Assessment fees are credited in full against a Launch package signed within 60 days.
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 →
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 →
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 →
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 Add-on 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.
