**What services does Sonoran Data Strategy offer?**

Sonoran Data Strategy offers three core services: 

1. Build-Ready Product Prototype: Starting at $3,500, this service turns an app, dashboard, portal, internal tool, or AI-assisted product idea into a clickable prototype and build-ready plan. This is not full app development. It is a prototype and planning package designed to clarify what the tool should do before investing in development.

2. Salesforce Pipeline Health Check: Starting at $375, this service provides a focused diagnostic review for teams that are not sure whether their Salesforce pipeline, reports, or dashboards reflect what is actually happening.

3. Salesforce Pipeline Cleanup Project: Starting at $2,500, this is a focused cleanup project for one defined Salesforce pipeline or reporting area. This is not a full Salesforce org overhaul.

**What does Sonoran Data Strategy's Build-Ready Product Prototype service include and exclude?**

The Build-Ready Product Prototype includes discovery, core user flow, primary use case, up to 5 key screens, clickable prototype, basic interaction logic, one refinement round, shareable prototype link, screen visuals, walkthrough, and summary of assumptions, requirements, and next steps. 

This service does not include backend/database setup, payment processing, production deployment, full app development, advanced integrations, or ongoing product management. 

**What is involved in Sonoran Data Strategy's Salesforce Pipeline Health Check service?**

The Salesforce Pipeline Health Check includes a review of one pipeline or sales process, up to 2 objects, up to 3 reports or dashboards, selected key fields/stages, a written summary, prioritized issue list, practical recommendations, and a short recorded walkthrough.

This service does not include Salesforce changes, report rebuilds, automation, Flow work, custom development, or ongoing admin support. This is a diagnostic review only.

**What does Sonoran Data Strategy's Salesforce Pipeline Cleanup Project entail?**

The Salesforce Pipeline Cleanup Project includes cleanup or light restructuring of one pipeline or sales process, review of up to 10 key fields, minor data cleanup where appropriate, setup/refinement of up to 2 standard reports and 1 simple dashboard, brief change summary, one walkthrough, and one adjustment round.

This service does not include a full org overhaul, complex automation, Flow work, custom development, advanced integrations, large-scale migration, deduplication at scale, or ongoing admin support.

**What are Sonoran Data Strategy's payment terms and refund policy?**

Projects require an upfront, non-refundable deposit to reserve time and begin work. Work already completed is non-refundable. If a project is canceled, payment is owed for work completed to date. Monthly or multi-month engagements are paid in advance and may be canceled for future months, but current and past payments are non-refundable. Refunds are only issued if the agreed scope cannot be delivered for reasons on Sonoran Data Strategy's end.

Audit of up to 6 tools with notes on gaps, integrations, and KPI alignment. Get simple fixes to streamline your setup and cut unnecessary tools.

Tech Stack Mini Audit

Monthly KPI snapshot with 3 visuals, 4 core metrics, and clear insights to show what’s working. Includes 1 data source, MoM trends, and up to 10k cells.

Monthly Performance Report

One-time e-commerce report with 6 KPIs, 3 visuals, and insights from up to 2 exports totaling 10,000 cells. Includes clear recommendations on product and customer trends.

E-Commerce and Retail Performance Report

One-time performance report with 6 KPIs, 3 visuals, and insights from up to 2 exports totaling 10,000 cells. Includes clear recommendations.

Business or Marketing Performance Report

A focused review using a short intake form to define up to 4 core KPIs, clarify what success looks like, and reduce noise so you track what actually drives decisions.

KPI Clarity Snapshot

I design a clear new workflow and turn it into a simple 1 to 2 page SOP your team can follow. Includes a short intake, a brief alignment call, and one revision.

New Process SOP / Process Design

Design three custom SOPs for core processes to improve workflow clarity and consistency. Each SOP includes a brief intake, short alignment call, and one revision.

Process Foundation Package (3 SOPs)

A clean 5-question survey built for your goal with clear structure and 1 logic or skip-logic rule, set up on your chosen platform and styled using the branding available in your tier.

Survey Setup Lite

Track deadlines, coursework, applications, and goals in one place. Clean, customizable Notion layout designed to reduce overwhelm. Includes a shareable Notion template link.

Grad Student Planning System (Notion)

Helps founders resolve uncertainty, clarify what’s true, and define their next confident move with a focused Clarity Map.

Investment: From $6,000 - pricing varies by needs.

Decision Clarity Engagement

Reviews and realigns your data and systems so your metrics tell the truth and your decisions stay clear, confident, and grounded in reality.

Investment: From $5,000 - pricing varies by needs.

Systems Clarity Review

A focused strategy call to untangle priorities, clarify options, and leave with a concise action brief outlining your next best steps.

Decision Snapshot Session + Action Brief

A focused review of ONE messy workflow. I map tools, find bottlenecks, and give clear, prioritized recommendations so you know exactly what to fix next. No setup or implementation included.

Systems Snapshot & Recommendations

Turn an app, dashboard, portal, internal tool, or AI-assisted product idea into a clickable prototype and build-ready plan.

This is not a full app build. It is a structured prototype and planning package designed to clarify what the tool should do before investing in development.

Best for: Founders, agencies, operators, service businesses, and small teams with an idea for an app, dashboard, client portal, internal tool, or AI-assisted process.

Included: Discovery, core user flow, primary use case, up to 5 key screens, clickable prototype, basic interaction logic, and one refinement round.

Deliverables: Shareable prototype link, key screen visuals, short walkthrough, and a summary of assumptions, requirements, and recommended next steps.

Not included: Backend or database setup, payment processing, production deployment, full app development, advanced integrations, or ongoing product management.

Final pricing depends on scope, screens, interactions, and documentation needs.

Build-Ready Product Prototype — From $4,500

Hands-on Salesforce Sales Cloud setup for founders and small teams. Clean pipeline, imported data, dashboards, and user access so you can track deals clearly from day one.

Salesforce Sales Cloud Setup for Founders & Small Teams

This is a diagnostic review only; no Salesforce changes are made as part of this service.

A focused diagnostic review for teams that are not sure whether their Salesforce pipeline, reports, or dashboards reflect what is actually happening.

SDS reviews a defined part of your Salesforce setup to identify where pipeline stages, fields, report logic, or dashboard views may be creating confusion.

Best for: Founders, operators, agencies, and small teams using Salesforce who want to understand what is wrong before investing in cleanup, rebuilds, or admin support.

Included: Review of one pipeline or sales process, up to 2 objects, up to 3 reports or dashboards, and selected key fields/stages.

Deliverables: Written summary, prioritized issue list, practical recommendations, and a short recorded walkthrough.

Not included: Salesforce changes, report rebuilds, automation, Flow work, custom development, or ongoing admin support.

Salesforce Pipeline Health Check — From $375

A focused cleanup project for one defined Salesforce pipeline or reporting area, not a full Salesforce org overhaul.

SDS helps clean up pipeline stages, key fields, minor data issues, and reporting views so the data is easier to understand, track, and use.

Best for: Teams whose Salesforce pipeline, reports, or dashboards are creating confusion and need cleanup within a defined scope.

Included: Cleanup or light restructuring of 1 pipeline or sales process, review of up to 10 key fields, minor data cleanup where appropriate, & setup/refinement of up to 2 standard reports and 1 simple dashboard.

Deliverables: Clearer pipeline tracking, improved reporting visibility, brief change summary, 1 walkthrough, and one adjustment round.

Not included: Full org overhaul, complex automation, Flow work, custom development, advanced integrations, large-scale migration, deduplication at scale, or ongoing admin support.

Final pricing depends on scope, access, data quality, and reporting complexity.

Salesforce Pipeline Cleanup & Reporting — From $3,000

Turning messy workflows into clear systems, specs, and build-ready plans.

Sonoran Data Strategy

About Us

Products & Services

Build-Ready Product Prototype — From $4,500

Salesforce Pipeline Cleanup & Reporting — From $3,000

Frequently Asked Questions

Have Questions?