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.
1. 15-minute let’s get acquainted.
Introduction with our Head of Innovation to understand your needs and review next steps.
2. We talk for 60 minutes.
You bring the AI use cases on your mind, the things your team is excited about, and the questions keeping you up at night. We listen and ask sharp questions.
3. We do the heavy lifting offline.
Over the next few days, our team uses Coastal’s enterprise delivery toolkit to perform a real technical analysis of your org.
4. We bring you a readback.
One focused session where we tell you what we found, validate (or challenge) the use cases you brought, surface the ones you didn’t think to ask about, and give you a 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
- Additional opportunities we surface from the analysis
- A prioritized path forward — what to do first, what to sequence next
- 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).
