Free · No Commitment · No Pitch

Get a free read on
your Salesforce org.

Fill out the form and we'll do a thorough review of your org — then walk you through exactly what we found, what's costing you, and what we'd do about it. Completely free.

✓ Full org audit — data model, automations, permissions, and tech debt
✓ Prioritized findings report — what's broken, what's wasteful, what to fix first
✓ 30-min debrief call — we walk through the report with you, answer everything
✓ License review — are you overpaying? We'll tell you honestly
★★★★★ 4.9 / 5 on Salesforce AppExchange  ·  95% five-star reviews
Request Your Free Assessment

Tell us about your org

We'll review everything and get back to you within one business day to schedule your debrief.


What's Included

Here's exactly what
you'll walk away with.

No vague "assessment report." We give you specific, actionable findings you can act on — whether you hire us or not.

01
Data Model Analysis

We audit every object, field, and relationship. We flag redundancies, bad architecture decisions, and anything that's slowing your team down or breaking reports.

02
Automation & Flow Review

We map out all active flows, triggers, and workflow rules. We identify conflicts, inefficiencies, and automation that's broken — or about to be.

03
License & Cost Audit

We look at what you're paying vs. what you actually use. Most orgs are overpaying significantly. We'll tell you exactly where and by how much.

04
Security & Permissions Check

We review your profiles, permission sets, and sharing rules. We flag anything that's exposing data it shouldn't or creating compliance risk.

05
Prioritized Findings Report

Everything we find, ranked by impact. Critical issues first. You'll know exactly what to fix now, what can wait, and roughly what each fix involves.

06
30-Minute Debrief Call

We walk through the report with you live. You ask questions, we give straight answers. No PowerPoint. No fluff. Just an honest conversation about your org.

“

The health check alone was worth more than what we paid other consultants for full projects. They found three critical issues in our data model that nobody had ever flagged before.

Marcus T.
Marcus T. Director of Operations — Financial Services Firm
Common Questions

Before you fill out the form.

Is this actually free? What's the catch?
Genuinely free. No invoice at the end, no credit card required, no pressure to hire us afterward. We offer it because it's a great way to meet potential clients, and honestly — we just find it interesting. You'll get real value regardless of what happens next.
Do you need admin access to our Salesforce org?
For a thorough review, read-only system admin access is ideal. But we can work with whatever you're comfortable sharing — even a screen-share walkthrough gives us a lot to work with. We'll discuss access when we schedule the debrief.
How long does the review take?
We typically complete the review within 3–5 business days of receiving access, then schedule a 30-minute debrief call to walk through findings. Total elapsed time from form submission to debrief is usually under one week.
What if we're a small nonprofit with a basic setup?
Perfect — about half our clients are nonprofits, many with small teams and tight budgets. Simpler orgs often have cleaner findings that are faster to act on. We'll scope the review appropriately and be upfront if there isn't much to flag.
What happens after the debrief?
Entirely up to you. Take the report, share it with your team, and handle things yourself. Or if the findings point to work you'd like help with, we can talk about next steps. There's no obligation and we won't follow up with sales emails.