I help San Antonio-area nonprofits and small businesses turn Salesforce into a system their team actually relies on — without the cost or complexity of a big consulting firm.
Most small organizations use a fraction of what they pay for. These are the three things I fix most often.
It was configured once, no one owns it, and it hasn't kept up with how you actually work today.
Duplicates, blank fields, and inconsistent entries make your reports unreliable.
Your team re-keys the same information and chases follow-ups by hand, every week.
A 30-minute review of your org. You get a short report of the 3 highest-impact fixes — no obligation.
A focused project to clean up your data, build the reports you need, and automate the biggest time-wasters.
A monthly retainer keeps Salesforce improving as your needs change. Cancel anytime.
We spend 30 minutes looking at your Salesforce together. Afterward you get a short written list of the three highest-impact improvements for your org — yours to keep whether or not we work together.
No. This is built for small teams. Many clients start with a one-time QuickStart, then move to a low monthly retainer that costs far less than a full-time hire.
That's the most common starting point — and exactly what I fix. Cleanup is usually the first thing we tackle in a QuickStart.
Yes — based in San Antonio. You get real meetings, fast replies, and someone who answers when something breaks. No offshore handoffs.
30 minutes, no obligation. You'll walk away with 3 concrete improvements you can act on right away.