Our 4-week AI Jumpstart
Most organizations know AI belongs in their workflow. Few know exactly where to start.
We work with your team to identify the AI use cases that fit your processes, your data, and where AI creates real value — then give you a clear plan to act on it.
You'll speak with one of our solution architects — the same people who work with our clients every day.
What the Jumpstart Delivers
Know which AI use cases are actually worth building.
We work with your team to identify where AI can reduce costs, generate revenue, or reduce risk — and give you a clear plan to act on it.
Week 1: Planning + Alignment · Week 2: Discovery · Week 3: Recommendations · Week 4: Review + Quick Wins
Strategic Alignment
We clarify your Agentforce licensing options and equip you to have an informed conversation with your Salesforce AE.
Discovery
We take time to understand your business and tech / AI you're using now. We run a Hubbl Scan of your Salesforce org to surface that could block AI adoption.
Use Case Roadmap
We work with your team through structured discovery sessions to identify the Agentforce use cases that are the right fit for your business — not a generic list.
Quick Wins + Execution Plan
We identify what you can build right now and give you a concrete plan to bridge any gaps standing between you and a successful Agentforce implementation.
See AI applied to the work your team does every day.
These are the kinds of use cases our clients discover through the Jumpstart — real processes, real business value.
More use cases from our library
We know which processes are worth automating — and which aren't.
That's what makes our AI / Agentforce guidance practical, not theoretical.
Trusted by teams at
Common Questions
Q: What if another AI solution, other than Agentforce, is better for us?
That's exactly the kind of question the Jumpstart is designed to answer. We work across the AI solutions that are most relevant for your business — Agentforce being just one of them. Use Slack? We'll help you identify when it makes sense to use Slackbot vs an Agent available through Slack. Use Claude? We'll help you make sense of Headless 360 and identify when and how to surface Salesforce data from Claude. If a different approach is the better fit for your processes, we'll tell you.
Q: My company doesn't want to use Agentforce. Is the Jumpstart still for me?
Absolutely. We work with many organizations that, for various reasons, don't use Agentforce. We'll meet you where you are — no sales pressure to adopt any particular tool.
Q: I don't want the Jumpstart but I need help. What should I do?
Just tell us that in the comments when you submit the form. You can still talk with one of our experts one-on-one — ask any question, get honest answers. It's a judgment-free conversation and we won't follow up unless you ask us to.
Q: I already know the use cases I want to implement but don't have the in-house know-how. Can you help?
Yes — we can skip the first few steps and jump straight into the build. We'll still make sure you're ready for implementation before we start.
Q: Why CLD?
Our team works across the AI tooling that's most relevant for your business — including Agentforce, Slack-based agents, Slackbot, and more — so our recommendations reflect what's actually available and proven, not just what's being marketed.
Talk 1-1 with an AI Expert
Not a sales call. A frank conversation with one of our solution architects about where AI fits your business — and where to start.