I’m not in the business of selling software licenses. I provide a truly unbiased point of view, with recommendations not tied to any single platform or technology provider.
Data
- Governance
- Deduplication
- Quality
- Augmentation
Technology
- Assessments
- CRM
- Integrations
- AI Readiness
Strategy
- Revenue Optimization
- Process Improvement
- Roadmaps
- GenAI
People
- Training
- Adoption
- Fractional Leadership
- Mentoring
Services Designed for You
Wayfinder offers several packages to put you on the path to success. Let’s figure out which offering is right for you during a complimentary consultation.
Services Pricing
AI Readiness Assessment
AI STARTS HERE
$1497*
The number one reason AI implementations fail isn’t the technology. It’s the data underneath it.
In regulated industries this risk is amplified. AI trained on incomplete, inconsistent, or non-compliant data doesn’t just give wrong answers — it gives wrong answers you’re accountable for. Before you invest in AI agents, copilots, or automation layers on top of your revenue stack, you need to know exactly what state your data is in and what has to be fixed first.
Having led AI and data initiatives inside Salesforce — and spent two decades working in environments where data governance isn’t optional — I’ve seen firsthand what separates implementations that deliver ROI from ones that stall or create risk.
You get:
If you want AI to work — and work safely — this is your first step.
Free Data & Systems Audit
ZERO RISK
FREE
Before you fix anything, you need to know what’s actually broken.
Most organizations have 3–5 critical issues quietly undermining their data, automations, and reporting across systems. In regulated industries, those issues don’t just slow you down — they create risk. Most of them have been there for years. Nobody flagged them because nobody knew where to look. I will.
Power Hour
QUICK WIN
$497*
One hour. One problem. Fixed.
You know exactly what’s broken. You just haven’t had the right person in the room to fix it. Especially in regulated industries, the right person matters — someone who understands compliance constraints, data sensitivity, and why some fixes that work elsewhere won’t work in your environment.
Expert for a Day
MOST POPULAR
$1497*
Everything is connected. Nothing is working. You need someone to come in and sort it out.
This is for the moment when you realize the data problems, the integration failures, and the automation gaps aren’t three separate issues — they’re the same issue. And it needs a full day with someone who knows what they’re looking at — including the compliance and data governance implications that make your environment more complex than most.
* Starting prices based on complexity. Discounts are available for nonprofit organizations.
Flexible Managed Services Support
Your data doesn’t stay clean on its own. In regulated industries, it rarely gets the chance to.
New compliance requirements. System updates. Team turnover. Every change introduces new data risk — and in Financial Services, Healthcare, and similar environments, that risk compounds fast.
I work alongside growing B2B teams as a fractional RevOps and data advisor, handling the integration health, data governance, and systems work that keeps falling off the roadmap — with the regulatory awareness that most generalist consultants don’t bring.
No new hire. No agency overhead. Just someone who’s done this work in environments where getting it wrong wasn’t an option.
3-month minimum service terms; discounts available for longer commitments