Service catalogue
A structured catalogue behind a deliberately simple market message.
Internally we run a full catalogue across CRM, automation, integration, data, reporting, AI and managed services. Externally we lead with three pillars so buyers know exactly what we are known for.
Catalogue
Categories, pricing method and recurring revenue path
Every service is designed with an onward path — an assessment leads to a project, and a project leads to a recurring relationship.
Salesforce & CRM
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Salesforce Health Check | Fixed fee | Managed services |
| Salesforce implementation | Fixed price or time & materials | Managed services |
| Salesforce optimization | Fixed fee | Ongoing optimization |
| CRM consulting and selection | Daily or fixed fee | Implementation |
| CRM implementation package | Fixed price | Support retainer |
Automation & Integration
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Business process automation | Fixed price per process set | Automation retainer |
| Salesforce Flow automation | Fixed price | Managed services |
| Integration assessment | Fixed fee | Integration build |
| API and system integration | Project-based | Integration monitoring |
| Document generation & e-signature workflow | Fixed price | Support |
Data & Reporting
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Data migration | Project-based | Data operations retainer |
| Data cleansing | Fixed fee package | Recurring data hygiene |
| Data governance framework | Fixed fee | Quarterly review |
| Executive dashboard design workshop | Daily rate | Reporting retainer |
| Reporting and analytics build | Fixed price | Managed reporting |
Managed Services & Support
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Managed Salesforce services | Monthly recurring | Core recurring revenue |
| CRM managed services | Monthly recurring | Core recurring revenue |
| Technical support desk | Monthly recurring | Tier upgrades |
| Advisory retainer | Monthly retainer | Strategic expansion |
| Staff augmentation | Hourly or monthly | Conversion to managed service |
Software Engineering & Development
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Website design & development | Fixed price | Maintenance plan |
| Web application development | Fixed price or time & materials | Support & enhancement plan |
| Mobile app development (iOS & Android) | Project-based | App maintenance plan |
| Custom software & backend engineering | Time & materials | Managed development capacity |
| API design & build | Fixed price per API set | Integration monitoring |
| Cloud hosting, DevOps & CI/CD setup | Fixed fee | Cloud operations retainer |
| Code audit & project rescue | Fixed fee assessment | Rebuild or maintenance plan |
| QA & automated testing setup | Fixed fee | Recurring quality service |
Complementary Services
| Service | Pricing method | Recurring opportunity |
|---|---|---|
| Microsoft 365 / Google Workspace consulting | Daily rate | Support plan |
| IT project management | Daily or monthly | Programme advisory |
| Technology assessment & process improvement | Fixed fee | Transformation roadmap |
| User training and documentation | Fixed fee | Ongoing enablement |
| Cybersecurity and backup advisory | Fixed fee | Specialist referral or partner delivery |
Pricing note
Pricing methods are shown rather than figures. Rates, package prices and managed service fees should be set commercially against your own cost base, capacity and market research — not copied from generic benchmarks.
Productized services
Packages clients can actually buy without a three-week scoping exercise.
Each package has defined scope, deliverables, client responsibilities, exclusions and an upsell path.
Salesforce Health Check
Review of security, users, permissions, flows, objects, data quality, reports, dashboards, integrations and performance.
Deliverables
- Configuration and security review
- Automation assessment and failure analysis
- Data quality findings
- Technical debt register
- Prioritized remediation roadmap
- Duration
- Short, structured engagement
- Client responsibilities
- Read access for review, stakeholder interviews, documentation access
- Exclusions
- Remediation work, development, data changes
- Pricing method
- Fixed fee
- Upsell path
- Remediation project, managed services
Salesforce Automation Package
Process workshop, automation assessment, Flow design, build, testing, documentation and training for an agreed process set.
Deliverables
- Process maps
- Automation design
- Built and tested flows
- Runbook
- User training
- Duration
- Defined per agreed process count
- Client responsibilities
- Process owners available for workshops, sandbox access, UAT participation
- Exclusions
- Apex development, third-party integrations, data migration
- Pricing method
- Fixed price
- Upsell path
- Managed Salesforce support, integration work
CRM Implementation Package
Discovery, core configuration, leads, accounts, contacts, opportunities, basic automation, reports, dashboards, data migration and training.
Deliverables
- Configured org
- Migrated core data
- Report and dashboard set
- Admin and user training
- Duration
- Fixed phase plan
- Client responsibilities
- Named project sponsor, source data extracts, timely UAT sign-off
- Exclusions
- Complex integrations, custom development, multi-cloud scope
- Pricing method
- Fixed price
- Upsell path
- Integration project, managed services
Data Cleanup Package
Data assessment, duplicate analysis, field completeness, normalization, cleanup execution, validation rules and governance recommendations.
Deliverables
- Data quality baseline
- Cleansed records
- Validation rules
- Governance recommendations
- Duration
- Scoped by record volume
- Client responsibilities
- Data owner decisions on merge and retention rules, backup approval
- Exclusions
- Migration to a new platform, ongoing stewardship
- Pricing method
- Fixed fee package
- Upsell path
- Data governance retainer, recurring hygiene service
Executive Reporting Package
KPI workshop, report design, dashboard implementation, management dashboard and training.
Deliverables
- KPI definition sheet
- Report library
- Executive dashboard
- Training session
- Duration
- Short engagement
- Client responsibilities
- Executive availability for the KPI workshop, agreement on definitions
- Exclusions
- External BI tooling, data warehouse build
- Pricing method
- Fixed fee
- Upsell path
- Reporting retainer, data governance
Managed Salesforce Support
Agreed monthly capacity for administration, enhancements, reporting, data operations and release support within defined service boundaries.
Deliverables
- Monthly service report
- Enhancement log
- Release support
- Quarterly business review
- Duration
- Rolling monthly subscription
- Client responsibilities
- Named contacts, change approval process, environment access
- Exclusions
- Large features, major integrations, new implementations, large migrations
- Pricing method
- Monthly recurring
- Upsell path
- Tier upgrade, optimization projects, advisory retainer
Digital Transformation Assessment
Evaluation of people, process, technology, data, automation, integration and reporting maturity.
Deliverables
- Current-state findings
- Opportunity register
- Prioritized transformation roadmap
- Duration
- Structured multi-week engagement
- Client responsibilities
- Cross-functional stakeholder access, system documentation
- Exclusions
- Implementation, vendor negotiation
- Pricing method
- Fixed fee
- Upsell path
- Implementation programme, advisory retainer
Website Build Package
Design and build of a marketing website or landing pages: structure, content migration, contact and lead-capture forms, analytics, SEO fundamentals and launch.
Deliverables
- Designed and built website
- Lead forms connected to CRM
- Analytics and search setup
- Editor training and handover guide
- Duration
- Fixed phase plan
- Client responsibilities
- Brand assets and copy decisions, timely feedback on designs, domain and DNS access
- Exclusions
- Copywriting, photography, e-commerce build, custom application features
- Pricing method
- Fixed price
- Upsell path
- Maintenance plan, web application development
Web Application MVP Package
Discovery, prototype, build and launch of a first-version web application — portal, internal tool or dashboard — integrated with your CRM and data.
Deliverables
- Clickable prototype
- Working MVP in production
- CRM/data integration
- Documentation and admin training
- Duration
- Scoped per feature set
- Client responsibilities
- Named product owner, weekly demo attendance, UAT participation
- Exclusions
- Native mobile apps, large third-party integrations, ongoing feature development
- Pricing method
- Fixed price or capped time & materials
- Upsell path
- Phase 2 build, support & enhancement plan
AI Automation Assessment
Identify AI use cases, expected business value, data requirements, security considerations, implementation complexity and recommended pilots.
Deliverables
- Use case shortlist
- Value and risk assessment
- Recommended pilot plan
- Duration
- Short engagement
- Client responsibilities
- Process access, data samples, security stakeholder involvement
- Exclusions
- Model training, production AI build
- Pricing method
- Fixed fee
- Upsell path
- AI pilot implementation, automation project
Revenue design
Six streams, weighted deliberately toward predictable revenue.
| Stream | Role in the business | Revenue character |
|---|---|---|
| Assessments | Low-risk entry engagement that qualifies and scopes larger work | One-time, fixed fee |
| Implementation projects | Largest project revenue and the source of reference stories | One-time, milestone billed |
| Optimization projects | Recurring improvement work for existing platform clients | Repeatable, fixed fee |
| Managed services | The foundation of monthly recurring revenue | Recurring |
| Advisory retainers | Strategic guidance at leadership level | Recurring |
| Staff augmentation | Capacity fill and a route into enterprise accounts | Hourly or monthly |
Next step
Not sure which package fits? That is what the first conversation is for.
Tell us the process that hurts and we will point you at the smallest engagement that would meaningfully move it.