We’ve talked to hundreds of leaders this year. The story is almost always the same.
- You’ve launched AI pilots. Some are interesting. None are scaling.
- You’re not sure if your data foundations can support Agentforce or what comes next.
- Your team doesn’t have weeks for another workshop.
- And honestly? You’re nervous that technical debt is going to bite you the moment you try to scale.
You don’t need another whiteboard session. You need someone to look under the hood and tell you what’s real.
How It Works
A focused engagement that pairs a short conversation with deep technical analysis, so you walk away with a clear view of where your AI investment can actually pay off.
2. We talk for 60 minutes.
You bring the AI use cases your team is exploring, the opportunities generating excitement, and the questions creating hesitation. We bring the analysis and technical expertise. Then our team goes to work, performing a deeper analysis of your org using Coastal’s AI toolkit.
1. 15-minute let’s get acquainted.
Introduction with our Head of Innovation to understand your needs and review next steps.
3. You get a focused readout.
A concise assessment of your Salesforce architecture, AI readiness, technical debt, and next-best opportunities — with a clear, prioritized path forward.
What You Walk Away With
- A technical read of your Salesforce org — architecture, data quality, and technical debt
- A readiness assessment for each AI use case you bring us, and additional opportunities we surface from the analysis.
- A prioritized path forward — what to do first, what to sequence next, and a short readback doc to share with your leadership team.
Who It’s For
Salesforce customers running core CRM, with AI pilots in motion or in the works (whether you have Agentforce or are just exploring it).
