Salesforce · Sales Cloud · Foundation
A clean Sales Cloud foundation for a small team: one sales process, lead routing, email integration and your data loaded, live in 3 to 4 weeks.
From $10,000
- Timeline: 3–4 weeks
- Sized for: Up to 25 users
- 1 sales process and pipeline, up to 8 stages
- Lead assignment and conversion mapping
- Outlook or Gmail integration with Einstein Activity Capture
- Up to 10,000 records imported from one source
- Admin and end-user training, recorded
What is included and what is not
Included
- 1 discovery workshop (2 hours)
- Org settings, fiscal year and currency
- Up to 25 users, 3 profiles or permission sets, 1 role hierarchy (up to 3 levels)
- Standard objects: Leads, Accounts, Contacts, Opportunities, Activities
- 1 sales process with 1 opportunity record type and up to 8 stages
- Lead assignment rules (up to 5) and lead conversion mapping
- Up to 15 custom fields and 3 Lightning record pages
- Outlook or Gmail integration and Einstein Activity Capture
- 2 notification flows
- 5 reports and 1 dashboard
- Import of up to 10,000 records from 1 CSV source (accounts, contacts, open opportunities)
- 1 admin training (90 min) and 1 end-user training (60 min)
Not included
- Agentforce agents
- CPQ / Revenue Cloud
- Custom objects
- Territory management and forecasting
- Approval processes
- Integrations other than email and calendar
- Data from more than one source; closed opportunities and activity history
Full scope, assumptions and acceptance criteria →
Most popular
Salesforce · Sales Cloud · Growth
Sales Cloud for a scaling team: up to three processes, automation, forecasting, AI lead scoring and an Agentforce agent switched on, with your CRM data migrated.
From $22,000
- Timeline: 6–8 weeks
- Sized for: 25–75 users
- Up to 3 sales processes and pipelines
- 8 automation flows and 1 approval process
- Collaborative forecasting and AI lead scoring
- Agentforce SDR or Sales Coach agent, 1 topic
- Migration of up to 25,000 records from one CRM
What is included and what is not
Included
- Everything in Foundation
- Up to 75 users and 2 discovery workshops
- Up to 3 sales processes, record types and pipelines
- Up to 3 custom objects and 40 custom fields
- 8 record-triggered or scheduled flows and 1 approval process (e.g. discounts)
- Collaborative forecasting for 1 forecast type; AI lead scoring
- Agentforce SDR or Sales Coach agent enabled with 1 topic and up to 3 actions, tested against 10 scripted cases
- 15 reports and 3 dashboards
- Migration of up to 25,000 records from 1 CRM, including open and closed opportunities
- 1 Vantage Point accelerator (RecordIQ, Dynamic Forms, Advanced Data Table or Field Set)
- 3 training sessions
Not included
- CPQ / Revenue Cloud
- Agents beyond 1 topic (see AI Agent Build)
- Activity history import; records beyond 25,000 (org migration add-on)
- Custom Apex or LWC
- ERP, marketing automation or telephony integrations
- Territory management
Full scope, assumptions and acceptance criteria →
Salesforce · Sales Cloud · Enterprise
Multi-business-unit Sales Cloud with territories, integrations, agents and governance, scoped after an assessment.
Quote-based
- Timeline: 8–16 weeks
- Sized for: 75+ users
- Multi-business-unit design, up to 3 units
- Territory management
- Up to 3 Agentforce agents
- Up to 2 integrations
- Legacy CRM migration with mapping workshop
What is included and what is not
Included
- Everything in Growth
- Multi-business-unit design (up to 3 units)
- Territory management
- Up to 3 Agentforce agents
- Up to 2 integrations from the MuleSoft or native connector list
- Custom Apex or LWC up to 40 hours
- Legacy CRM migration with mapping workshop (up to 250,000 records)
- Sharing and governance model; release process with change sets or DevOps Center
- Train-the-trainer
Not included
- Anything not in the signed SOW
- CPQ / Revenue Cloud unless quoted
Full scope, assumptions and acceptance criteria →
Salesforce · Financial Services Cloud · Foundation
The FSC data model done right: households, relationships, financial accounts, an onboarding process with action plans and compliant data sharing, for up to 35 advisors.
From $22,000
- Timeline: 4–6 weeks
- Sized for: Up to 35 advisors or bankers
- FSC data model: households, relationship groups, financial accounts
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with 3 action plan templates
- Compliant data sharing and field audit trail
- Migration of up to 25,000 records
What is included and what is not
Included
- Up to 35 advisors or bankers
- FSC data model (person accounts, households, relationship groups, financial accounts, financial goals)
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with action plans (3 templates)
- Compliant data sharing for 1 role hierarchy
- Field history and field audit trail on up to 20 fields
- 10 reports and 2 dashboards
- Migration of up to 25,000 records from 1 source
- 3 trainings (admin, advisors, operations)
Not included
- Custodial, core-banking or policy-admin integrations and data feeds
- Agentforce
- Shield setup
- Insurance policy or loan origination objects beyond core FSC
- Experience Cloud
Full scope, assumptions and acceptance criteria →
Most popular
Salesforce · Financial Services Cloud · Growth
FSC for a growing practice: three business processes, an Agentforce advisor agent, Shield encryption and a compliance review queue for client communications.
From $48,000
- Timeline: 8–12 weeks
- Sized for: 35–100 users
- Up to 3 business processes
- Agentforce advisor or banker agent, 1 topic
- Shield Platform Encryption and Event Monitoring
- Compliance review queue for client communications
- Migration of up to 25,000 records plus 1 accelerator
What is included and what is not
Included
- Everything in Foundation
- Up to 100 users
- Up to 3 business processes (e.g. onboarding, service requests, annual reviews)
- Agentforce advisor or banker agent enabled with 1 topic and up to 3 actions, tested against 10 cases
- Shield Platform Encryption and Event Monitoring configuration if licensed
- Compliance review queue for client communications
- Migration of up to 25,000 records
- 1 Vantage Point accelerator
- 4 trainings
- Custodial or core-banking integration is added with the custodial add-on (from $12,000 per custodian)
Not included
- Custodial, core-banking, mortgage or loan origination integrations (add-on or quoted)
- Custom-built connectors
- Records beyond 25,000
- Agents beyond 1 topic
- SEC 17a-4 archiving vendor setup
Full scope, assumptions and acceptance criteria →
Salesforce · Financial Services Cloud · Enterprise
Multi-office FSC with up to three integrations, M&A data consolidation, full compliance controls and governance.
Quote-based
- Timeline: 12–24 weeks
- Sized for: 100+ users
- Multi-office or multi-entity design
- Up to 3 integrations
- M&A data consolidation for 1 acquired firm
- Compliance controls design: archiving hand-off, FINRA review workflow, audit trails
- Up to 3 agents
What is included and what is not
Included
- Everything in Growth
- Multi-office or multi-entity design
- Up to 3 integrations
- M&A data consolidation for 1 acquired firm
- Compliance controls design (archiving hand-off, FINRA review workflow, audit trails)
- Up to 3 agents
- Governance and release management
Not included
- Anything not in the signed SOW
Full scope, assumptions and acceptance criteria →
MuleSoft · Foundation
Anypoint platform set up and your first production integration live in two weeks, sized to MuleSoft's Pre-Purchase plan from $2,000 a month.
$12,500
- Timeline: 2 weeks
- Sized for: 1 integration, up to 3 flows
- Anypoint control plane, environments, users, roles and SSO
- CloudHub 2.0 shared space
- 1 source-to-target integration, up to 3 flows
- Credit-consumption dashboard and alert thresholds
- Runbook and 1-hour admin session
What is included and what is not
Included
- Anypoint control plane, business group, sandbox and production environments, users, roles and SSO
- CloudHub 2.0 shared space
- 1 source-to-target integration with up to 3 flows (e.g. Salesforce to Oracle Financials, Workday, PeopleSoft/Banner or an AWS-hosted service)
- Error handling and retries
- Credit-consumption dashboard and alert thresholds
- Production deployment and alerting
- Runbook, 1-hour admin session and a Phase 2 backlog
Not included
- Private Space
- More than 1 integration
- API-led System/Process/Experience layers
- CI/CD pipeline
- Exchange asset publishing
- Changes inside source or target systems
- MuleSoft subscription and Mule Credits
Full scope, assumptions and acceptance criteria →
Most popular
MuleSoft · Growth
Up to three integrations, or one full System, Process and Experience API set, with event-driven patterns and reusable Exchange assets.
$22,500
- Timeline: 3–4 weeks
- Sized for: Up to 3 integrations or 1 API-led set
- Everything in Starter
- Up to 3 integrations or 1 full API-led set
- Scheduled and event-driven patterns with dead-letter handling
- Assets published to Exchange
- 2 admin/developer sessions
What is included and what is not
Included
- Everything in Starter
- Up to 3 integrations, or 1 full API-led set (1 System, 1 Process, 1 Experience API)
- Scheduled and event-driven patterns; dead-letter handling
- Assets published to Exchange for reuse
- 2 admin/developer sessions
- Runbook and Phase 2 backlog
Not included
- Private Space unless required (then quoted)
- CI/CD pipeline
- Developer workshop
- More than 3 integrations
- MuleSoft subscription and Mule Credits
Full scope, assumptions and acceptance criteria →
MuleSoft · Enterprise
An API-led foundation your team keeps building on: architecture standards, Private Space, CI/CD, credit governance and a two-day developer workshop.
From $55,000
- Timeline: 6–8 weeks
- Sized for: 2–3 System, 1 Process, 1 Experience API
- Architecture blueprint and API-led standards
- Private Space and network connections where required
- 2–3 System, 1 Process, 1 Experience API
- CI/CD pipeline (GitHub Actions or Jenkins)
- 2-day hands-on developer workshop
What is included and what is not
Included
- Architecture blueprint, API-led standards and naming conventions
- Private Space and network connections where required (static IPs, VPN, transit gateway)
- 2–3 System APIs, 1 Process API, 1 Experience API
- CI/CD pipeline (GitHub Actions or Jenkins with the Mule Maven plugin)
- Credit governance by team, environment and cost center
- 2-day hands-on developer workshop
Not included
- More APIs than listed
- Ongoing development (see the MuleSoft Retainer)
- MuleSoft subscription and Mule Credits
Full scope, assumptions and acceptance criteria →
MuleSoft · Optimize
Move your Mule application fleet from CloudHub 1.0 to 2.0 in planned waves, with TLS updates, regression support and a cutover plan.
Quote-based
- Timeline: 4–6 weeks
- Sized for: Up to 10 apps per block
- Inventory and assessment of the app fleet
- Migration plan and wave schedule
- Up to 10 apps migrated per block
- TLS, certificate and property updates
- Cutover and rollback plan
What is included and what is not
Included
- Inventory and assessment of the app fleet
- Migration plan and wave schedule
- Migration of up to 10 apps to CloudHub 2.0 (shared space or an existing Private Space)
- TLS, certificate and property updates; deployment configuration
- Regression testing support
- Cutover and rollback plan; decommission checklist
- Each further block of 10 apps quoted
Not included
- Code refactoring beyond what the runtime upgrade requires
- Mule runtime upgrades of more than one major version
- Functional changes
- Client regression test execution
Full scope, assumptions and acceptance criteria →
HubSpot · Sales Hub · Foundation
Sales Hub set up by a senior consultant in 3 to 4 weeks: one pipeline, sequences, meeting links, your data imported and your team trained. Replaces HubSpot's paid onboarding.
$7,500
- Timeline: 3–4 weeks
- Sized for: Up to 15 reps
- 1 deal pipeline, up to 8 stages, with required properties
- Email and calendar connection, meeting links
- 3 sequences and 5 email templates from your copy
- Up to 10,000 records imported
- Admin and rep training, recorded
What is included and what is not
Included
- 1 discovery workshop (2 hours)
- Account defaults, users and teams (up to 15 users)
- 1 deal pipeline up to 8 stages with required properties
- Up to 20 custom properties
- Contact, company and deal record layouts
- Email and calendar connection; meeting links (up to 15)
- 3 sequences built from client copy; 5 email templates
- Lead and deal assignment rules
- Import of up to 10,000 records from CSV
- 1 sales dashboard
- 1 admin and 1 rep training
Not included
- Breeze agents
- Quotes, CPQ and Commerce Hub
- Custom objects
- More than 1 pipeline
- Integrations beyond email and calendar
- Forecasting and playbooks
- Migration from another CRM
Full scope, assumptions and acceptance criteria →
Most popular
HubSpot · Sales Hub · Growth
Three pipelines, ten workflows, lead scoring, playbooks, forecasting and a Breeze Prospecting Agent, with your old CRM migrated.
$14,500
- Timeline: 6–8 weeks
- Sized for: 15–40 reps
- Up to 3 pipelines and 40 custom properties
- 10 workflows, lead scoring, 3 playbooks, forecasting
- Breeze Prospecting Agent for 1 segment
- Migration of up to 50,000 records from 1 CRM
- 1 native Marketplace integration
What is included and what is not
Included
- Everything in Foundation
- Up to 40 users
- Up to 3 pipelines
- Up to 40 custom properties
- 10 workflows
- Lead scoring (1 model)
- 3 playbooks
- Forecasting
- Breeze Prospecting Agent configured for 1 segment
- Migration of up to 50,000 records from 1 CRM (contacts, companies, deals, notes)
- 1 native Marketplace integration
- 3 dashboards
- 3 trainings
Not included
- Custom objects
- Commerce Hub
- Custom-coded integrations or actions
- More than 1 Breeze agent
Full scope, assumptions and acceptance criteria →
HubSpot · Sales Hub · Enterprise
Multi-team Sales Hub with custom objects, permission sets, a sandbox release process, integrations and Breeze agents.
Quote-based
- Timeline: 8–14 weeks
- Sized for: 40+ reps
- Multi-team or business-unit design
- Up to 3 custom objects
- Permission sets and field-level permissions
- Sandbox and release process
- Up to 2 integrations and 2 Breeze agents
What is included and what is not
Included
- Everything in Growth
- Multi-team or business-unit design
- Up to 3 custom objects
- Permission sets and field-level permissions
- Sandbox and release process
- Up to 2 integrations
- Up to 2 Breeze agents
- Migration up to 150,000 records
Not included
- Anything not in the signed SOW
Full scope, assumptions and acceptance criteria →
HubSpot · Service Hub · Foundation
A working help desk in 3 to 4 weeks: ticket pipeline, shared inbox, routing, knowledge base and a feedback survey.
$7,500
- Timeline: 3–4 weeks
- Sized for: Up to 15 reps
- Help desk with 1 ticket pipeline
- Shared inbox with email and form channels
- Routing to up to 3 teams
- Knowledge base with up to 25 articles imported
- Customer feedback survey
What is included and what is not
Included
- Help desk with 1 ticket pipeline
- Shared inbox with email and form channels
- Routing to up to 3 teams
- 10 snippets and templates
- Knowledge base with up to 25 articles imported
- 1 customer feedback survey
- 1 dashboard
- 1 admin and 1 agent training
Not included
- Breeze Customer Agent
- Customer portal
- SLAs
- Calling and chat
- Help-desk migration
Full scope, assumptions and acceptance criteria →
HubSpot · Service Hub · Growth
Three ticket pipelines, SLAs, website chat, a Breeze Customer Agent on your knowledge base and a customer portal, with tickets migrated.
$14,500
- Timeline: 6–8 weeks
- Sized for: 15–40 reps
- Up to 3 ticket pipelines
- SLAs for 2 priority levels
- Website chat
- Breeze Customer Agent grounded on the knowledge base
- Customer portal and up to 25,000 tickets migrated
What is included and what is not
Included
- Everything in Foundation
- Up to 3 ticket pipelines
- SLAs for 2 priority levels
- Website chat
- Breeze Customer Agent grounded on the knowledge base
- Standard customer portal
- Migration of up to 25,000 tickets from 1 help desk
- 3 dashboards
- 3 trainings
Not included
- Custom portal design
- Telephony setup
- More than 1 agent
Full scope, assumptions and acceptance criteria →
HubSpot · Service Hub · Enterprise
Multi-brand service, a large help-desk migration, custom service objects, integrations and governance.
Quote-based
- Timeline: 8–16 weeks
- Sized for: 40+ reps
- Multi-brand service
- Legacy help desk migration up to 100,000 tickets
- Custom objects for service
- Up to 2 integrations
- Governance
What is included and what is not
Included
- Everything in Growth
- Multi-brand service
- Legacy help desk migration up to 100,000 tickets
- Custom objects for service
- Up to 2 integrations
- Governance
Not included
- Anything not in the signed SOW
Full scope, assumptions and acceptance criteria →
HubSpot · Marketing Hub · Foundation
Marketing Hub ready to send: authenticated domain, consent types, templates, forms, lists and your first nurture, with your team trained.
$7,500
- Timeline: 3–4 weeks
- Sized for: Up to 3 marketers
- Email domain authentication and tracking code
- Subscription types and consent (CAN-SPAM, GDPR)
- 3 email and 2 landing page templates on your theme
- 1 nurture workflow up to 5 emails
- Lists, segments and 1 campaign
What is included and what is not
Included
- Email sending domain and authentication
- Tracking code install guidance
- Subscription types and consent (CAN-SPAM, GDPR)
- 3 email templates and 2 landing page templates using the existing theme (client supplies copy and images)
- 2 forms
- 1 nurture workflow (up to 5 emails)
- Lists and segments (up to 10)
- Social accounts connected
- 1 campaign set up
- 1 dashboard
- 1 admin and 1 marketer training
Not included
- Copywriting and design
- Custom themes or modules
- Ads management
- ABM
- Lead scoring
- Migration from another platform
Full scope, assumptions and acceptance criteria →
Most popular
HubSpot · Marketing Hub · Growth
Four nurtures, lead scoring, lifecycle automation with sales hand-off, ads audiences, A/B testing, attribution and the Breeze Content Agent in your brand voice.
$16,500
- Timeline: 6–8 weeks
- Sized for: 3–8 marketers
- 4 nurture workflows and lead scoring
- Lifecycle stage automation and sales hand-off
- Ads accounts connected with 2 audiences
- A/B testing and attribution reports
- Breeze Content Agent with brand voice
What is included and what is not
Included
- Everything in Foundation
- 4 nurture workflows
- Lead scoring
- Lifecycle stage automation and sales hand-off
- Ads accounts connected with 2 audiences
- A/B testing on 2 assets
- Attribution reports
- Breeze Content Agent configured with brand voice
- 3 dashboards
- 3 trainings
Not included
- Content production
- Website build
- More than 1 brand
Full scope, assumptions and acceptance criteria →
HubSpot · Marketing Hub · Enterprise
Multi-brand marketing with ABM, migration from Marketing Cloud, Pardot, Marketo or Mailchimp, custom reporting and approvals for regulated content.
Quote-based
- Timeline: 8–16 weeks
- Sized for: 8+ marketers
- Up to 3 brands or business units
- ABM setup
- Migration from a legacy marketing platform
- Custom reporting
- Approval workflow for regulated content
What is included and what is not
Included
- Everything in Growth
- Up to 3 brands or business units
- ABM setup
- Migration from Marketing Cloud, Pardot, Marketo or Mailchimp (assets listed in the SOW)
- Custom reporting
- Approval workflow for regulated content
Not included
- Anything not in the signed SOW
Full scope, assumptions and acceptance criteria →
HubSpot · Customer Platform bundle · Foundation
Sales, Marketing and Service Hub Foundation together, on one data model with one kickoff and combined training, for $4,500 less than buying them separately.
From $18,000
- Timeline: 6–8 weeks
- Sized for: Up to 15 users per Hub
- Sales Hub Foundation + Marketing Hub Foundation + Service Hub Foundation
- One shared data model and one kickoff
- Combined trainings
- Save $4,500 versus the three packages separately
What is included and what is not
Included
- The Sales, Marketing and Service Hub Foundation scopes
- One shared data model
- One kickoff and combined trainings
Not included
- Content, Data and Commerce Hub (added at their own prices)
Full scope, assumptions and acceptance criteria →
HubSpot · Customer Platform bundle · Growth
Sales, Marketing and Service Hub Growth together, on one data model, for $9,500 less than buying them separately.
From $36,000
- Timeline: 10–14 weeks
- Sized for: 15–40 users per Hub
- Sales Hub Growth + Marketing Hub Growth + Service Hub Growth
- One shared data model and one kickoff
- Combined trainings
- Save $9,500 versus the three packages separately
What is included and what is not
Included
- The Sales, Marketing and Service Hub Growth scopes
- One shared data model
- One kickoff and combined trainings
Not included
- Content, Data and Commerce Hub (added at their own prices)
Full scope, assumptions and acceptance criteria →
Braze · Assess
Know what Braze will take before you sign: a review of your CRM, data, channels and consent model, a draft Braze data model and a priced plan for the first 90 days. Credited against Launch.
$7,500
- Up to 4 stakeholder workshops
- Consent model review against TCPA, CAN-SPAM and GDPR
- Draft Braze data model: users, events, attributes
- 90-day channel and use-case plan
- Priced Launch SOW; fee credited within 60 days
What is included and what is not
Included
- Up to 4 stakeholder workshops
- Review of CRM, data sources, apps and channels
- Consent and subscription model review against TCPA, CAN-SPAM and GDPR
- Draft Braze data model (users, events, attributes)
- First-90-day channel and use-case plan
- Salesforce or HubSpot integration approach
- Written roadmap and priced Launch SOW
Not included
- Any configuration
- SDK or code review
- Platform selection between Braze and other tools
- Data quality remediation
Full scope, assumptions and acceptance criteria →
Most popular
Braze · Foundation
Braze live in 8 to 10 weeks: workspaces, data model, SDK guidance, two channels, three Canvas journeys and the consent and frequency controls regulated firms need.
From $30,000
- Production and development workspaces, data model for 25 attributes and 15 events
- SDK integration guidance and QA for 1 web and 1 mobile app
- 2 channels from email, push, SMS and in-app
- 3 Canvas journeys and 3 email templates
- Subscription groups, frequency caps, quiet hours
What is included and what is not
Included
- 1 production and 1 development workspace
- User and event data model (up to 25 custom attributes, 15 custom events)
- SDK integration guidance and QA support for 1 web and 1 mobile app
- Subscription groups and preference center
- 2 channels chosen from email, push, SMS and in-app
- Email domain and IP pool setup with a warming plan
- 3 Canvas journeys from client copy and creative
- 3 email templates from client designs
- Frequency capping, quiet hours and global suppression
- 2 dashboards
- 3 trainings (admin, marketer, analyst)
- Braze's partner-led onboarding needs Onboarding Consultant and Technical Architect badges; Vantage Point delivers this package alongside Braze's onboarding.
Not included
- App or website code changes (client developers implement the SDK)
- Creative and copywriting
- Currents and warehouse setup
- CRM integration (Connect packages)
- More than 2 channels
- Content Cards, WhatsApp, LINE
- IP warming execution beyond the plan
- Braze subscription, message volume and SMS carrier fees
Full scope, assumptions and acceptance criteria →
Braze · Optimize
Braze and Salesforce working from one customer record: contacts, accounts and consent synced both ways, engagement written back to the record.
Quote-based
- Sync of contacts or leads, accounts and consent
- Engagement events written back to Salesforce
- Up to 20 mapped fields each way
- Error handling, monitoring and alerting
- Field mapping document
What is included and what is not
Included
- Sync of contacts or leads, accounts and consent between Salesforce (Sales, Service or FSC) and Braze
- Engagement events written back to Salesforce (sends, opens, clicks, unsubscribes)
- Up to 20 mapped fields each way
- Error handling, monitoring and alerting
- Field mapping document
- 1 admin training
Not included
- Data Cloud activation (quoted)
- Custom middleware beyond the agreed connector or MuleSoft flow
- Engagement backfill beyond 12 months
- Marketing Cloud changes
Full scope, assumptions and acceptance criteria →
Braze · Optimize
Braze and HubSpot sharing contacts, companies and consent, with warehouse ingestion through Cloud Data Ingestion where you have one.
Quote-based
- Contact, company and consent sync with HubSpot
- Cloud Data Ingestion from 1 warehouse table
- Up to 20 mapped fields each way
- Mapping document and training
What is included and what is not
Included
- Sync of HubSpot contacts and companies with Braze, including consent
- Braze Cloud Data Ingestion from 1 warehouse table (Snowflake, BigQuery, Redshift or Databricks) if in place
- Up to 20 mapped fields each way
- Mapping document
- 1 training
Not included
- Warehouse build or data engineering
- Currents export beyond 1 destination
Full scope, assumptions and acceptance criteria →
AI · Governance · Assess
Find out which AI use cases your CRM data can support today, which model fits each, and what compliance needs before anything goes live. Credited against your first AI build.
$7,500
- CRM data quality and permissions review
- Up to 6 stakeholder interviews
- Up to 10 use cases scored on value and readiness
- Platform and model recommendation per use case
- Roadmap and priced SOW, credited within 60 days
What is included and what is not
Included
- CRM data quality and permissions review (Salesforce or HubSpot)
- Up to 6 stakeholder interviews
- AI policy and compliance requirements review
- Up to 10 use cases scored on value and data readiness
- Platform and model recommendation per use case (Claude, OpenAI, Agentforce, Breeze)
- Roadmap and priced SOW
Not included
- Configuration
- Proofs of concept
- Vendor contract negotiation
- Data remediation
Full scope, assumptions and acceptance criteria →
AI · Governance · Assess
The policies, data-flow maps, supervision mapping and AI register a regulated firm needs before staff use AI with client data.
Quote-based
- Acceptable-use policy and data classification
- Data-flow maps for up to 3 AI tools
- Supervision mapping to FINRA 2210/3110, SEC recordkeeping, GDPR
- AI model inventory aligned with SR 26-2
- Human-review design and staff guidance
What is included and what is not
Included
- Acceptable-use policy
- Data classification for AI use
- Data-flow maps for up to 3 AI tools
- Supervision mapping to FINRA 2210/3110, SEC recordkeeping and GDPR where relevant
- AI model inventory (register) in line with SR 26-2 expectations
- Human-review and approval design
- One-page staff guidance
- 1 walkthrough with compliance
Not included
- Legal opinion or regulatory sign-off
- Implementing the controls (see AI Supervision & Recordkeeping)
- Vendor due diligence questionnaires
Full scope, assumptions and acceptance criteria →
AI · Enablement · Foundation
Claude Team/Enterprise or ChatGPT Business/Enterprise set up the way a regulated firm needs it: SSO, retention settings, approved connectors, usage policy, starter projects and training.
From $12,500 up to 25 users
- Workspace setup with SSO and SCIM
- Admin roles and data retention settings
- Up to 3 approved connectors
- Usage policy loaded; 3 starter projects or custom GPTs
- Admin and user training; 30-day adoption report
What is included and what is not
Included
- Workspace setup for Claude Team/Enterprise or ChatGPT Business/Enterprise
- SSO and SCIM with 1 identity provider
- Admin roles; retention and data settings
- Up to 3 approved connectors (e.g. Google Drive, Microsoft 365, Slack)
- Usage policy loaded
- 3 starter projects or custom GPTs
- 2 trainings (admins, users)
- 30-day adoption report
- Up to 25 users; each further 25 users $2,500
Not included
- CRM connection (see CRM Connector Fast Start)
- Custom code
- Device management
- More than 3 connectors
- Anthropic or OpenAI subscriptions
Full scope, assumptions and acceptance criteria →
AI · Agents · Launch
Claude or ChatGPT connected to Salesforce or HubSpot through MCP with least-privilege access, three tested workflows and audit logging, in two weeks.
From $15,000
- MCP or native connector to Salesforce or HubSpot
- Least-privilege integration user and permission set
- Read access to up to 5 objects, write to 1
- 3 tested prompts or workflows
- Audit logging on; 1 training
What is included and what is not
Included
- Claude or ChatGPT connected to Salesforce or HubSpot through MCP or the vendor's native connector
- Least-privilege integration user and permission set
- Read access to up to 5 objects and write to 1
- 3 tested prompts or workflows (e.g. account brief, meeting prep, note logging)
- Audit logging enabled
- 1 training
- A free 1-hour setup walkthrough is offered to existing clients
Not included
- Custom MCP server development
- Writes to more than 1 object
- Team Rollout work
Full scope, assumptions and acceptance criteria →
Most popular
AI · Agents · Growth
From pilot to production in 4 to 6 weeks: the Team Rollout, the CRM connector, three production workflows with approval gates and audit trails, a prompt library and training.
From $35,000
- Team Rollout plus CRM Connector Fast Start
- 3 production workflows from Vantage Point templates
- Approval gates, audit trail and human review on each
- Prompt library
- 3 trainings and a 30-day adoption review
What is included and what is not
Included
- Team Rollout plus CRM Connector Fast Start
- 3 production workflows built from Vantage Point templates
- Approval gates, audit trail and human review on each
- Prompt library
- 3 trainings
- 30-day adoption review
Not included
- More than 3 workflows
- Custom agents (see AI Agent Build)
- Data cleanup
- Anthropic, OpenAI, Salesforce or HubSpot licences and usage
Full scope, assumptions and acceptance criteria →
AI · Agents · Optimize
One production agent on Agentforce, Breeze, the Claude Agent SDK or the OpenAI API, with guardrails, a 30-case test set, monitoring and a runbook.
Quote-based per agent
- 1 agent on Agentforce, Breeze, Claude or OpenAI
- Up to 3 topics or jobs and 6 actions
- Grounding on up to 2 knowledge sources
- Guardrails and escalation to a human
- 30-case test set, monitoring dashboard, runbook
What is included and what is not
Included
- 1 agent on Agentforce, Breeze, the Claude API / Agent SDK or the OpenAI API
- Up to 3 topics or jobs and up to 6 actions
- Grounding on up to 2 knowledge sources already accessible
- Guardrails, refusal rules and escalation to a human
- Test set of 30 scripted cases with pass criteria
- Monitoring dashboard
- Runbook
- 1 training
- Agentforce Launch on an existing Salesforce org is sold as this package
Not included
- Platform credits
- New data sources needing integration (quoted)
- Voice channel
- More than 1 agent
Full scope, assumptions and acceptance criteria →
Support · Block of Hours · Support
10 prepaid senior hours you direct against your own backlog, valid 12 months. Salesforce, AI and Braze work $2,500; HubSpot $2,000; MuleSoft $2,150.
$2,500 per block
- Timeline: Valid 12 months
- 10 senior hours, used as you prioritize
- Same senior team every time
- Response target: P1 in 1 business day
- Valid 12 months, replenishable
What is included and what is not
Included
- Any in-scope work the client requests and prioritizes on the named platform
- The same senior team each time
- Ticket intake by email or a shared Slack/Teams channel
- Monthly hours statement
Not included
- Proactive monitoring
- Release reviews
- Roadmap planning
- Account lead
- New implementations (sold as packages)
- Work beyond the hours bought
Full scope, assumptions and acceptance criteria →
Most popular
Support · Block of Hours · Support
20 prepaid senior hours you direct against your own backlog, valid 12 months. Salesforce, AI and Braze work $4,500; HubSpot $3,800; MuleSoft $4,300.
$4,500 per block
- Timeline: Valid 12 months
- 20 senior hours, used as you prioritize
- Same senior team every time
- Response target: P1 in 1 business day
- Valid 12 months, replenishable
What is included and what is not
Included
- Any in-scope work the client requests and prioritizes on the named platform
- The same senior team each time
- Ticket intake by email or a shared Slack/Teams channel
- Monthly hours statement
Not included
- Proactive monitoring
- Release reviews
- Roadmap planning
- Account lead
- New implementations (sold as packages)
- Work beyond the hours bought
Full scope, assumptions and acceptance criteria →
Support · Block of Hours · Support
40 prepaid senior hours you direct against your own backlog, valid 12 months. Salesforce, AI and Braze work $8,000; HubSpot $7,000; MuleSoft $8,500.
$8,000 per block
- Timeline: Valid 12 months
- 40 senior hours, used as you prioritize
- Same senior team every time
- Response target: P1 in 1 business day
- Valid 12 months, replenishable
What is included and what is not
Included
- Any in-scope work the client requests and prioritizes on the named platform
- The same senior team each time
- Ticket intake by email or a shared Slack/Teams channel
- Monthly hours statement
Not included
- Proactive monitoring
- Release reviews
- Roadmap planning
- Account lead
- New implementations (sold as packages)
- Work beyond the hours bought
Full scope, assumptions and acceptance criteria →
Support · Block of Hours · Support
80 prepaid senior hours you direct against your own backlog, valid 12 months. Salesforce, AI and Braze work $15,200; HubSpot $13,200.
$15,200 per block
- Timeline: Valid 12 months
- 80 senior hours, used as you prioritize
- Same senior team every time
- Response target: P1 in 1 business day
- Valid 12 months, replenishable
What is included and what is not
Included
- Any in-scope work the client requests and prioritizes on the named platform
- The same senior team each time
- Ticket intake by email or a shared Slack/Teams channel
- Monthly hours statement
Not included
- Proactive monitoring
- Release reviews
- Roadmap planning
- Account lead
- New implementations (sold as packages)
- Work beyond the hours bought
Full scope, assumptions and acceptance criteria →
Support · Retainer · Support
10 reserved senior hours every month with a named consultant and priority response. Salesforce, AI and Braze $2,000/mo; HubSpot $1,650/mo; MuleSoft $2,150/mo.
$2,000 / month
- Timeline: 6-month minimum
- 10 reserved hours a month
- Named consultant
- P1 response in 4 business hours
- One-month rollover
What is included and what is not
Included
- Everything in Block of Hours
- Reserved capacity each month
- Named consultant who knows the org
- Priority response: P1 in 4 business hours
- Monthly 30-minute review
- Unused hours roll over one month within the term
Not included
- Health checks
- Release readiness
- Governance reviews
- Uptime or 24/7 commitments
- Hours beyond the plan (billed as overage at $225/hr Salesforce or $175/hr HubSpot)
Full scope, assumptions and acceptance criteria →
Most popular
Support · Retainer · Support
20 reserved senior hours every month with a named consultant and priority response. Salesforce, AI and Braze $3,800/mo; HubSpot $3,100/mo; MuleSoft $4,200/mo.
$3,800 / month
- Timeline: 6-month minimum
- 20 reserved hours a month
- Named consultant
- P1 response in 4 business hours
- One-month rollover
What is included and what is not
Included
- Everything in Block of Hours
- Reserved capacity each month
- Named consultant who knows the org
- Priority response: P1 in 4 business hours
- Monthly 30-minute review
- Unused hours roll over one month within the term
Not included
- Health checks
- Release readiness
- Governance reviews
- Uptime or 24/7 commitments
- Hours beyond the plan (billed as overage at $225/hr Salesforce or $175/hr HubSpot)
Full scope, assumptions and acceptance criteria →
Support · Retainer · Support
30 reserved senior hours every month with a named consultant and priority response. Salesforce, AI and Braze $5,400/mo; HubSpot $4,500/mo.
$5,400 / month
- Timeline: 6-month minimum
- 30 reserved hours a month
- Named consultant
- P1 response in 4 business hours
- One-month rollover
What is included and what is not
Included
- Everything in Block of Hours
- Reserved capacity each month
- Named consultant who knows the org
- Priority response: P1 in 4 business hours
- Monthly 30-minute review
- Unused hours roll over one month within the term
Not included
- Health checks
- Release readiness
- Governance reviews
- Uptime or 24/7 commitments
- Hours beyond the plan (billed as overage at $225/hr Salesforce or $175/hr HubSpot)
Full scope, assumptions and acceptance criteria →
Support · Managed Services · Support
We own the outcomes: 30 senior hours a month with an account lead, 2-hour P1 response, monthly health checks, release readiness and quarterly roadmap reviews. Salesforce and multi-platform $5,850/mo; HubSpot $4,800/mo.
$5,850 / month
- 30 hours a month
- Account lead and 2-hour P1 response
- Monthly health check and release readiness
- Quarterly roadmap and governance review
- AI agent monitoring included
What is included and what is not
Included
- Everything in Retainer
- Account lead
- Severity-based response targets: P1 in 2 business hours
- Monthly health check (security, limits, data quality, automation errors, licence use)
- Release readiness for each Salesforce release or HubSpot product change
- Quarterly roadmap and governance review
- User administration
- Documentation kept current
- Monitoring and tuning of AI agents we built
Not included
- New implementations or new Hubs/clouds (sold as packages)
- 24/7 coverage
- Uptime guarantees for vendor platforms
- Work in third-party systems
- Licence management and vendor billing
- End-user (Tier 1) help desk
Full scope, assumptions and acceptance criteria →
Most popular
Support · Managed Services · Support
We own the outcomes: 50 senior hours a month with an account lead, 2-hour P1 response, monthly health checks, release readiness and quarterly roadmap reviews. Salesforce and multi-platform $9,500/mo; HubSpot $7,750/mo.
$9,500 / month
- 50 hours a month
- Account lead and 2-hour P1 response
- Monthly health check and release readiness
- Quarterly roadmap and governance review
- AI agent monitoring included
What is included and what is not
Included
- Everything in Retainer
- Account lead
- Severity-based response targets: P1 in 2 business hours
- Monthly health check (security, limits, data quality, automation errors, licence use)
- Release readiness for each Salesforce release or HubSpot product change
- Quarterly roadmap and governance review
- User administration
- Documentation kept current
- Monitoring and tuning of AI agents we built
Not included
- New implementations or new Hubs/clouds (sold as packages)
- 24/7 coverage
- Uptime guarantees for vendor platforms
- Work in third-party systems
- Licence management and vendor billing
- End-user (Tier 1) help desk
Full scope, assumptions and acceptance criteria →
Support · Managed Services · Support
We own the outcomes: 80+ senior hours a month with an account lead, 2-hour P1 response, monthly health checks, release readiness and quarterly roadmap reviews. Salesforce and multi-platform $14,400/mo; HubSpot $12,000/mo.
Quote-based per month
- 80+ hours a month
- Account lead and 2-hour P1 response
- Monthly health check and release readiness
- Quarterly roadmap and governance review
- AI agent monitoring included
What is included and what is not
Included
- Everything in Retainer
- Account lead
- Severity-based response targets: P1 in 2 business hours
- Monthly health check (security, limits, data quality, automation errors, licence use)
- Release readiness for each Salesforce release or HubSpot product change
- Quarterly roadmap and governance review
- User administration
- Documentation kept current
- Monitoring and tuning of AI agents we built
Not included
- New implementations or new Hubs/clouds (sold as packages)
- 24/7 coverage
- Uptime guarantees for vendor platforms
- Work in third-party systems
- Licence management and vendor billing
- End-user (Tier 1) help desk
Full scope, assumptions and acceptance criteria →
Support · Fractional AI Architect · Support
A senior AI architect on retainer for 8, 16 or 32 hours a month: $1,800, $3,400 or $6,400. Model choice, agent design reviews, governance and cost control.
$1,800 / month
- Timeline: 3-month minimum
- 8 / 16 / 32 hours a month
- Architecture and agent design reviews
- Model and vendor guidance
- 3-month minimum
What is included and what is not
Included
- Architecture and design reviews for AI workflows and agents
- Model and vendor guidance across Claude, OpenAI, Agentforce and Breeze
- Governance and cost control
- Monthly review
Not included
- Hands-on build work beyond review (sold as packages or blocks)
- 24/7 coverage
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
About 25 questions on your data, adoption, automation and AI readiness, scored instantly with a PDF summary.
Complimentary
- Timeline: 10 minutes online
- About 25 questions
- Instant score for data, adoption, automation and AI readiness
- Emailed PDF summary
- Booking link for a free 45-minute review
What is included and what is not
Included
- Online questionnaire of about 25 questions
- Scores for data, adoption, automation and AI readiness
- Instant result page and emailed PDF summary
- Booking link
Not included
- System access
- Consultant review (that is the free 45-minute review)
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
A call with a senior consultant on your self-assessment results and three written recommendations.
Complimentary
- One call with a senior consultant
- Three recommendations by email
What is included and what is not
Included
- One 45-minute call with a senior consultant on the self-assessment results
- 3 recommendations by email
Not included
- System access
- Written report
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
A read-only review of your org's configuration, security, automation, data quality and technical debt, with an Agentforce readiness score and a prioritized roadmap. Credited against any Salesforce package.
$5,000
- Configuration, security model and automation review
- Sampled data quality and technical debt
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized roadmap and priced SOW
What is included and what is not
Included
- Read-only review of configuration, security model, automation (flows, Apex triggers), data quality (sampled), technical debt and limits
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized findings and roadmap
- Priced SOW; fee credited against a Launch package signed within 60 days
Not included
- Fixes
- Full data audit
- Code review beyond 20 Apex classes
- Security penetration testing
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
A review of your properties, pipelines, workflows, lists, integrations, data quality and Breeze readiness, with findings and a roadmap. Credited against any HubSpot package.
$3,500
- Properties, pipelines, workflows, lists and integrations reviewed
- Data quality and Breeze readiness
- 3 interviews
- Findings and roadmap, fee credited within 60 days
What is included and what is not
Included
- Review of properties, pipelines, workflows, lists, integrations, data quality and Breeze readiness
- 3 interviews
- Findings and roadmap
- Fee credited against a HubSpot Launch package signed within 60 days
Not included
- Fixes
- Content or SEO audit
- Website review
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
For a stalled or failed implementation: a root-cause review, an inventory of what works and what does not, and a recovery plan priced as fixed sprints.
Quote-based
- Timeline: 2-week diagnosis, then fixed sprints
- Root-cause review of the stalled implementation
- Inventory: working, broken, missing
- Recovery plan priced as fixed sprints
What is included and what is not
Included
- Root-cause review of a stalled or failed implementation
- Inventory of what works, what is broken and what is missing
- Recovery plan priced as fixed sprints
Not included
- The recovery work itself
- Disputes or communication with the previous partner
Full scope, assumptions and acceptance criteria →
Add-on · Migration · Optimize
One joining advisor's book, up to 100 client relationships, moved from Wealthbox, Redtail or a spreadsheet into your existing FSC or Sales Cloud records with households established.
$4,500
- Up to 100 client relationships from Wealthbox, Redtail or a spreadsheet
- Field-mapping workbook signed off before load
- Match-and-update on Tax ID or email, no duplicate records
- Sandbox sample load, then production load with reconciliation
- Households established
What is included and what is not
Included
- 30-minute discovery with the joining advisor
- Field-mapping workbook with picklist reconciliation, signed off before any load
- Match-and-update on Tax ID or email into existing FSC or Sales Cloud records
- Sandbox sample load, then production load with count reconciliation
- Households established
- Post-load reconciliation summary
Not included
- Files and attachments
- Email or calendar history
- Org configuration
- Training
- Books over 100 relationships (org migration add-on)
Full scope, assumptions and acceptance criteria →
Add-on · Migration · Optimize
Standard entities moved from Wealthbox, Redtail, Dynamics, Epic or a similar source into Salesforce, up to 100,000 records, with two trial loads and a reconciliation report.
Quote-based per source system
- Mapping workshop
- Contacts, accounts or households, activities, opportunities or financial accounts
- Up to 100,000 records
- 2 trial loads and a reconciliation report
What is included and what is not
Included
- Mapping workshop
- Migration of standard entities (contacts, accounts or households, activities, opportunities or financial accounts) up to 100,000 records from Wealthbox, Redtail, Dynamics, Epic or a similar source
- 2 trial loads
- Reconciliation report
Not included
- Files over 20 GB
- Cleansing beyond agreed dedupe rules
- Target org configuration (sold as Launch)
Full scope, assumptions and acceptance criteria →
Add-on · Migration · Optimize
Contacts, companies, deals, tickets, activities and notes moved from Salesforce to HubSpot with owner and pipeline mapping and a reconciliation report.
Quote-based
- Object and property mapping
- Up to 100,000 records
- Owner and pipeline mapping
- 1 trial load and reconciliation
What is included and what is not
Included
- Object and property mapping
- Migration of contacts, companies, deals, tickets, activities and notes up to 100,000 records
- Owner and pipeline mapping
- 1 trial load
- Reconciliation
Not included
- More than 2 custom objects
- Rebuilding Apex logic
- HubSpot configuration (sold as Hub packages)
Full scope, assumptions and acceptance criteria →
Add-on · HubSpot add-on · Optimize
Professional features switched on properly for an existing Starter portal: workflows, scoring, smart content, campaigns and attribution.
Quote-based
- 3 workflows and lead scoring
- 1 smart content template
- Campaign setup and attribution report
- 2 trainings
What is included and what is not
Included
- Pro features on an existing Starter portal: 3 workflows, lead scoring, 1 smart content template, campaign setup, attribution report
- 2 trainings
Not included
- Content production
- Migration from another platform
Full scope, assumptions and acceptance criteria →
Add-on · HubSpot add-on · Optimize
One Breeze agent (Customer, Prospecting or Content) piloted, tuned at 7 and 30 days, with a credit forecast and governance note.
Quote-based per agent
- 1 Breeze agent: Customer, Prospecting or Content
- Credit consumption forecast
- Pilot with a defined user group
- Tuning at 7 and 30 days
What is included and what is not
Included
- 1 Breeze agent (Customer, Prospecting or Content)
- Credit consumption forecast
- Pilot with a defined user group
- Tuning at 7 and 30 days
- Governance note
Not included
- HubSpot credits
- Writing knowledge base content
Full scope, assumptions and acceptance criteria →
Add-on · Option · Optimize
Shorten a Foundation or Growth timeline by up to 40% for 20% more, where your team can meet a faster review cadence.
Quote-based +20% of package fee
- Timeline: Up to 40% shorter
- Timeline shortened by up to 40%
- +20% of the package fee
- Foundation and Growth only
What is included and what is not
Included
- Compressed project plan with daily check-ins during build
- Same scope and acceptance as the base package
Not included
- Enterprise tiers
- Packages where client dependencies cannot be met on the faster cadence
Full scope, assumptions and acceptance criteria →
