Start Your Fall Dash

Live on Salesforce in about 7 days.

A $995 fixed-scope Sales Cloud launch for your net new customers. Signed by October 31, and we handle everything after the intro.

Target timeline, not guaranteed.

Submit the Form Below or Contact our Sales Representative to Get Started

Todd Giddens will reach out to you on next steps to begin your Fall Dash, or reach out to Todd on Slack.

  • The deal keeps moving. Your customer has a priced, defined path to being live, so nothing stalls after signature.

  • One email starts it. Drop us the customer name and contact, and we take it from there. No scoping calls, no negotiating.

  • Fixed scope, no surprises. One intake form, four working sessions, one flat price. No caps on users, records or slots.

  • On-shore experts who stick around. Your customer gets a RevOps team that stays on as their support partner after launch.

Why AE’s Love It

What Your Customer Gets

Fall Dash is a standard Sales Cloud launch built from a short intake form, delivered in four working sessions of about an hour each:

  • kickoff and intake review

  • configuration review

  • recorded end-user training

  • flex Q&A and handoff.

It covers core org setup and security basics, one lead to opportunity sales process, activity management basics, one data import from our template, two starter reports and a dashboard, plus a recorded training and quick reference guide.

Custom objects, flows and advanced automation, integrations, products and quoting, sandbox work and complex migrations, and Service, Marketing, Experience Cloud or CPQ. If your customer needs any of those, we'll point them to Foundation or Scale instead, so the referral still lands somewhere good.

What It Doesn't Cover

  1. You spot a net new customer buying Sales Cloud and send us the referral below.

  2. We reply within one business day with the agreement and SOW for e-signature.

  3. Your customer completes the intake form and we schedule kickoff within five business days.

  4. Four working sessions later, they're live and trained, with a clear next step for ongoing support.

How It Works

FAQ

  • Yes, agreements need to be signed by October 31, 2026 to line up with quarter end.

  • Nope. The scope, terms and price are fixed, and the agreement is our standard MSA with a Fall Dash SOW.

  • That's what Foundation and Scale are for. Send them anyway and we'll recommend the right fit.

  • Customers can continue with an optional five hour monthly support retainer for configuration, support, reporting and roadmap work.