What you get
- 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
Scope
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
Standard on every implementation
- 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.
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
Always outside a fixed-scope package
- 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.
What you provide
- Agent use-case owner and approval of scripted test cases
- Source CRM admin access
- 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.
Assumptions
- Agentforce licences or Flex Credits in place
- Source CRM data exportable via API or reports
- The client holds the edition and licences named in the package (for example Salesforce Enterprise or above; HubSpot Professional or above).
- One production org, portal or workspace, one business unit, one currency and one language unless the package says otherwise.
- Source data is in a single, exportable system and needs no reconstruction.
- Work is delivered remotely, in English.
- Timelines start when access is granted and run continuously; client-side delays extend them.
Done means
Acceptance: All processes live; agent passes the agreed test cases; migration reconciled; accelerator installed.
Price and change control
- The published price buys the scope above. If discovery shows you need more processes, more data or an integration, we quote the difference in writing before any work starts.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- 30 days of hypercare after go-live is included. Ongoing support is available as a block of hours, retainer or managed service.
- EU and UK clients: euro pricing on request; VAT is added where applicable.
Frequently asked questions
Can we buy Growth on a time-and-materials basis instead?
Yes. Until we have delivered three fixed-price Growth packages, Growth and Enterprise are also offered as time and materials at $205 per hour with a not-to-exceed, so you can choose whichever structure suits your procurement.
What does the Agentforce agent in Growth actually do?
It is enabled with one topic and up to three actions, for example an SDR agent that qualifies inbound leads, and tested against ten scripted cases. A full multi-topic agent is the AI Agent Build package.
How many records can you migrate?
Up to 25,000 records from one CRM, including open and closed opportunities. Larger migrations or activity history are priced as the org migration add-on.