**What does Sonoran Data Strategy do?**

Sonoran Data Strategy helps businesses improve workflows that cross people, processes, data, and software by offering services such as analysis, future-state design, requirements, systems recommendations, and implementation planning.

**Do you only work with Salesforce?**

No, Salesforce is just one of the many platforms that Amy, the principal consultant, has experience with. Sonoran Data Strategy's work can span across many different business systems.

**Can you work with tools not listed?**

Potentially, yes. The list provided is not exhaustive, and many of the engagements focus on workflows, requirements, data, and system interactions rather than deep platform-specific configuration.

**Can you design a new workflow?**

While the primary service offering is designed for improving existing workflows, Sonoran Data Strategy can review and potentially design new workflows to fit the needs of the client.

**How do I get started with Sonoran Data Strategy?**

To begin working with Sonoran Data Strategy, you need to complete the Project Fit Form at https://forms.fillout.com/t/dttNVQbiQ2us. This form will help determine if your project or problem is a good fit for the services offered by Sonoran Data Strategy.

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

One important existing workflow, redesigned to work better across people, process, data, and systems.

Best for growing teams dealing with unclear handoffs, duplicate work, disconnected tools, unreliable data, or automations that have been added without fixing the underlying workflow.

I map the current state, identify root causes and dependencies, design the future state, and turn it into a practical implementation plan.

Includes a current-state workflow and systems map, root-cause findings, future-state map, up to 6 prioritized systems and automation recommendations, an implementation roadmap, and implementation-ready requirements for the highest-priority changes.

Scope: 1 defined cross-system workflow, up to 3 stakeholder groups, 5 primary systems, 8 client-provided artifacts, and 1 revision round.

Timeline: about 3 weeks. Fixed price: $3,000.

Cross-System Workflow Redesign

Turning messy workflows into clear systems and implementation-ready plans.

Sonoran Data Strategy

Featured

$3,000 — Cross-System Workflow Redesign

Products & Services

Build-Ready Product Prototype — From $4,500

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