Skip to content

AI · Claude, ChatGPT & Agentforce

AI consulting packages

From an AI readiness assessment to Claude or ChatGPT team rollouts, CRM connectors and production AI agents. Governance first, regulated-industry guardrails on every engagement.

Enablement

AI · Enablement · Foundation

Claude or ChatGPT Team Rollout

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

  • Timeline: 2–3 weeks
  • 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 →

Talk to a senior consultant Package details

Agents

Most popular

AI · Agents · Growth

AI + CRM Jumpstart

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

  • Timeline: 4–6 weeks
  • 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 →

Talk to a senior consultant Package details

Assess, connect and extend

AI · Governance · Assess

AI Readiness Assessment

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

  • Timeline: 2 weeks
  • 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 →

Talk to a senior consultant Package details

AI · Governance · Assess

AI Governance Pack

The policies, data-flow maps, supervision mapping and AI register a regulated firm needs before staff use AI with client data.

Quote-based

  • Timeline: 2–3 weeks
  • 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 →

Talk to a senior consultant Package details

AI · Agents · Launch

CRM Connector Fast Start

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

  • Timeline: 2 weeks
  • 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 →

Talk to a senior consultant Package details

AI · Agents · Optimize

AI Agent Build

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

  • Timeline: 4–8 weeks
  • 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 →

Talk to a senior consultant Package details

Add-ons for AI

Add-on · Assess · Assess

Free Health Self-Assessment

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 →

Talk to a senior consultant Package details

Standard on every package

Always included

  • A named senior consultant from kickoff to go-live; no junior staff and no offshore hand-off.
  • Kickoff workshop (up to 2 hours) and a written project plan with dates.
  • Weekly 30-minute status call and a written weekly status.
  • Discovery and design sessions as listed per package; a written design summary approved before build.
  • Build in a sandbox, test portal or development workspace where the platform supports one, then deployment to production.
  • Unit testing by Vantage Point; one UAT cycle supported; one round of fixes for defects against the approved design.
  • Admin documentation: configuration log, runbook, and a field/object or property dictionary for what we built.
  • The training sessions listed per package, delivered remotely and recorded; a training guide for each audience.
  • 30 days of hypercare after go-live: defects in delivered scope are fixed at no charge; enhancements go to the optional post-go-live block.
  • Definition-of-done checklist signed by the client.

Never included

  • Software licences, credits, add-ons, apps, connectors, and vendor support.
  • Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
  • Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
  • Integrations not named in the package, and any work inside third-party systems.
  • Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
  • Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
  • Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
  • Administration after the 30-day hypercare (sold as Support).
  • Additional UAT cycles caused by changes to approved requirements.
  • Work outside business hours (US Central or EET by client region), on-site work and travel.
  • Performance or load testing, penetration testing, and accessibility audits.
  • Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.

You provide

  • A project owner with decision authority, available 2 to 4 hours a week.
  • Licences in place, admin access, and a sandbox or test environment by kickoff.
  • Subject-matter experts for each process in scope, available for workshops.
  • Source data exported in the agreed format by the date in the project plan.
  • Answers, design approvals and UAT sign-off within 3 business days of each request.
  • Their own users' availability for training sessions.
  • Compliance and legal review of any client-facing content, messaging or AI output.

AI engagement terms

  • AI output is probabilistic; we test against agreed cases and do not guarantee answers.
  • The client's compliance team approves controls, prompts and supervision rules before go-live.
  • Client data is not used to train models; enterprise or zero-retention data terms are configured where the vendor offers them.
  • Vendor model changes and retired features after go-live are handled under Support.
  • Usage costs are the client's and are estimated, not guaranteed.

Frequently asked questions

How do I choose between Foundation, Growth and Enterprise?

By team size and the number of processes. Foundation is one team and one process done well. Growth adds teams, automation and an integration or AI agent. Enterprise is multi-business-unit, compliance-heavy and quoted after discovery. If you are between tiers, start lower; the next tier's scope is listed so you can add exactly what you need.

Can we combine packages?

Yes. Buying a second AI package in the same statement of work takes 10% off the second and later packages, and every package can be followed by a block of hours, retainer or managed service.

What does “from” mean on a price?

The published price buys the scope listed on the package page. If discovery shows you need more processes, more data or an integration, we quote the difference in writing before any work starts.

Not sure which tier fits?

Book a 45-minute expert review. It is complimentary, with a senior consultant, and ends with a written recommendation.

Get your free CRM assessment