Prepared exclusively for RevOps + Salesforce Consultant

Co-Build Real Systems. Own The Architecture.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 4, 2026 👤 Prepared by Jason 🔒 Confidential

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

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Tutorials teach syntax — not architecture

You can YouTube your way through an n8n node or a Claude API call. What no tutorial teaches is WHEN to use a webhook vs polling, how to structure idempotent workflows, when to add a human gate vs full automation, when to push to Salesforce vs cache locally first. That's mentor work — and it's what compounds across every future project.

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Building alone hits the same wall every project

You'll get the happy path working, then hit error handling, retries, cost ceilings, observability. Without someone who's shipped this before, every project rebuilds the same patterns from scratch — and the lessons don't compound into reusable intuition.

⚙️

Salesforce + AI integration has invisible cliffs

Governor limits, API throttling, async patterns, opportunity stage logic, task ownership rules, approval flows. Each cliff is a half-day rabbit hole the first time and a 5-minute decision the tenth time. A mentor accelerates you past the cliffs you can't see yet.

An architect-mentor engagement. We co-build real projects. You leave with the patterns.

Weekly screen-share sessions where we build your real workflows together — starting with the Gemini call → Claude summary → Salesforce pipeline you described. I explain the WHY at every architecture choice: when to use n8n vs Make, when to use Claude vs Gemini per task, how to structure human review gates, how to handle Salesforce governor limits. You finish each session with working code AND the architectural intuition to build the next one solo. Not 'I build for you.' Not 'I teach you theory.' We build real projects together, and you own them after.

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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Phase 1 — Onboarding + First Build

  • Discovery call — current stack, top 3 workflows, specific learning goals
  • Together we build the Gemini call → AI summary → Salesforce pipeline end-to-end
  • Architecture doc explaining every decision: webhook vs poll, error handling, idempotency, cost controls
  • You own the build by end of week 2 — running in your environment, with your hands on the keys
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Phase 2 — Architecture Patterns Library

  • Each subsequent workflow builds on reusable patterns from the first
  • Patterns documented in your Notion or repo — your reference forever
  • Topics as needed: idempotency, retry queues, approval flows, governor limits, async patterns
  • You build, I review and explain tradeoffs — coaching rhythm, not micromanagement
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Phase 3 — AI Layer Mastery

  • When to use Claude vs Gemini vs OpenAI — per use case, with actual reasoning
  • Prompt engineering for structured output — JSON schemas, validation gates, retry-on-bad-output
  • Cost optimization — model routing, prompt caching, batch processing patterns
  • Voice AI patterns and conversational handoff design if relevant to your roadmap
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Phase 4 — Hand-off + Long-term Reference

  • Documented playbook in your voice and notation
  • Library of working patterns you can clone and adapt forever
  • Optional async coaching channel after engagement ends — Slack or Loom replies
  • Architecture review sessions on-demand if you want a second pair of eyes later

How We Get There

A clear, phased approach so you always know what's next.

1
Onboarding + First Build Weeks 1–2

Gemini → Claude → Salesforce pipeline live in your environment. Architecture doc delivered.

2
Patterns Library Weeks 3–6

Next 2–3 workflows built. Patterns library grows with every session.

3
AI Layer Deep Dives Weeks 7–10

Model routing, structured output, cost optimization, Voice AI patterns as relevant.

4
Reference + Hand-off Weeks 11–12

Documented playbook, optional async support channel, architecture review on-demand.

How Your System Works

A visual breakdown of your build — from first touch to close.

No Yes Bring Real Workflow Architecture Whiteboard Live Co-Build Session Solo Practice Week Working As Expected? Debug + Refactor Session Pattern Library Updated
Ready to move forward

Let's get on a discovery call this week.

Rate: $125/hr — top of your stated range, anchored there because the mentorship work blends architecture + teaching, which compounds beyond a pure build engagement. Send me a few times you're free this week. First call is 30 minutes — I'll come ready with questions about your current Salesforce setup, the Gemini → Salesforce workflow you described, and we'll confirm whether the architect-mentor framing fits how you actually want to learn.