Three engagement structures, scoped to the negotiation timeline. We do not bill on a contingency-of-savings basis — that incentive misaligns advisor and client. All fees are quoted up front against documented scope.
No. All engagements are fixed-fee. We believe contingency models create perverse incentives — for example, recommending lower-quality concessions that maximize a short-term savings number rather than long-term contract value. Our incentive is your durable contract outcome.
Across documented engagements the average return has been many multiples of fee. The 34% average reduction against initial vendor quote, applied to enterprise Salesforce ACVs, produces savings substantially in excess of engagement cost. We will not promise a specific return in advance — anchor numbers we cannot verify are the wrong framing.
For renewals: ideally 12 months out, never less than 6 months out. For new agreements: as early as possible in the buying cycle, before any Salesforce account team has issued formal pricing. Time is the most undervalued lever in this market.
Yes. Engagements are typically governed by a mutual NDA before discovery begins. Salesforce account teams are usually unaware that an external advisor is involved — and operate against the same negotiation patterns regardless.
Yes, although the leverage available is reduced when an engagement starts late. We will be candid about expected outcomes given the timeline you arrive with.
Custom Salesforce procurement training is available for internal sourcing and procurement teams. Scope and pricing on request.
Share your renewal date and contract size — we will reply within one business day with a scope proposal.