Get started by entering your name, email, and a description of your current situation into the form.

I (Nick) will be notified and can reach out to you to schedule a free strategy session by email.

The strategy session can be between 30 and 60 minutes and is hosted on Google Meet.

I charge a flat $150 / hour for any work we agree to do based on the strategy session. Of course the strategy session itself is free.

For first time engagements, half the payment is due upfront. Invoicing on net-15 terms is available for returning clients.

I'm excellent at:

• Creating Automation - Building Salesforce automation with Flows
• Business Process Management - Designing custom objects to support new business processes
• Data Integrations - Integrating external data into Salesforce
• Sales Funnels - Evaluating and improving the effectiveness of your sales pipeline
• Technical Debt - Converting Apex code into Salesforce Flows

I got started in the Salesforce space in 2017 while working at a Real Estate and Tax Law firm, eventually becoming the Executive Manager of Salesforce & Digital Assets for the firm.

I transitioned to consulting in 2021 and have worked with well over 40 clients, with a focus on the financial services industry.

My clients have ranged from big to small, with some clients being publicly traded firms having an impressive $150+ billion in AUM and some clients being much smaller 10-15 person operations.

I hold 15+ certifications, including some of the very difficult to achieve Architect and Developer certifications.

I've seen a lot and am sure I can apply some of my expertise to help you.