Improve and structure your existing Salesforce setup so your pipeline is clear, your data is reliable, and your reports actually support decision-making.

This service is designed for growing teams that already have Salesforce in place but aren’t using it effectively. I focus on cleaning up pipeline structure, aligning key fields with your existing sales process, and building a dashboard that gives you clear, decision-ready visibility into performance.

To keep the setup fast and reliable, this package includes:

Cleanup and restructuring of your existing Salesforce opportunity pipeline (up to 8 stages, including stage definition and deal flow clarity)

Review and standardization of up to 10 key fields used for tracking deals and performance

Cleanup or consolidation of redundant fields (within defined scope)

Creation of up to 2 core reports aligned with your key metrics

Setup of 1 pipeline performance dashboard

Alignment of pipeline and reporting to support key performance visibility

Data import for up to 300 records (total rows across leads, contacts, accounts, or opportunities; must match agreed structure and format)

Go-live walkthrough and short usage guidance

Minor post-setup adjustments (limited to small changes such as renaming fields, adjusting stage names, or updating dashboard filters. Does not include new features, fields, reports, or structural changes)

One structured build and one round of feedback-based adjustments (no redesigns or additional iterations)

Work may include existing custom objects only if they are directly related to the opportunity pipeline and do not require structural changes.

Not included:

Full Salesforce implementation or org setup from scratch

Advanced automation (Flows, Process Builder, complex workflows)

Custom development (Apex, integrations, APIs)

Extensive data cleaning, deduplication, or restructuring

Ongoing admin support or system maintenance

Additional reports, dashboards, or fields beyond defined scope

Multi-object reporting across unrelated datasets

Complex custom objects or modifications to the underlying data model beyond the defined pipeline scope

This is a structured setup with clearly defined limits to ensure speed and reliability. Requests outside the items listed above will be scoped as a separate project.

A structured intake form is required before work begins to define pipeline stages, key fields, and reporting needs. This ensures alignment and prevents scope changes during the build.

Intake & Alignment: You’ll complete a structured intake form to define your pipeline stages, key fields, and reporting goals. Any custom objects or fields will be reviewed during intake to confirm they fall within scope before work begins.

Review & Planning: I review your current setup and confirm scope, priorities, and structure before making changes.

Build & Optimization: Pipeline, fields, and reports are cleaned up and structured based on agreed requirements.

Delivery & Walkthrough: You’ll receive a walkthrough of your updated system and dashboard, along with guidance on how to use it.