All Services

Salesforce & Pardot consulting services that drive revenue

📌 TL;DR

Seven architecture services across Pardot, Sales Cloud, and Service Cloud — fixed-scope $1,500–$20,000+, 1–14 weeks. Every engagement ends with documentation, training, and 60-day support. After 90 days your team owns the system — no retainer, no junior hand-offs, no agency markup.

The fastest way to find your fit: start with a $1,500 Pardot audit if your existing setup is underperforming, or book a 15-minute routing call if you are not sure which service applies. The call exists to prevent a $50K wrong-direction decision before it is made.

You are here because you have a specific architectural problem and you are trying to figure out which service fits. Pick from the numbered sections below — every service links to a dedicated page with pricing, deliverables, and scope.

1

Every engagement ends with the same four deliverables

Whether you book a $1,500 audit or a $20K+ full architecture rebuild — every engagement ends with the same four deliverables. The point is not to keep you on a retainer. It is to make sure your team does not need me after 90 days.

Senior Execution

Senior execution from day one

The same person on your kickoff call writes the automation rules, configures scoring, and migrates your data — personally. No "discovery manager" between you and the keyboard. No junior consultants billing senior rates. Decisions get made in the same brain as the implementation.

Documentation

Full documentation as deliverable

Every architectural decision, automation rule, and integration documented in plain English. No more inheriting a black box where rules are named "test_v2_FINAL_use_this" and nobody knows what they do. Your next consultant (or your own admin) can pick up where I left off — no reverse-engineering required.

Training

Team training included

Your team learns the system as I build it — not afterwards. Live training sessions for admins, marketers, and sales ops. Recorded walkthroughs of every automation, every sync rule, every scoring decision. By the time we are done, your in-house admin understands the architecture as well as I do.

Support

60-day post-launch support (then I am done)

60 days of direct access after launch — questions, tweaks, edge cases. Included in every project. No surprise invoices on day 91, no auto-renewing retainer. If you need help after that, that is your choice — not because the system was built to make you dependent.

20+
B2B mid-market engagements since 2018
$400K
Largest single deal closed via remediated tracking
$1.5K → $20K+
Fixed-scope range across all 7 services
90 days
Until your team owns the system (60-day support included)
2

Pardot / MCAE — five services depending on where you are

Same product, two names — Salesforce renamed Pardot to Marketing Cloud Account Engagement in 2022. Five distinct engagement types depending on where you are with the platform. Each links to a dedicated page with pricing, deliverables, and scope.

💡 Quick decision tree
  • New to Pardot → Implementation & Setup
  • Pardot live but underperforming → start with Pardot Audit
  • Audit done, ready for fixes → Pardot Optimization
  • Migrating from HubSpot / Marketo / Mailchimp → Data Migration & Integration
  • Scoring is the only known issue → Lead Management & Scoring
3

Service-relevant reading before you book a call

I have written deep dives on each service so you can self-diagnose before reaching out. Each piece comes from real audits across 20+ B2B mid-market engagements. Skim these first — you will have better questions on the call, and you will know if I am the right fit before we hop on. That is the whole point.

Considering an audit?

Three questions every audit should answer before you hand over $1,500+ — pricing, scope, and what actually gets found. Here's the honest framework.

Sync, deliverability, or scoring broken?

The patterns I find in 9 out of 10 audits — silent failures most teams miss.

Planning implementation or migration?

Cost frameworks and platform decisions before you sign anything.

Running ABM or account-based motion?

Where most B2B account-based programs break — and how to fix them.

5

The broader stack — Salesforce, Slack, Agentforce

B2B teams running Pardot do not only run Pardot. They have Sales Cloud, Slack, and now Agentforce on the table too. These deep dives cover what actually works (and what does not) across the broader Salesforce stack.

Auditing Sales Cloud?

Hidden patterns in mid-market Sales Cloud setups that kill rep adoption.

Integrating Slack with Salesforce?

What works, what breaks, and the patterns that scale across teams.

Evaluating Agentforce?

Honest take on Agentforce for B2B — what's real, what's marketing.

Not sure which service fits?

Book a 15-minute discovery call. We'll talk through your situation, and I'll route you to the right service — audit, implementation, scoring, or migration. Or I'll tell you that you don't need any of them yet. The call exists to save you the wrong $50K decision.

Route me to the right service →
💡 Not sure where to start? A 15-minute routing call beats reading all seven pages.