No mystery. No 60-page proposal. Just a clear, predictable process — from your first message to the final handover. Here’s exactly what to expect, week by week.
I’d rather lose a misaligned project than waste your time. Here’s exactly when Solutions4SF makes sense — and when it doesn’t.
Before I show you the detailed phases, here’s the simple version — what happens between your first email and a working Salesforce + Pardot stack.
Free 30-minute strategy call. We map where revenue is leaking and what your current Salesforce/Pardot setup looks like. No sales pitch — just a structured conversation.
Duration: 30 minutes
Within 24–48 hours, you get a clear scope document: what we’ll do, in what order, with what timeline and price. Fixed-scope, not hourly. No surprises.
Duration: 24–48 hours
Kickoff within 2 weeks of signed agreement. Same person on the call writes the automation rules, configures scoring, and migrates your data. No hand-offs.
Duration: 2-week kickoff window
Whether it’s a $1,500 audit or a $30,000 full architecture rebuild — every project follows the same four phases. The difference is depth, not structure.
Before I touch a single setting, I need to understand what you have and where it’s broken.
This is where the work actually happens. The same person who joined your kickoff call configures, codes, and migrates — personally.
Your team learns the system as we built it — not as a one-time PowerPoint at the end.
After launch, you get 60 days of direct access — included in every project. No hidden retainer.
Every Solutions4SF engagement ends the same way — not with you depending on me, but with your team owning the system completely.
Every automation rule, scoring decision, sync configuration, and integration point documented in plain English — not Salesforce metadata XML.
Step-by-step guide for the 10–15 most common operations your team will need to do post-launch (add a field, troubleshoot scoring, resync, etc.).
2–3 sessions for admins, marketers, sales ops — recorded so new hires can onboard themselves without paying me again.
Permanent record of every major decision and the trade-offs considered — so future you (or your next consultant) understands the “why”.
Visual maps of data flows, integrations, and dependencies — so anyone joining your team can understand the system in 30 minutes.
Direct access for questions, tweaks, and edge cases — included. No hidden retainer, no surprise bills, no “upsell window”.
If you’re considering reaching out, you probably have these questions. Here are honest answers.
Scope changes happen — especially after Discovery reveals something we didn’t expect. When that happens, I write a short Change Order document (1–2 pages): what changed, why, and the impact on timeline/price. You sign or decline. No hidden “by the way, that’ll be $5K extra” conversations.
Yes — happy to sign your standard NDA before the strategy call if that’s required. If you don’t have one, I have a simple mutual NDA template ready.
Absolutely — I encourage it. The whole point of the Architecture of Independence is that your team owns the system after handover. The more they shadow during Phase 2, the less training they’ll need in Phase 3.
Then we design the system to match your team’s actual skill level. If your admin can manage Pardot Engagement Studio but not Apex code, I won’t build solutions that require Apex knowledge to maintain. The architecture matches the team — not the other way around.
Yes — remote-first by default. I’ve worked with teams in the US, UK, Canada, Ukraine, and EU. Time zones matter for live calls (I overlap with EU mornings and US East Coast afternoons), but the work itself is async-friendly.
$1,500 Pardot Audit. That’s the minimum entry point. It’s a 1–2 week diagnostic that gives you a written report and a prioritized roadmap — you can take it to anyone for implementation, not just me.
Yes — that’s actually the most common scenario. Most clients come to me because their previous consultant left without documentation. Discovery Phase 1 is specifically designed to reverse-engineer what’s there before changing anything.
Because that’s the opposite of what I sell. The Architecture of Independence is the philosophy that your team should own the system — not depend on a vendor for life. If I locked you into a retainer, I’d be doing exactly what I criticize agencies for. Some clients hire me again 6–12 months later for new scopes — that’s a healthy signal, not a contractual obligation.
30-minute strategy call. No sales pitch, no obligation. We’ll map where your Salesforce + Pardot setup is leaking revenue — and you’ll leave with clarity, even if we don’t work together.
Book a Strategy Call →30 min · Free · No sales pressure