Salesforce consulting
New implementations, configuration, Salesforce Flow, integrations, data models, reporting, and ongoing improvements.
Explore salesforce consultingCRM Hacker ยท Strategy & implementation
Business priorities first. Systems that support them.
From strategy to implementation, we help growing businesses decide what comes next, build it, and keep improving it.
Work directly with Jonathan. US-based strategy and delivery.
Choose a starting point
HubSpot consulting
CRM setup, lifecycle stages, routing, workflows, marketing-to-sales handoffs, and reporting.
Explore hubspot consultingRevenue operations consulting
Cross-team alignment, lifecycle design, process ownership, system implementation, and ongoing partnership.
Explore revenue operations consultingIntegrations & automation
Connect your CRM and surrounding tools, define record ownership, and plan recovery for failed or unfinished work.
Apollo + Salesforce Quickstart
Connect your CRM, configure email sending, and get your first sequence ready. A focused implementation, delivered directly by Jonathan.
What's included
- Native integration with agreed field mapping and sync rules.
- Mailbox setup and email authentication checks.
- One client-approved sequence.
- Testing, documentation, and handoff.
We may receive partner credit if you sign up through this link.
Quoting & revenue workflows
Pricing, quotes, approvals, billing handoffs, and renewals. CPQ tools can be included where they fit the agreed needs.
AI strategy & implementation
Prioritize use cases, build agents, connect data and systems, define approvals, test real tasks, and improve after rollout.
A project or an ongoing extension of your team.
Some clients have worked with Jonathan for more than five years.
Bring a defined CRM or AI implementation, a workflow to rethink, or a need for ongoing RevOps support. Jonathan can stay involved after launch as an extension of your team, helping set priorities and improve your systems as the business changes. We agree the scope and cadence together; a documented handoff is available if you prefer.
Focused project
Implement an agreed solution.
Ongoing partnership
Support, prioritize, and keep improving.
Start with implementation and continue with support if useful. A standalone project with a documented handoff is also an option.
We work across platforms and recommend tools based on your needs, budget, and existing setup.
What affects consulting cost?
Cost depends on the workflows, teams, systems, data, integrations, implementation, testing, and training involved. Detailed assessments, software subscriptions, and ongoing support are identified explicitly.
The proposal defines deliverables, dependencies, acceptance criteria, and exclusions before work begins.
Not sure which tool is the problem? Start with the work.
Start with a free initial conversation. Detailed assessments, implementation, and ongoing support are scoped and priced separately.