Packages

Fixed-scope Salesforce & AI packages for small businesses

Pick a named package with clear inclusions, a timeline, and a next step. No endless hourly discovery. Larger build work is scoped after a diagnostic — so you see ROI before a big sticker.

Free Salesforce Self-Check

12 questions. A score. No meeting.

Free

Who it's for

Owner-operated or lean teams (~5–75) already on Salesforce — or with a half-set-up org
Anyone who suspects spreadsheets, inboxes, or memory still do the four jobs

Inclusions

12 scored questions across the four jobs of Salesforce for SMBs
Score (0–24) and bucket: Filing cabinet / Half-built / Usable, leaky / Working
Plain-language guidance on what to do next
No login, no call, no calendar

Timeline: ~10 minutes, self-serve

What this is not: Not a consultation. Not a diagnosis of your org. Not tailored implementation advice.

Start the Self-Check

Salesforce Health Check

A fixed-price look at whether Salesforce is doing the four jobs.

From $1,500

Fixed price by org complexity — scoped after a short intake.

Who it's for

Small businesses already on Salesforce (including abandoned setups)
Owner or ops lead who can grant read-only access or a tight set of screenshots
Self-Check buckets: Filing cabinet, Half-built, or Usable, leaky

Inclusions

Async org review against the four jobs
Written scorecard + punch list (do now / do later / don’t bother)
Note on what’s automated vs still manual
Short data-quality signal — not a cleanup project
Email clarifying questions for 5 business days after delivery

Timeline: Scorecard within ~7 business days after payment and access/files. Typical window 1–2 weeks async.

What this is not: Not a free consult, workshop, or screen-share tour. Not implementation, cleanup, custom code, or ongoing support.

Request a Health Check

SMB Salesforce Kickstart

Fixed-scope setup so your team actually uses Salesforce in ~30 days.

Scoped after Health Check

Outcome-based fixed scope — price set after diagnostic clarity. Not published as a sticker band.

Who it's for

SMBs committed to Salesforce licenses who need CRM to become the real list
Founders / ops leads who can approve a defined mid-scope project
Post–Health Check buyers with a clear build/repair punch list — or warm referrals

Inclusions

Core Sales Cloud (or agreed clouds) configuration
Clean, usable data model for how you sell and operate
3–5 workflow automations (Flow) that kill the worst busywork
Admin handoff training so your team can keep it alive
Written inclusions / exclusions / timeline; change-order if scope expands

Timeline: Typical ~30 days to “team actually uses it” (depends on your response speed and licenses).

What this is not: Not open-ended hourly. Not multi-cloud enterprise transformation. License fees are yours.

Discuss a Kickstart

AI & Automation Sprint

The process is clear. People are still doing it by hand. We kill the busywork in a short sprint.

Scoped after Health Check

Fixed sprint once the busywork path is named — usually after Health Check or a clear process map.

Who it's for

Orgs where Salesforce is usable but leaky — routing, follow-up, docs, or forecast hygiene still manual
Teams that want Einstein / Flow / light AI where they pay off — not AI theater

Inclusions

Scope one busywork path and ship the automation(s) in Salesforce
Before/after process note your team can run without Michael
Handoff: how to monitor, who owns what, what not to turn on

Timeline: Typically 1–3 weeks once scope is locked and access is granted

What this is not: Not a free AI brainstorm. Not unbounded Agentforce rollout. Not custom product development.

Scope an AI Sprint

Salesforce Care

Monthly capped support so you don’t wait for a big project to unblock growth.

Scoped for working orgs

Capped monthly hours + response SLA — terms set after we confirm fit around primary delivery.

Who it's for

Orgs that already work; need enhancements, questions, and light AI experiments
Clients who want a named builder with a hard hour cap — not staff-aug Slack

Inclusions

Capped monthly hours for enhancements, fixes, and questions
Light AI / automation experiments within cap
Written priority queue

Timeline: Month-to-month or short commit — Michael sets terms

What this is not: Not “available 40 hrs/week.” Not enterprise AMS. Not unlimited Slack.

Ask about Care

How we work

You work directly with Michael — solo Salesforce + AI specialist, not a sales ladder.
Fixed scope in writing. Change orders when scope expands. No surprise hourly piles.
HubSpot is Cloud Developer's own CRM. Salesforce is what we implement for you.

Enterprise RFPs, pure staff-aug, greenfield with no license budget, and free “pick your brain” calls without a path to a package aren't a fit. Self-Check → Health Check is the front door.

Take the free Self-Check Request a Health Check