The Data-to-Agent Method
From messy data to working AI you can trust — and a partner who runs it.
Four steps. Each one stands on its own. Start where it makes sense and grow only what proves out.
STEP 1 · START HERE
Agent Ready
Get your data AI-ready — the foundation everything else depends on.
Best for
Anyone whose data lives in scattered systems and spreadsheets. The step almost every failed AI project skipped.
What you get
We connect and clean the data for your priority use case in Salesforce Data Cloud, with the governance and cost controls to keep it trustworthy and predictable.
The outcome
A trusted, AI-ready data foundation — so the agents you build next are accurate from day one, not guessing on bad data.
Timeline
3–5 weeks. Can be sold on its own, or rolled straight into your first agent.
How it’s priced
Fixed fee, agreed up front.
STEP 2 · PROVE IT
Agent Launch
Get one real AI agent live — fast, fixed price, no surprises.
Best for
Leaders who want proof before a big commitment. The lowest-risk way to see what AI can actually do in your business.
What you get
We build your first working agent on top of the Agent Ready foundation, put it live inside Salesforce, and add the guardrails and reporting to trust it.
The outcome
One agent in production in weeks — tied to a number you already track, like a faster sales response, deflected support tickets, or hours saved.
Timeline
4–6 weeks, with a go / no-go checkpoint partway in. If we miss it, you don’t pay for the next phase.
How it’s priced
Fixed fee, agreed up front.
STEP 3 · SCALE WHAT WORKS
Agent Scale
Roll AI across a whole team — and tie our pay to your results.
Best for
Teams that proved the first agent and want to expand across sales, service, marketing, or operations.
What you get
Three to five more agents across one function, integrated and tested on your real data, with change management so your team actually adopts them.
The outcome
A function running on AI — measured against a KPI your board already sees. Your scorecard becomes our scorecard.
Timeline
3–6 months, delivered in two-week cycles you can see and steer.
How it’s priced
Base delivery fee plus an optional shared-upside component tied to the agreed result.
STEP 4 · THE FLAGSHIP
Agent Care
We run your AI workforce — and part of our fee rides on the return.
Best for
Any leader who wants AI that keeps producing — not a project that quietly decays after the consultants leave.
What you get
We run your agents and the revenue engine around them as one managed system. In practice that means we operate it all month to month — paid media and campaigns, content, CRM operations, and ongoing Salesforce and Agentforce management — with continuous monitoring, tuning, governance, and a monthly report to leadership on the return.
The outcome
An AI workforce that keeps earning its keep — accurate, governed, and measured every month against a number you already track.
Timeline
Ongoing monthly partnership.
How it’s priced
A base retainer that covers the operating work, plus a performance slice tied to a result we control and you care about. We put our fee where our promise is.
This is the heart of what we do. Most firms hand over a finished project and walk away — we stay on, run the workforce, watch the numbers, and carry the accountability for the return. It's the one promise the big firms structurally can't make, because their business depends on selling you the next project, not owning the last one.
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