Working Together

Flexible Salesforce support, shaped around your organization.

I work with a small number of clients at a time, providing thoughtful technical support without the overhead of a traditional consulting engagement.

Typical Client Work

Support for your current priorities and evolving needs.

Every engagement is different, but the work often includes a mix of ongoing administration, targeted improvements, and experienced technical guidance.

Administration & Support

Configuration, user support, troubleshooting, data quality, permissions, releases, and the day-to-day details that keep Salesforce running well.

Automation & Process Improvement

Flows and process improvements that reduce manual work and help your team work more efficiently—designed thoughtfully with scalability and long-term maintenance in mind.

Reporting & Insights

Reports and dashboards that help teams see what needs attention, understand how departments are performing, and make informed decisions.

Technical Guidance

Practical recommendations for integrations, security, installed packages, e-signature tools, document generation, and larger improvements.

The Engagement

Consistent support without a rigid package.

We’ll align on priorities and adjust as your needs change. Some months may focus on daily administration and troubleshooting; others may center on a larger process improvement or technical initiative.

Depending on what works best for your team, we can meet by Zoom on a regular cadence to review priorities, make decisions, and plan the work ahead.

Flexible month-to-month support
No long-term contract requirement
Regular Zoom check-ins on a cadence that works for your team
Clear communication about priorities and hours
Clear recommendations and the reasoning behind them

A Good Fit

You need an experienced partner, not another layer of complexity.

This model is designed for organizations that need dependable Salesforce expertise without a full-time administrator, as well as internal teams that need additional capacity and guidance.

I’ll bring a thoughtful recommendation, explain the reasoning, and help you choose the path that works best for your organization and the people who use Salesforce every day.

Start With a Conversation

Let’s talk about what your team needs.

Tell me a little about your Salesforce environment, what’s working, and where your team could use support. We’ll start with a brief conversation to see if working together makes sense.

Schedule an Introductory Call