Most Salesforce problems aren't one-time build problems — they're every-week problems. I build deployable AI agents that handle the babysitting, for a fraction of a full-time ops hire.
One thing worth saying plainly: an agent demo takes an afternoon. An agent that runs every Monday for a year — in production, on your stack, with guardrails — is a different thing entirely. That second thing is what I deploy.
Every agent is a fixed-scope deployment plus a monthly run-and-tune retainer. Typical AI agencies charge $5,000–$15,000 per custom workflow; these are productized — faster to deploy, cheaper to run, and it's just me on the other end.
Weekly sweep of your org: past-due close dates, deals silent 30+ days, missing amounts and next steps, stage pile-ups. Owners get their flags, the revenue leader gets the rollup, and dead deals get proposed for close-out in a one-click approval list.
A Monday-morning brief your CRO will actually read: forecast movement, coverage vs. target, deals that slipped or stalled, and the three things needing attention this week. Phone-readable in sixty seconds, no dashboard login.
Watches the forecast itself: close-date slips (and who slips repeatedly), commit-category changes, weekly pipeline snapshots so "what changed since last month?" always has an answer. The agent that makes board numbers defensible.
Keeps records current so reps don't have to: updates from email and calendar context, logged activity, filled fields, flagged duplicates. The "stop paying salespeople to do data entry" agent.
Every inbound lead enriched (company size, industry, fit score) and routed to the right owner in minutes, with SLA alerts when leads sit untouched. Speed-to-lead without the spreadsheet triage.
Continuous dedupe, field normalization, and a running data-health score. Includes a one-time deep clean at setup, then holds the line so quality never regresses to next quarter's cleanup project.
Tracks renewal dates and account health signals: contracts approaching term, accounts gone silent, contacts who left the company. Flags at 120/90/60 days so renewals are worked, not discovered.
Triages the system-notification firehose — Apex failures, integration errors, flow faults — so real problems reach a human and noise gets filed. Includes a monthly summary of recurring errors worth actually fixing.
The full machine I run for Soleil: multi-signal prospecting, personalized outreach from a dedicated sending domain, autonomous reply handling with human approval on every meeting, and a daily action list. Deployed on your stack, tuned to your ICP.
All monthly retainers include monitoring, tuning, and reasonable scope evolution — agents get smarter about your business over time, and month-to-month terms mean the agents earn their keep or they're gone.
Agents operate with explicit permission boundaries — read-only where you want caution, human approval gates on anything irreversible, and full audit trails on everything they touch. Because it's just me, the person who builds your agent is the person who answers when you want it to do more.
Pick the agent, define its guardrails, set the permission boundaries. Usually 30–45 minutes — and you leave with a concrete quote.
I deploy and tune the agent against your org. Fixed fee, defined deliverable, clear timeline. Your free audit report arrives within days of access, and most single agents are live in production inside two weeks of scoping — including a shadow week where I personally review every report before your team relies on it.
The agent works. I monitor, tune, and answer when you want it to do something new. Direct access — no account managers.
Agent projects usually die in security review, so this one is designed for it.
The agents run standalone on your own stack. No new software seats, no Salesforce Agentforce SKUs required, nothing billed to a third-party AI platform you don't control.
Salesforce access is through a connected app your admin creates, controls, and can revoke at any time. Write permissions exist only where you've explicitly signed off, scoped narrowly, with every change logged and reversible.
Reports go only to the recipients you designate. The agents store none of your Salesforce data at rest. If your security team has questions beyond that, they talk directly to the person who built the system — me.
The best demo isn't a slide deck — it's your own org. I'll run a read-only Pipeline Hygiene Agent pass against your Salesforce and hand you the report: what's stale, what's inflating your pipeline, what your forecast is really built on.
Read-only. No records modified. If the findings aren't worth acting on, it cost you one meeting.