Salesforce Pipeline Cleanup & Reporting — From $2,500
If your Salesforce audit surfaced pipeline or reporting issues, this is the next step: fixing them. This hands-on implementation service focuses on the highest-impact updates, so your data is more consistent, your pipeline is easier to understand, and your reports are more reliable. Includes: Cleanup or restructuring…
Business Consultant > Data Analytics, Professional Services
•Goodyear, AZ
227 Followers on Skip
Clickable Tool or App Prototype — From $3,500
Turn an internal workflow tool, dashboard, portal, or app idea into a clickable prototype you can test, demo, and make decisions with. 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, operators, service businesses, and small teams with an idea for an app, dashboard, client portal, internal workflow 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 next steps. Not included: Backend/database setup, payment processing, production deployment, full app development, or ongoing product management. Note: I can share examples of my own tool and app prototypes during the fit call.
From
$3,500
Salesforce Pipeline Health Check — From $375
If your Salesforce reports do not match reality, this audit shows you why. I review your pipeline, key fields, and reporting logic to identify where data becomes inconsistent, unreliable, or unclear. This is a diagnostic offer, not an implementation project. Best for: Small teams, founders, nonprofits, or operators who use Salesforce but do not fully trust their pipeline, reports, dashboards, or deal tracking. Included: Review of one pipeline, up to two objects, key reporting fields, and up to two reports or dashboards. Deliverables: Written summary, 3–5 prioritized issues, practical recommendations, and a short recorded walkthrough. Not included: No Salesforce changes, data cleanup, report rebuilds, automation, Flow work, or ongoing admin support. After purchase: Send 1–2 screenshots or a short description of what feels inaccurate or confusing.
From
$375