Consulting & Advisory For ISVs

Advisory

This is an ongoing advisory engagement designed for Salesforce ISVs who want a trusted ecosystem expert in their corner — without adding a full-time headcount. You’ll have access to my proven Salesforce ISV frameworks, real-world growth playbooks, and decades of experience navigating the AppExchange partner program.

What’s Included:

• Bi-Weekly Strategic Calls – We’ll review progress, troubleshoot challenges, and align on next steps for GTM, sales enablement, and partnership growth, fundraising, M&A.

• Asynchronous Collaboration – Access via Slack for quick-turn feedback, introductions, and ecosystem insights between calls.

• Ecosystem-Specific GTM Planning – Guidance on building and refining Salesforce-aligned go-to-market plans, including AE engagement, SI co-sell strategy, and vertical targeting.

• Product Positioning & Messaging – Fine-tune your value proposition for Salesforce AEs, partners, and customers.

• Demand Generation Frameworks – Frameworks for building inbound/outbound pipelines in the Salesforce ecosystem, including AppExchange listing optimization and co-marketing playbooks.

• Sales Enablement Review – Audit and enhance sales decks, battlecards, and demo scripts to ensure they resonate with Salesforce sellers and prospects.

• Deal Support – Optional shadowing of your customer calls, demos, and discovery sessions to provide feedback and identify win/loss trends. Board & investor presentation prep.
  
  

Consulting / Fractional Leadership

This is a more immersive, execution-focused engagement where I act as a fractional GTM, Partnerships, or Product leader inside your business. Instead of just advising, I work alongside your team to drive measurable outcomes.

What’s Included:

• Fractional Leadership Role – Act as your interim or part-time CRO, COO, Head of Alliances, or Product Strategy.

• Salesforce Co-Sell Acceleration – Build and execute a repeatable co-selling process with Salesforce AEs, including joint account planning, deal strategy, and AE referral generation.

• Partnership Activation – Recruit, enable, and activate SI and ISV partners; build referral programs that drive pipeline and influence revenue.

• Sales & Partner Enablement – Create and deliver training, playbooks, battlecards, demo environments, and partner toolkits.

• Demand Generation Execution – Oversee targeted campaigns, AppExchange promotions, and ecosystem events to drive qualified pipeline.

• Revenue Operations Optimization – Streamline CRM processes, improve reporting on sourced/influenced pipeline, and implement AE engagement tracking.

• Product Strategy & Roadmap – Collaborate with your product team to define product requirements, prioritize feature development, and identify high-value Salesforce-aligned use cases — including emerging Agentforce and AI-powered workflows. Ensure your roadmap supports both customer needs and ecosystem opportunities.

• Cross-Functional Alignment – Work with product, marketing, and CS teams to ensure roadmap, messaging, and partner strategy are fully aligned to Salesforce’s GTM priorities.