Salesforce CRM Health Check

exc. tax. $500.00 deposit

The Salesforce CRM Health Check will take a look at your current Salesforce installation and make recommendations on how this can be improved. A health check for Salesforce is just like a personal health check. We will make sure that you are running at an optimised level.

Health Check Salesforce CRM Health Check
Health Check

1. Introductory meeting

It’s important that we say hello before we start this new partnership.

In this first meeting we will confirm your order and ensure eligibility criteria are met. If for any reason we cannot continue with the project or any portion, you will receive a full refund within 7 business days.

You will be assigned a Project Manager who will be responsible for your project success.

2. Kick-Off Meeting

The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.

3. Complete the Prep Checklist

Before we can proceed, you must complete the Prep Checklist provided.

4. Discovery Meeting(s)

The Project Manager will arrange a Discovery Meeting with your key stakeholders, this is a typical Discovery Agenda:

  1. Introductions
  2. Goals & Objectives
  3. Current State (tech, people, process, automation, pain-points, requirements)
  4. Future State
  5. Roadmap
  6. Next Steps

After the meeting, our Advisors will work on your Health Check. While you are waiting we recommend you explore:

5. Playback Meeting

The Project Manager will arrange a Playback meeting to go through the Findings and Recommendations.

6. Final Handover Meeting

We will have a final Handover Meeting and discuss:

  • Backlog
  • Suggested Roadmap
  • Effort estimate

7. Closure

Once we’ve finished the Health Check we will:

  • Send you a NPS survey
  • Ask you to sign a Project Closure Acceptance Certificate
  • Complete a Customer Satisfaction Survey from Salesforce

Minimum Criteria

  • Need to be provided with Admin license access 5 working days prior to the Health Check meeting
  • This package is for ONE ORG only, if multiple Salesforce Orgs are being used, additional fees may apply
  • Must be able to provide Admin access to Salesforce CRM


Here are the key activities and steps in your project:

  • Kick-off Meeting (30 mins)
  • Discovery Meeting (1 hr)
  • Playback Meeting (1 hr)


  • Discovery Meeting
  • Findings & Recommendations
  • CX Architecture
  • 12 Month Roadmap
  • Presentation
  • Handover Meeting

General Exclusions

These exclusions apply to all Health Check packages available on this website:

  • Weekends and Australian National Public Holidays not supported
  • Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
  • General Salesforce product training
  • Project Management and coordination of internal client stakeholders and 3rd parties
  • Business process documentation or training documentation outside of those explicitly listed in Inclusions
  • Change management and internal communications
  • Salesforce application support / case management
  • Data cleansing, deduplication, enrichment or reformatting

What’s not included?

  • Limited to 16 Hours Salesforce Consultant time
  • No Playbook or process documentation creation
  • No fixes, build or configuration of software, content or media
  • No ongoing support, advice or hours outside the health check
  • Limited to 2x revisions
  • Configuration or development to the existing Salesforce environment.
  • Change management and internal communications

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