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Bring your stuck deal.

Free, no obligation. A 30-minute conversation about your Salesforce + GTM stack and where AI workflows could plug in. We listen 80%, ask three sharp questions, then send a written 48-hour recap with our honest read — including "don't do this" when that's the answer.

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Book 30 minutes.

Book a discovery call

Cal.com link goes live week of June. Until then, the button opens an email — same calendar, same operator.

02 What to expect
01
Three questions.

What are you working on? What have you tried? What does success look like in 12 months? You bring a stuck workflow or a CRM you don't trust; we listen 80%, talk 20%, and map it live.

02
A 48-hour written recap.

One page, regardless of fit. What we heard. Our recommendation. Proposed next step. Including "don't do this" if that's the right answer. If we're a fit, a fixed-fee range and timeline. If not, a referral. Most consultants ghost or send a templated proposal. Ours is custom, written, and honest.

03
No deck. No pitch.

The 30-minute call is free, no obligation. It's the qualifier. Everything past it — Sprint, Build, Retainer — is paid, fixed-fee, written. That structure is intentional and stays that way.

Operator note — The 30-minute discovery call is the only free surface in the engagement model. Everything past it is paid — Sprint, Build, Retainer. The recap is the differentiator.

Same calendar. Same operator.

Free, no obligation. Written 48-hour recap regardless of fit.

Book a 30-minute discovery call