Booking confirmed
You're booked. Thanks for letting me into your Org.
The calendar invite with the meeting link is on its way to your inbox. Here's all the preparation there is.
- Screen-share access to a Sandbox
- Invite the Org Owner or someone who knows the history
- Think about one question: if you had a magic wand, what would you clean first?
While you wait
Three field notes worth five minutes.
Afraid to touch it · 1 min
Nobody starts a video game at the final boss!
You start in the tutorial zone. You fight the weak enemies, collect easy loot, level up. By the time you face the real challenge, you have the gear, the skills, and the confidence to win.
Read field note Cleanup playbook · 1 minClean the Front Door Before the Basement
Many teams spend months discussing technical debt while users struggle through cluttered Tabs, crowded Page Layouts, and hundreds of List Views. Experienced cleaners start at the front…
Read field note Thinking about a new Org · 1 minDON'T WASTE YOUR MONEY ON A NEW ORG!
I'm going to put my foot down on this one: >90% of "we need a new Salesforce Org" should be a cleanup and focused refactoring effort instead.
Read field note