An Agentforce Playbook — delivered in weeks
Weeks 1-2
Survey & Listen
We talk to the people doing the work — ops, sales, finance, tech leads. We understand where time is wasted, what’s been tried, and where the real friction is.
Weeks 3-4
Prioritize & Align
We identify the 2-3 highest-value Agentforce use cases and align leadership on what to tackle first for the biggest impact — so nothing gets built without buy-in.
Delivered
The Playbook
One strategic-bet with the highest ROI. Quick wins that build momentum. A 90-day roadmap with named owners. The customer’s team can act on it immediately.
Need support through rollout? We can stay on as a strategic lead through implementation. This is especially valuable for in-house teams building without an SI
Why Salesforce teams bring us in
Usage moves in weeks
We embed with the customer, find what’s blocking adoption, and get traction — typically in 2-4 weeks. Not a 6-month consulting project.Easy to bring in. Easy to scope
We scope to what’s needed and move fast. A low, one-off fee — no heavy procurement, no long-term contract.
No relationships disrupted
SI or in-house team — we work alongside whoever’s already there.Adoption improves. Everyone wins.
Usage goes up, the team sees results, and the people who made it happen get the credit.
We are former executives from product, engineering, and go-to-market roles. We’ve sat in the seat your customers are in — deciding what to fund, leading teams through change, and making investments pay off. Learn more about us.
Operators. Not Consultants.
Let’s talk at TDX
We’ll be at TDX April 15-16, Moscone West.
Book 15 minutes with Tom or Stephen.
Not at TDX? Learn more about how we work: