Know whether this makes sense before anyone wastes time.
You need Salesforce or a frontier AI platform in scope, the budget for at least a one-month $8K engagement, and an executive aligned on the outcome. If that is already clear, send the business case and start with discovery.
See the fit requirements
Three things decide the fit.
These are gates, not points on a scorecard. If one is missing, an engagement is unlikely to work yet.
You need help deploying, transforming, or operating at least one of them against a real business problem.
One month at $8K total is the smallest commitment. Most clients invest $12K–$25K monthly in generalist and specialist subscription units, combining consultants and agents into delivery bandwidth.
A sponsor can own the outcome, make decisions, and help the organization adopt what changes.
Know when to lean in and when not to call.
Meeting the three gates makes an engagement possible. These signals show when our model is especially valuable and when another option will serve you better.
Our best terrain
- Salesforce and a frontier AI platform are both in scope.
- Claude / Anthropic is part of the stack. This is our deepest frontier-model pairing.
- The outcome crosses systems, workflows, or business functions.
- Your team wants outside experts embedded through implementation and adoption.
Clear dealbreakers
- You cannot commit at least $8K to an engagement.
- There is no executive sponsor and no credible path to one.
- You only need a small admin task, an AI demo, or a strategy deck.
- You are shopping for generic hourly staff or the lowest bid.
Start at the point you are actually at.
Talk the fit through, or send the business case first so the right people can arrive prepared for discovery.
Pick a time.
This is a qualification conversation, not a demo. You will know by the end whether it makes sense to keep going.
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What clients say.
“SOLVD has been an outstanding long-term partner across a multiyear engagement spanning projects of every complexity level.”
“We threw them some major curveballs, they adapted quickly and delivered on-time anyway.”
“We recently did two projects with them - an org migration and building a custom agentforce agent.”
“They have invested time in understanding our business need and provide suggestions accordingly.”
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Give us the business case first.
Our executive team will review your business case and come prepared to discuss your needs. We’ll coordinate a discovery call after reviewing your brief.
Questions people actually ask
Who will I talk to?
The intro fit conversation is with one of our sales leaders. For consultative discovery, our executive team will review your business case and come prepared to discuss your needs. We coordinate the call after reviewing your brief.
What is the difference between the two meeting paths?
Use the intro fit conversation when you want to test whether there is a real fit. Use consultative discovery when the platform, budget, executive sponsor, and business case are already clear and you want the delivery leaders to prepare before the conversation.
What if we are not on Salesforce?
Salesforce is not required if you need help deploying a frontier AI platform against a meaningful business outcome. Salesforce and frontier AI together are simply where our capabilities compound most.
Explore fractional Chief AI Officer servicesWhat does the $8,000 minimum mean?
The smallest engagement is one month at $8,000 total. Most clients invest $12,000–$25,000 per month, based on the number and mix of generalist and specialist subscription units. Six- and twelve-month contracts offer discounted monthly rates. They carry a larger total commitment than the $8,000 one-month engagement.
See pricing and what drives the investmentWhat if we do not have executive alignment yet?
Do not request discovery yet. The readiness assessment can help expose the foundation and sponsorship gaps you need to resolve first.
Score your readiness