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?
❌
We enabled Agentforce but the responses aren’t trustworthy
❌
Salesforce is set up, but it’s not working the way we hoped
❌
Our knowledge base exists but nobody actually uses it
❌
Cases get stuck in the queue or routed to the wrong agent
❌
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
⚡
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🤖
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📄
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.
01
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.
03
Then layer in AI
With the foundation in place, Agentforce works. Response are trustworthy. Deflection actually deflects.
“
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