Your Service Team is not ready for AI yet.
Let’s fix that.
Agentforce is powerful… but it only works when your routing, knowledge, and case management are set up right. I build the foundation that makes AI actually deliver.
☑️ Midwest Dreamin’ Speaker
☑️ Agentforce Specialist certified
☑️ 30-Day Quick Start guarantee
Sound familiar?
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We enabled Agentforce but the responses aren’t trustworthy
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Salesforce is set up, but it’s not working the way we hoped
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Our knowledge base exists but nobody actually uses it
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Cases get stuck in the queue or routed to the wrong agent
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We’re missing SLAs and can’t figure out why
WHAT I DO
Service Cloud expertise. Built for AI
Every engagement is focused on the same outcome: a Salesforce org that runs cleanly, routes correctly, and is ready ot get more out of AI.
Most Popular
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Quick-Start Program
Full Service Cloud implementation in 30 days. Cases routed, agents onboarded, KPIs tracked. Guaranteed ready for rollout.
Omni-Channel routing configured
Knowledge base structured and seeded
Key KPI dashboards built
Agent training and documentation included
FREE
Free 30 minute discovery call to review your project
AI Readiness
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AI Readiness Assessment
A focused 60-minute session to audit you current setup and build a clear roadmap to Agentforce readiness. Includes the full guidance bundle.
Omni-Channel and Knowledge audit
Agentforce Readiness gap analysis
Prioritized action plan
Omni-Channel + Knowledge guides included
$199
One-time fee | Includes both implementation guides
Self Paced
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AI Readiness Guide Bundle
The Omni-Channel and Knowledge guides in one download. Practical, opinionated, and built for admins who need to get this right before turning on AI.
Omni-Channel Setup That Actually Routes Correctly
Knowledge Setup That People Actually Use
Prioritized action plan
Setup sequences, checklists, and decision frameworks
$49
Instant download | No fluff, no filler
THE HONEST TRUTH
AI doesn’t fix a broken foundation.
Most Agentforce pilots underperform because the routing, knowledge, and case data underneath them are a mess. I fix the foundation first so your AI has something to work with.
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Fix routing first
Omni-Channel configured so work reaches the agent, every time. No cherry-picking, no queue abandonmnet.
02
Clean up Knowledge
Structured, searchable articles with consistent taxonomy. The content Agentforce needs to give accurate answers.
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Then layer in AI
With the foundation in place, Agentforce works. Response are trustworthy. Deflection actually deflects.
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CLIENT RESULTS
“Lucas expertly tailored our Salesforce org to fit our business needs. He provided clear plans, seamless processs integration, an scalable solutions that set us up for long-term success. His proactive approach and attention to detail made the entire process smooth. More than a consultant, he’s a true business partner.”
Jill Aerni
Director of Sales and Marketing - Lester Electrical
SALESFORCE CERTIFICATIONS
Service Cloud Consultant
Agentforce Specialist
Advanced Administrator
Experience Cloud Consultant
Platform App Builder
Sales Cloud Consultant
Administrator
Slack Administrator