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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

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.


Agentforce Readiness Assessment

Most AI implementations fail because the data isn’t ready. Find out exactly where you stand and what to fix first.

You get:

A readiness score

A 30/60/90 roadmap

Data quality + identity audit

Data 360 readiness check

Your top 3 high-ROI agent use cases


If you want Agentforce to work, this is your first step.


Free Salesforce Audit
ZERO RISK

FREE

Let’s find out what’s broken.
We’ll come up with a plan to fix what’s fixable and find some quick wins you can get this week — no strings attached.


10-question intake form: Tell me what’s frustrating you most

30-minute video review: I’ll walk through your Salesforce instance

Written report: 3–5 issues I found + 1–2 quick wins you can implement today


Power Hour
QUICK WIN

$497*

One hour. One problem. Fixed.
Stop wrestling with workflows, reports, or integrations. Let’s jump on a call and solve it together — right now.


Live screen-share session: We fix your issue together in real-time (recorded for your reference)

3 next steps: Clear action items you can implement after our call

1-week email follow-up: I’ll check to see if you have any further questions

Perfect for: broken reports, workflow fixes, data cleanup, integration troubleshooting


Expert for a Day
MOST POPULAR

$1497*

Everything’s breaking and you need a pro to fix it NOW.
Your Salesforce is a mess. Integrations aren’t working. Your team is frustrated. You need someone to come in, assess everything, and make it work — today.


Pre-session audit: I’ll review your setup before we start

6-hour intensive session: Strategy, implementation, and fixes all in one day

Custom roadmap: Prioritized action plan for what to do next

30-day email support: I’ve got your back while you implement changes

Perfect for: major migrations, integration failures, system overhauls, team training


* Starting prices based on number of licenses & data complexity. Discounts are available for nonprofit organizations.


Flexible Managed Services Support

You don’t need another full-time hire. You need someone with the bandwidth and expertise to tackle the projects that have been sitting on your to-do list for months. I work alongside your team, whether that’s you, an overloaded admin, or a mix of both.

3-month minimum service terms; discounts available for longer commitments

Data, Integration, and AI Readiness Expertise

When a process isn’t mapped correctly or your data quality is declining, deals fall through the cracks. I help streamline your revenue operations and ensure nothing gets lost between marketing and sales.

3-month minimum service terms; discounts available for longer commitments


What’s the one Salesforce issue that’s been bugging you for months?