Get your free
Salesforce

Health Check

A real diagnostic built for $10M to $75M companies. Not a sales call in disguise. We tell you exactly what is working, what is broken, and what to fix first.

Value $500

FREE

"We were paying a freelancer $4,500 a month to maintain something that was broken at the foundation. The Health Check made that obvious in one call."

Executive Director, $78M Nonprofit

Know exactly
where you stand.

Six clear deliverables. Plain English. Actionable, whether you work with us or not.

WHAT YOU’LL RECEIVE

  1. Revenue Visibility Score how well your setup surfaces pipeline and forecasting to leadership

  2. Top 3 Friction Points the specific places slowing your team down right now

  3. Priority Fix Recommendation one clear first move, whether you work with us or not

  4. Admin Dependency Risk Flag how exposed you are if your Salesforce knowledge walks out the door

  5. Shadow CRM Assessment whether your team is still running off spreadsheets behind Salesforce

  6. Growth Stage Readiness is your current setup, built to get you to the next revenue stage

Takes 2 minutes. We’ll follow up within one business day.