A Team That Adapts to Your Priorities, Not the Other Way Around

No rigid scopes. No surprise invoices. No waiting months to start. Just a dedicated team of Salesforce experts working on what matters most to your business — with the flexibility to change course anytime.

  • 1-2 weeks to start (vs. 2-4 months hiring)
  • Month-to-month flexibility built in
  • $6K-$20K monthly investment

How the Flexible Retainer Works

Think of us as your on-demand Salesforce department — without the overhead, hiring headaches, or rigid contracts.

You Set Priorities

Tell us what matters most this week. Big strategic initiative? Urgent bug fix? Backlog cleanup? Your priorities drive our work.

We Execute & Deliver

Your dedicated team gets to work immediately. Bi-weekly deployments, daily updates, and complete transparency on progress.

Adapt & Repeat

Each week we reassess. Priorities shifted? We shift with you. Need more capacity? Scale up. Need less? Scale down. Simple.

Ready to Get Started?

See exactly what we'd tackle first in your Salesforce environment — no commitment required.

An Entire Team for the Cost of One Hire

Every role you need, matched to your requirements

Salesforce Admin

  • User management
  • Reports & dashboards
  • Workflow automation
  • Data maintenance

Developer

  • Apex & LWC
  • Custom solutions
  • API integrations
  • Complex automation

Solution Architect

  • System design
  • Technical strategy
  • Best practices
  • Scalability planning

Business Analyst

  • Requirements
  • Process mapping
  • User stories
  • Stakeholder alignment

Project Manager

  • Coordination
  • Timeline tracking
  • Communication
  • Risk management

Subject Matter Expert

  • Salesforce Clouds (CPQ, Marketing, Service...)
  • Industry Clouds (Health, Financial...)
  • Marketing Tools (HubSpot, Marketo...)
  • Productivity & AI Tools

You don't pay for all roles all the time. We match expertise to your current needs. Heavy development month? More dev hours. Process optimization? More BA and Admin time.

Our Ongoing Methodology

A proven cycle that keeps your Salesforce aligned with your business — quarter after quarter

  1. Quarterly Evaluation
    Every quarter, we step back to assess your Salesforce environment, map processes across departments, and identify the highest-impact opportunities.

    • Map and document organizational processes
    • Discover inefficiencies, bottlenecks, and improvement areas
    • Analyze current systems and technical debt
    • Review requests and backlog items with ROI analysis
    • Define measurable goals and success criteria
    • Prioritize projects and define the roadmap
    • Deliverables: Process Documentation, Health Assessment Report, ROI Analysis, Prioritized Roadmap
    • Your Time Investment: Initial Discovery: 90 min • Roadmap Review: 60 min • Quarterly Sessions: 60 min

  2. Continuous Improvements
    With priorities set, we execute on the roadmap — configuring, developing, and building solutions while keeping you in the loop.

    • Configuration and development of backlog items
    • Build custom solutions and automations
    • Facilitate user acceptance testing
    • Prepare deployment plans
    • Document all changes and solutions
    • Deliverables: Completed Backlog Items, Custom Development, UAT Sign-offs, Deployment Plans
    • Your Time Investment: Support calls as needed • Weekly status email • Project management tool access

  3. Releases
    We deploy improvements on a recurring basis, ensuring your team knows how to use new features and adoption is maximized.

    • Deploy projects on a recurring basis
    • Train users on new features and changes
    • Provide tools and documentation for adoption
    • Ensure smooth rollouts with minimal disruption
    • Deliverables: Production Deployments, User Training Sessions, Adoption Tools, Release Documentation
    • Your Time Investment: User acceptance tests (per release) • Training sessions • Stakeholder sign-off

  4. Monitor & Support
    Post-deployment, we monitor to ensure solutions are adopted and meeting goals. We're here to support your team with any issues or questions.

    • Monitor solution adoption and performance
    • Validate requirements and goals are being met
    • Receive feedback and make adjustments
    • Support team with issues and questions
    • Identify next improvement opportunities
    • Deliverables: Adoption Reports, Performance Metrics, Adjustment Implementations, Ongoing Support
    • Your Time Investment: Provide feedback • Flag issues via Slack/WhatsApp • Monthly review meetings

How We Stay Connected

Clear, consistent communication is the foundation of our partnership. Here's how we keep you in the loop.

  • Slack / WhatsApp: Immediate responses for quick questions and urgent issues
  • Weekly Management: Review backlog, adjust priorities, and align on the week ahead
  • Support As Needed: Jump on a call whenever you need help — no scheduling hoops
  • Quarterly Strategic: Step back, assess progress, and plan the next quarter's roadmap
  • Full Project Visibility: You'll have access to our project management tool to see exactly what we're working on, what's completed, and what's coming next.

Everything Included. No Surprises.

  • Development & Administration: Custom Apex & LWC, Flows & automation, User management, Data maintenance
  • Integrations & APIs: Third-party connections, API development, Data synchronization, Middleware setup
  • Strategy & Planning: Roadmap creation, Architecture reviews, Process optimization, Best practice guidance
  • Support & Training: Ongoing support, Team training, Documentation, Knowledge transfer
  • Free Support Included: Questions? Issues? Need help with something small? Support is included in your retainer — we don't charge extra for helping you succeed.

Start in 3 Simple Steps

From first conversation to first deliverable in under 2 weeks

  1. Free Health Check
    Quick audit of your Salesforce environment. We identify immediate opportunities and give you actionable insights — no obligation.

    • Your Time: 30 minutes

  2. Discovery Workshop
    Deep dive into your business goals, current challenges, and priorities. We build a customized roadmap and proposal for your review.

    • Your Time: 2 hours

  3. Kickoff & Quick Wins
    Team assigned, access granted, and work begins. You'll see tangible improvements within the first week.

    • Your Time: Week 1

Common Questions

What if my priorities change mid-month?
That's exactly why we built this model. There's no predefined scope — we evaluate and adjust our to-do list weekly.

What happens if I need more capacity one month?
You can scale up anytime. If a critical issue pops up, we pivot. You're never locked into work that no longer matters.

What if I need to scale down or pause?
With our month-to-month model, you can scale down during slow periods or pause if needed. We value long-term relationships with flexibility.

Who actually does the work?
You get a dedicated team assigned to your account — not a rotating cast of consultants. Your team knows your business, systems, and goals.

How is this different from hiring someone?
For the cost of one senior hire, you get an entire team: Admin, Developer, Architect, BA, and PM. No recruiting delays, no single point of failure.

What's included vs. extra?
Your monthly retainer includes everything: development, administration, architecture, project management. The only extras would be if specialized tools or licenses are needed.

How do I know you're actually working?
Full transparency. You get access to our project management system for real-time updates.

What if it doesn't work out?
Our month-to-month model means we seek to earn your business every month. If we're not delivering value, you can walk away.