Start from your situation.
Most teams don't wake up wanting "more Flow"; they want the work to match reality. Below are four common starting points. Not sure which fits? That's what the first conversation is for.
You have Salesforce but it's not doing enough
Act 1: Arrive
NPSP or Nonprofit Cloud is live, but staff still live in spreadsheets. Reports don't match how decisions get made. Integrations are half-built or brittle. You're optimizing, not starting from zero, and something still feels stuck.
Act 2: Expand
I map how work really flows, then close the gap with Flow, reporting, data model fixes, and integrations, always asking what's the smallest change that removes the pain.
Act 3: Own
You get documented patterns, admin-friendly automation, and training so your team can extend the org without a consultant for every tweak.
Often includes
- NPSP & Nonprofit Cloud optimization
- Flow automation
- Integrations
- Reporting & dashboards
You're evaluating whether Salesforce is right
Act 1: Arrive
You're weighing a platform change, a first implementation, or whether to double down. Vendors sound confident; your gut says you need an honest read before signing years and dollars.
Act 2: Expand
Discovery is questions-first: your workflows, constraints, and what "success" means. You'll get a straight assessment, including when a simpler tool, a phased approach, or "not yet" is the right answer.
Act 3: Own
You leave with clarity and options you can take to leadership or a board, not a generic slide deck pushing one SKU.
You need something built that doesn't exist yet
Act 1: Arrive
Clicks and packaged apps hit a wall: a public flow, a custom UI, GIS, a managed package, an API that doesn't exist out of the box.
Act 2: Expand
I design a build that fits maintainability and budget (Apex, LWC, Sites, integrations) with clear tradeoffs before code ships.
Act 3: Own
Documentation and handoff so your team or a future developer isn't decoding mystery code.
Often includes
- Custom Apex & LWC
- Public Sites & Flows
- Managed packages
- API integrations
You need systems to outlast any single person
Act 1: Arrive
Knowledge lives in one admin's head. Turnover is scary. Documentation is stale. You're not looking for a permanent crutch; you want resilience.
Act 2: Expand
Coaching, training, and time-bounded support are structured to build capability, not open-ended dependency. I pair on real work so patterns stick.
Act 3: Own
Your staff runs the org day to day. Retainers, when they exist, have a purpose and an end state.
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?
That's what the first conversation is for: no pitch, just clarity.