Portfolio project
AI-assisted lead outreach integrated with Salesforce
- Agentforce
- Python
- API
Sales teams needed a more efficient way to identify and engage qualified leads.
Read case study: AI-assisted lead outreach integrated with SalesforceAI & Agentforce
AI-Powered Solutions
Use AI where it earns its place. Start with a practical discovery workshop, then move to a controlled implementation only when the use case is well defined — with clear human review points, not decoration.
Discovery workshop $750 fixed
What this delivers
Business outcomes first — the technology follows.
Responsible AI use
Applied to specific use cases with human review and governance built in from the start.
Feasibility before you build
A discovery workshop confirms the right use case and readiness before committing to an implementation.
Grounded in your data
Solutions integrated with Salesforce and your systems, not generic add-ons.
What's included
Scope is confirmed in a written proposal before any project work begins.
- AI use-case discovery and scoping
- Agentforce configuration
- Prompt and instruction design
- Salesforce and API integration
- Guardrails and human-review design
- Testing, evaluation, and documentation
Pricing
Packages & scope
Transparent launch pricing with clear boundaries.
AI & Agentforce Discovery Workshop
$750 fixed
Best for: Organizations considering AI or Agentforce but needing a practical use case, feasibility assessment, and implementation roadmap before investing in a build.
Includes
- Stakeholder workshop of up to 90 minutes
- Workflow and pain-point review
- Use-case evaluation
- Data and system readiness considerations
- Risk, governance, and human-review considerations
- Prioritized use-case recommendation
- Short written roadmap
Good to know
- Does not include production implementation
- Does not guarantee that a proposed AI use case is technically or commercially viable
- Licensing and platform costs are separate
AI & Agentforce Implementation
Starting at $3,500
Best for: Organizations with an approved, well-defined AI or Agentforce use case ready for a controlled implementation.
Includes
- Agentforce configuration
- AI-assisted workflow
- Prompt and instruction design
- Salesforce or API integration
- Guardrails and human review
- Testing and evaluation
- Documentation
Pricing depends on
Use-case complexity · Data readiness · Integration requirements · Security and governance · Evaluation approach · Human-review requirements · Licensing and usage costs
Good to know
- Licensing and usage costs are separate
- Scope, deliverables, and exclusions are confirmed in a written proposal before work begins
Starting prices reflect common entry-level scopes. Final pricing depends on requirements, complexity, integrations, data quality, testing, documentation, and timeline. Every project receives a written scope and quote before work begins.
Starting prices reflect common entry-level scopes. Final pricing depends on requirements, complexity, integrations, data quality, testing, documentation, and timeline. Every project receives a written scope and quote before work begins.
Case studies
Related work
Frequently asked questions
Where should I start?
Most engagements begin with the $299 Salesforce Health Check. It identifies risks and the highest-value improvements so any follow-on work is focused and well prioritized.
How is project pricing determined?
Fixed-price offers (the Health Check and the AI Discovery Workshop) are listed directly. Project work shows a starting price because scope varies; final pricing is confirmed in a written proposal after discovery.
What is included in a project proposal?
Every paid engagement beyond the fixed offers includes a confirmed scope, deliverables, exclusions, client responsibilities, delivery assumptions, acceptance criteria, a payment schedule, and a change-control process — all in writing before work starts.
Do you offer ongoing support?
Yes. Ongoing Salesforce Support starts at $750/month. The exact monthly allocation and response expectations are customized after discovery and defined in the agreement.
Are licensing and third-party costs included?
No. Third-party licensing, vendor implementation fees, large data migrations, and platform or usage costs are separate and quoted explicitly when relevant.
Start with a Health Check
A focused assessment is the clearest first step toward the right project.