing about the build requires us — what happens after it is a choice, not a dependency.
AI systems aren’t statues, though. Models improve, your business changes, and the moment the first automation starts working it tends to reveal the next two worth building. Some clients carry that care themselves — ownership means you can. Most have us stay close: keeping what we built sharp as the AI underneath it evolves, and catching each new opportunity as it surfaces. Either way, the choice stays yours — which is exactly the point of owning it.
How pricing works
Every engagement is a fixed price, agreed before work starts. No hourly meters, no “starting at,” no number that moves once we’re in. We scope the work in the first conversation, put one number on it, and that’s the number — whether it’s a single focused build or something larger.
We price this way because you’re buying an outcome, not our time. A fixed price keeps us on the same side of the table: our incentive is to deliver the result, not to bill hours against it — and you always know what a thing costs before you decide to do it.
Start the conversation
No forms to qualify you, no junior rep, no pitch. Just thirty minutes with the person who’d do the work, about what your Salesforce could be doing on its own.
No Pitch, Just Possibilities.
It all starts with a conversation
No forms, no funnel — just thirty minutes with the person who'd actually do the work.