How We Work

Every engagement begins with a structured Kickoff & Stabilisation Phase (Included in all packages).

Kickoff

We establish clarity before ongoing support begins.

• Business discovery workshops
• Technical audit of your Salesforce org
• Mapping reports and dependencies
• Review of automation and technical debt
• Documentation of prioritised fixes
• 12-month roadmap build

Outcome:
Clear structure. Clear priorities. No reactive chaos.

Managed Services Packages

All packages include structured prioritisation, roadmap oversight, and governance reinforcement.

Package A — Stability & Support

£2,250 per month
12 hours per month

Best for teams needing reliable support and controlled minor improvements.

Includes:

• 12 hours per month
• 48-hour SLA for fixes
• Monthly progress call
• Structured prioritisation via managed request object

Typical Work Covered:

• Bug fixes & issue resolution
• Minor automation refinements
• Reporting updates
• Small ad-hoc improvements

Ideal for maintaining stability once the system is structured.

Package B — Optimise & Improve

£3,500 per month
20 hours per month

Designed for teams actively improving performance and evolving their Salesforce setup.

Includes:

• 20 hours per month
• 24-hour SLA on critical issues
• Weekly check-in sessions
• Monthly roadmap & prioritisation review
• Full system review in Month 1
• Monthly structured enhancement release

Typical Work Covered:

• Dashboard & reporting redesign
• Commission logic updates
• Workflow optimisation
• Automation improvements
• Object/entity expansion
• Ongoing performance refinement

Ideal for businesses in growth mode.

Package C — Optimise & Improve Plus

£6,000 per month
40 hours per month

A premium, high-capacity engagement for businesses that want continuous progress and proactive optimisation.

Includes:

1. 40 Hours of Delivery Per Month

• Enhancements
• Automation development
• Reporting rebuilds
• Advisory and strategic consulting

2. Accelerated SLAs

• Critical: Same-day response (within 12 hours)
• High: 1–2 business days
• Medium: Within monthly hours
• Low: Added to roadmap

3. Weekly Working Session + Monthly Review

• Dedicated weekly working block
• Structured prioritisation
• Ongoing roadmap refinement

4. Proactive Optimisation
Each month includes time allocated to:

• Technical debt reduction
• Automation streamlining
• Reporting structure improvement
• Performance optimisation
• Field and logic simplification

5. Quarterly Strategic Planning

• Business goal alignment
• Expansion planning
• Automation recommendations
• Optional coordination with marketing/tech partners

Ideal for ambitious teams frustrated by slow internal change.

What Makes Our Managed Services Different

Most Salesforce support models are reactive.

Something breaks → fix it.

Our approach is structured and preventative.

We focus on:

• Governance
• Stability
• Reporting integrity
• Controlled evolution
• Long-term confidence

Salesforce isn’t just software.

It’s your revenue operating system.

And operating systems require stewardship.

When Managed Services Make Sense

• Complex Salesforce Setup
• During growth or structural change
• When internal Salesforce ownership is limited
• Lack of internal knowledge and skills
• When leadership wants reporting confidence protected