# From a priced audit to a signed statement of work.

> SyncOnAI 360 Audit to SOW connects org evidence to the commercial side of Salesforce work. Audit findings become a priced statement of work, engagements move through nine steps from fit to debrief, and read-only health and audit reports can be shared with a link and withdrawn at any time.

Source: https://synconai360.com/features/sow

## Key facts

- **9**: Steps in an engagement, from fit to learn
- **$150/h**: Stated rate behind every estimate, shown on screen
- **1**: Step from selected findings to a statement of work
- **Any**: Shared link can be withdrawn at any time

## Why scoping Salesforce work takes longer than doing it

Whether you are an internal platform team asking for budget or a partner proposing to a client, the same thing happens: a discovery exercise, a spreadsheet of issues, an estimate built by hand, and a document that is out of date by the time it is signed.

- **Estimates without evidence.** A statement of work built from interviews invites negotiation over every line, because nobody can see the problem the line fixes.
- **Severity priced as effort.** A critical finding can take five minutes and a medium one can take days. Pricing by severity overcharges some lines and underprices others.
- **Reports emailed and forgotten.** PDF reports live forever in inboxes. When the org changes or the engagement ends, there is no way to take them back.
- **Wins that teach nothing.** Past projects and their results sit in old folders, so every new proposal starts from a blank page.

## How do you build a Salesforce statement of work from audit findings?

Select the audit findings to include and SyncOnAI 360 builds a priced statement of work. Each finding's effort band, minutes, hours or days, comes from what its fix actually involves, priced at a rate of $150 an hour that is stated on screen. Each line is written as the outcome being bought rather than the name of a technical check.

The price covers remediation only. The annual carrying cost and three year exposure of leaving a finding alone stay in the business case, because that is the argument for the work, not what is charged for it. Accepted work goes onto a project board in one step.

- Priced from the same effort model as the audit
- Lines written as outcomes, not check names
- Remediation priced; risk kept in the business case
- Accepted work to a project board in one step

## What does an engagement workspace include?

Each engagement is a nine-step workspace. Fit scores how well a brief matches your practice. Price builds tiered pricing from your rate card in your own currency. Proof matches case studies from your library. Proposal and SOW draft the documents. Deal room shares them with the client. Track follows up, Debrief records the outcome, and Learn feeds lessons into future work.

The Proof Vault stores past wins with client context, industry, measurable outcomes, duration and value, tagged by Salesforce cloud, so the right proof is matched to each new pursuit. Clients are kept in a directory linked to their pursuits and, where connected, their Salesforce orgs.

- Fit, price, proof, proposal, SOW, deal room, track, debrief, learn
- Rate card and currency from your practice profile
- Proof Vault matched to each pursuit by cloud and industry
- Clients linked to pursuits and orgs

## How do you share Salesforce reports with clients and stakeholders?

The client portal shares a read-only health summary of an org with anyone who needs it. Each link expires and can be withdrawn at any time; the record that it existed is kept. Health reports and audits can be shared the same way.

Shared views are read-only by design. A client or executive sees the grade, the findings and the progress, without an account and without any ability to change the org or the workspace.

- Read-only links to health summaries, health reports and audits
- Links expire and can be withdrawn at any time
- No account needed to view

## How do you prove the work was done?

Every change that delivers the work is a proposal with checks and approval, and every deploy leaves a receipt naming the request, the checks, the approver and the time. Work items link to those deploys, so progress reports come from what shipped rather than from status updates.

When the audit runs again, each fixed finding is marked verified fixed, or regressed if it came back. That is the evidence a client, a steering committee or an auditor actually wants.

- Deploy receipts for every change
- Work items linked to the deploys that delivered them
- Fixes verified by the next audit run

## How do clients and pursuits stay organised?

The Clients directory holds every client contact with their company, industry, email and notes, linked to their pursuits and, where connected, their Salesforce orgs. Client cards show how many pursuits each has and, when an org is linked, its health, so the commercial and technical view of a client sit together.

The practice profile sets your firm's location, services, industries, rate card and default currency. Engagement pricing and deal values use that currency, so a practice billing in pounds, euros or dollars sees its own numbers everywhere.

- Clients linked to pursuits and Salesforce orgs
- Org health on each client card when linked
- Practice profile with rate card and currency

## From evidence to signed work

1. **Assess.** Connect the org and run the audit, with evidence and estimates.
2. **Scope.** Select findings and build a priced statement of work.
3. **Propose.** Run the engagement from fit to proposal and share it in a deal room.
4. **Deliver.** Put accepted work on a board and ship it through approval.
5. **Prove.** Share read-only progress and let the next audit verify the fixes.

## Scoping and reporting, with and without SyncOnAI 360

| Without | With SyncOnAI 360 |
|---|---|
| Estimates from interviews | Estimates from evidence in the org |
| Priced by severity | Priced by the effort each fix involves |
| PDFs that live forever | Read-only links you can withdraw |
| Proposals from a blank page | Proof matched from your past wins |
| Progress by status update | Progress from deploy receipts and re-audits |

## Who uses audit-to-SOW

- **Consultancies.** Turn selected audit findings into a priced statement of work in one step, each line written as an outcome, and share it with the client.
- **Independent consultants.** Produce a professional, evidenced statement of work for every client without building the estimate by hand.
- **Practice leads.** Keep pricing consistent across the team with one rate card and currency from the practice profile.
- **Clients.** See what will be fixed, why and what it costs, with the evidence behind every line, before agreeing the work.

## Frequently asked questions

### Can SyncOnAI 360 generate a Salesforce statement of work?

Yes. Select audit findings and it builds a priced statement of work from the same effort model the audit uses, with each line written as an outcome.

### How are statement of work lines priced?

From each finding's effort band, minutes, hours or days, priced at $150 an hour, a rate stated on screen. Only remediation is priced.

### Is this only for consultancies?

No. Internal platform teams use the same tools to make the case for budget and report progress to leadership. Partners use them to scope, propose and prove client work.

### What is the client portal?

A way to share a read-only health summary of an org through a link. Each link expires and can be withdrawn at any time.

### Do people need an account to view a shared report?

No. Shared views are read-only and open without an account. They cannot change anything.

### What is the Proof Vault?

A library of past wins with client context, industry, outcomes, duration and value, tagged by Salesforce cloud, used to match proof to new pursuits.

### Which currency are prices shown in?

Engagement pricing and deal values use the currency set in your practice profile, along with your rate card.

### Can we withdraw a link after sending it?

Yes. Withdraw any shared link at any time. The record that it existed is kept.

### Can we track clients alongside their orgs?

Yes. Each client can be linked to a connected Salesforce org, and client cards show pursuit counts and, when linked, the org's health.

### What is a deal room?

A shared space for a pursuit where the client can see the proposal and, optionally, the statement of work. It is one of the nine steps of an engagement.

### Can engagements learn from past results?

Yes. The Debrief step records the win or loss and the lessons, and the Learn step feeds them back into future AI prompts for new pursuits.

### Is this included on the free plan?

Every plan includes every feature. Free covers one user and one production org with its sandboxes, on your own Anthropic or OpenAI key, with no credit card and no time limit. Paid plans include AI and cover more people and production orgs.