Initial Consultation - NO CHARGE


1. Review what you're trying to do

With one phone call we immediately begin to discuss your issues and answer your questions.  We also begin to understand your business processes and your overall vision for using Salesforce.  This initial phone call provides what we'll look for when we begin to review the system.

2. Evaluate your Salesforce system

Together, we take a look and your Salesforce system and take a closer look into the issues and your questions.  We'll have you show us the system and we immediately begin to identify solutions and discuss solutions as we continue through this process.  We'll do this at your convenience via a ZOOM meeting and we welcome you to invite any other teams members for this session.

3. Make a preliminary recommendation

Now that we've talked to you and seen your Salesforce we begin to offer specific design considerations and changes that we think will improve your overall use of the system.  Our initial recommendations could be as simple as modifications to out-of-the box settings, field updates or page layouts.  We may also identify the need for updating your overall structure with new Objects and enhanced structure.  Together, we walk through these recommendations, answer your questions, and determine the best course of action.

4. Determine if you need our help

At this point, we are now getting to know you and understand your business.  We've seen Salesforce and we've  discussed your issues and our recommendations for improvements.  So what's next?  Many of the items we've discussed could be simple changes that you can handle internally, but we're here to help if you need us. Together, we will identify areas where we can step in to work with you to update and enhance your Salesforce system.  

All at no charge to you!



Based on our discussions we've identified specific design elements and we provide you with the number of estimated hours and the amount of time it will take.  You give us the green light and we start.  We only bill for the actual amount of time required to complete the design tasks so if we estimate 10 hours and it only requires 8, we would invoice you for 8 hours.


This is more complex but we are fantastic when it comes to developing and managing project plans .. and you and your team are part of the process.  In the case of a Project Design, the first step is to fully scope the project.

Project Designs are typically related to more complex design requirements such as a series of new objects, new processes and workflows, time-based alerts, visual force components and formulas, enhanced security settings, community designs and back-end data integrations.


  • Identify required objects:  standard and custom based on the license type that is the best value for your company
  • Review fields including advanced formula fields and rollups summaries
  • Determine record types and page layouts
  • Evaluate object structure and relational database structure
  • Review the user interface for page layout and user experience enhancements
  • Review the various options on the lightning interface design
  • Review data migration requirements
  • Determine analytical reporting and dashboard requirements
  • Determine processes, approvals, flows, workflows and alerts requirements

These are the basic items related to a project and once we review these items we move into other design related items such as:

  • Can the design be enhanced by using Visual Force design elements
  • Review the possibilities for Communities 
  • Is there a back-end system integration that could enhance the system
  • Discuss other design related enhancements to improve the overall functionality of the system

Once we've reviewed each of these items, including "time to complete" estimates, we are ready to prepare an estimate using or project estimator tool:

  • The estimate is prepared with all the details related to the required design elements
  • We have a detailed review with you and go through the estimate, line by line, to insure that it works within your budget and we send you a copy of the initial estimate in excel
  • We modify and update the estimate as needed
  • We have a final review of the estimate

Once we're all in agreement on the estimate and overall nature, scope and timeline for the project, we are ready to prepare a final statement of work:

  • We send over the statement of work
  • We review for any final changes
  • We execute the Statement of Work
  • We start immediately

At this point, we dive in.  We create a project plan using our Blue City Studios instance of Salesforce.  We track all our work and we provide you with a weekly summary of completed tasks and overall progress on the the design.  


You are engaged in this process and you're seeing the design take shape as design elements are added.  We have weekly design review calls scheduled with you from the time we start right through the go-live process.  We are also in constant communication with you through emails and unscheduled phone calls.  Whatever it takes for a successful implementation .. that's all we care about.


Are you ready to talk?

Give us a call or send us an email. We can schedule an initial consultation immediately.

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