Start from the problem.
Most teams don’t wake up wanting more Flow. They want a report that matches how they decide, less duplicate entry, or a form the public can finish.
Salesforce is live, and the daily work still happens outside it
The problem
Staff still export to spreadsheets. Reports don’t match how leadership decides. Someone types the same record in twice.
The work
I look at how the work actually moves, then change the smallest piece that removes that step: a Flow, a report, the data model, or a connection to a tool you already pay for.
What you get
A setup your staff can run, plus notes and training so the next person isn’t starting over.
Often includes
- NPSP & Nonprofit Cloud optimization
- Flow automation
- Integrations
- Reporting & dashboards
You are deciding whether Salesforce is the right next step
The problem
You are weighing a first implementation, a migration, or whether to keep what you have. The proposals sound confident.
The work
I ask about the workflows, the budget, and what would have to be true for a change to be worth it.
What you get
A written assessment you can take to a director or a board. That includes when a smaller tool, or not yet, is the better call.
Clicks have run out
The problem
You need a public form, a custom screen, a map of your records, or a connection Salesforce doesn’t ship.
The work
I design the build against the budget and against who will maintain it, then write the Flow, Apex, or integration.
What you get
Working software and notes a future admin can follow.
Often includes
- Custom Apex & LWC
- Public Sites & Flows
- Managed packages
- API integrations
Too much of the org lives in one person’s head
The problem
One person knows the automations. The documentation is old. A departure would stall the week.
The work
I coach admins and program leads on the org you actually have. Support, when you want it, is for a set period and has an end.
What you get
Staff who can change a Flow, a report, or a page layout without calling me first.
Salesforce Coaching
Level up your internal team so they own more of your Salesforce strategy and need less outside help. I coach your staff (admins, power users, and program leads) to build better habits, make smarter configuration decisions, and grow their confidence in the platform. This isn't one-off training: it's ongoing, high-touch coaching tailored to your org, your data model, and your goals.
What coaching can include:
Technical scope (for search & procurement)
The situation pillars above are how teams find themselves. Below is the same work described in conventional service categories, useful for RFPs, IT conversations, and comparing apples to apples.
Salesforce NPSP & Nonprofit Cloud
Maps to: Situation 1
Whether you're starting fresh or migrating from a legacy system, I handle the full lifecycle of your Nonprofit Success Pack or Nonprofit Cloud implementation. This includes data model design, data migration and cleansing, custom fields and page layouts, record types, and user profiles. I've implemented NPSP for organizations across human services, arts, education, and advocacy, and I understand the nuances of each sector's data needs.
Deliverables include:
Flow Automation
Maps to: Situation 1
Salesforce Flow is the most powerful no-code automation tool in the ecosystem, and most orgs barely scratch the surface of what it can do. I design and build Flows that eliminate repetitive work: auto-assigning records, triggering emails at exactly the right moment, routing approvals, syncing data between objects, and surfacing actionable information for your staff. When Flow alone isn't enough, I supplement with Apex triggers and batch jobs.
Deliverables include:
System Integrations
Maps to: Situation 1
Your Salesforce org shouldn't be an island. I connect Salesforce to the tools your organization already relies on: online giving platforms, email marketing tools, accounting systems, form builders, event platforms, and more. Whether through native connectors, Zapier, or custom API integrations, I make your data move where it needs to go without anyone having to move it manually.
Deliverables include:
Reporting & Dashboards
Maps to: Situation 1
Data you can't easily see and act on isn't valuable. I build reporting infrastructure that gives leadership, program staff, and fundraisers the visibility they need, without requiring them to become Salesforce power users. I design dashboards around your actual decision-making cadence, whether that's weekly program metrics, monthly fundraising performance, or quarterly board reports.
Deliverables include:
Custom Development
Maps to: Situation 3
Some requirements simply can't be solved with clicks. When you need custom functionality (a public-facing form that feeds directly into Salesforce, a complex calculation that Formulas can't handle, a Lightning Web Component that presents data in a specific way), I write the code. I build custom solutions that are maintainable, well-documented, and built to Salesforce best practices.
Deliverables include:
Training & Ongoing Support
Maps to: Situation 4
Implementation is only half the work; adoption is the other half. I offer role-based training sessions tailored to your actual Salesforce configuration and your team's workflows. I also provide time-bounded support for organizations that need a Salesforce expert on call while building internal capability, not open-ended dependency.
Deliverables include:
Not sure which situation fits?
Book a free 30-minute call.