Two reasons. Some businesses choose to work with us further after the session — whether that's a professional services engagement or one of our Salesforce apps. But that's never the point of the review itself. Separately, these conversations help us understand real-world Salesforce challenges, which shapes our product roadmap. Both parties benefit.

No. Aside from the fact that we don't actually have a sales team, our philosophy is straightforward: be genuinely helpful, and let that speak for itself. The review is advice, not a sales pitch. If you later want to explore working with us, that's a separate conversation — and entirely your call.

Commercial businesses with at least ten Salesforce users. We're not able to offer the review to independent consultants or freelancers.

We want the 45-minute review session to be as productive as possible. The call lets us arrange a time that suits you, and gives us the context we need to assign the right specialist and make the most of the review meeting.

Brief introductions, then you explain the challenge in your own words. Our expert will ask a few questions, then walk you through your options — what's possible in Salesforce, what best practice looks like, and what we'd recommend. You're welcome to share your screen so we can look at your setup together.

Not much. Being logged into Salesforce before the call starts is helpful. Beyond that, just come with your question — that's all we need.

Whoever you'd like. Many people join solo — that works well. If you want a colleague along, that's equally fine.

We'll assign a specialist once we've had the preliminary call and understand your context. All our people are experienced Salesforce practitioners with cross-industry backgrounds.