Engagement Models

How we work

Three engagement models designed to match how you operate. No hourly billing. No staff augmentation. Just honest scoping and the expertise to deliver, with the price set before the work begins.

Where to start

The Salesforce Org Assessment

Most organizations start here: a fixed-price read of what your Salesforce is doing well and what's quietly costing you, with a prioritized roadmap for what comes next, and the report is yours to keep.

Find your starting point

Or see the full assessment page →

My Commitments

What I don't do

Sometimes clarity comes from saying what you're not. Here's what doesn't fit how I work.

  • Staff augmentation

    I'm not a body in a seat. If you need someone to execute a roadmap you've already defined, there are better options than bringing in a senior architect.

  • Hourly billing

    Hourly billing creates a conflict of interest between speed and revenue. I work on monthly retainers and fixed-price projects. Both reward efficiency instead of penalizing it.

  • Handoffs

    You work with the same person from scoping through delivery. No account managers and no junior hand-off, so nothing gets lost between strategy and execution.

  • Scope padding

    I don't inflate complexity to extend engagements or manufacture urgency to win work. If the right answer is smaller than your budget, I'll tell you.

  • Disappearing acts

    Knowledge transfer is a real deliverable, scoped and scheduled like the rest of the work. I build with the exit in mind, so your team is stronger and more capable after I'm gone.

What this costs

The Salesforce Org Assessment starts at $3,600. You get a full read of your Salesforce setup and a prioritized roadmap, and the report is yours to keep whether or not we work together after.

Build projects are scoped from a short paid discovery, so the price matches the actual work. Most land between $8,000 and $35,000. Moving from NPSP to Nonprofit Cloud is its own track, and I'll size it honestly once I've seen your data. The Org Assessment often does double duty as the discovery for whatever build it points to, so for most organizations it's one step, not two.

For ongoing help, retainers start at $750/month for a light standing-partner cadence and $2,000/month for hands-on monthly support. If you want an architect on call for bigger decisions, there's a fractional tier too.

If budget is tight. The quality of the work does not change with your budget. The structure can. For mission-driven organizations working with real constraints, I offer reduced retainers, phased projects you can fund in stages, and a free first discovery call of up to an hour. The prices above are what I hold to, and I'm glad to talk through a structure that fits what you can actually spend.

No hidden fees and no surprise line items. You pay one fixed price, agreed before any work begins.

How It Works

The process

Every engagement follows the same disciplined approach: understand first, scope honestly, deliver with rigor, and leave you stronger.

01

Discovery

Understand your org, your team, your constraints, and what success actually looks like. The technology conversation comes after.

02

Proposal

Clear scope and an honest timeline, with the price set before we start. You know exactly what you're getting and what it costs.

03

Delivery

Disciplined execution, with documentation and regular check-ins as I go. If things change, you hear about it right away, not after the fact.

04

Handoff

Knowledge transfer, decision logs, and training, so your team can maintain and evolve what was built after I'm gone.

Questions

Frequently asked

These are the questions I hear most often. If yours isn't here, let's talk.

  • What does a fractional Salesforce architect do?
    A fractional architect provides part-time senior technical oversight for your Salesforce organization. This includes code review, architecture design review, solution validation, and strategic guidance on your technical roadmap. Unlike a consultant who solves a specific problem and leaves, a fractional architect stays engaged with your team on an ongoing basis, mentoring your team and helping evolve your platform as needs change.
  • How much does Salesforce consulting cost for nonprofits?
    Most organizations start with a Salesforce Org Assessment, a fixed-price review starting at $3,600. Build projects are scoped from a paid discovery and most land between $8,000 and $35,000. Ongoing retainers start at $750/month for a light cadence and $2,000/month for hands-on support. I offer reduced rates and phased structures for mission-driven organizations with genuine budget constraints. Every price is fixed and agreed before work begins, with no hourly billing.
  • How long does a Salesforce implementation take for nonprofits?
    Timeline depends entirely on scope. A Salesforce Org Assessment runs 2 to 3 weeks. A data migration or complex integration could take 8 to 12 weeks. A full implementation varies widely based on your current state and goals. I scope these projects with confidence because AI-assisted delivery lets me investigate thoroughly upfront, catch edge cases early, and price on actual complexity rather than estimates.
  • How does AI-assisted consulting reduce project costs?
    AI tools accelerate my delivery without cutting corners. I use AI for code generation, documentation, scaffolding, and prototyping, then validate and refine the output before delivery. That speed means I can scope fixed-price projects more thoroughly and price with confidence instead of padding estimates. I keep the margin that AI efficiency creates, which means lower costs on fixed-price work and faster delivery on retainers. The architectural judgment and the quality assurance stay entirely human.
  • What does knowledge transfer look like in a consulting engagement?
    Knowledge transfer is a core deliverable. For every piece of work I deliver, I include inline documentation explaining what was built and why, decision logs capturing the alternatives I considered, training for your team on how to maintain it, and mentorship during the engagement. The goal is always to leave your organization stronger and more capable, not more dependent on me. If your team needs me forever, I've failed.

Start a conversation

If any of this fits what you're building, I'd like to hear about it. Let's talk about how we can work together.

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