# Run your Salesforce practice like a firm, on your own. > SyncOnAI 360 for independent Salesforce consultants puts a consultancy's toolkit in one workspace for one or two people: connect each client's org, audit it with priced findings, turn findings into a statement of work, deliver with AI that knows each org, and share read-only proof of the work, with AI included on paid plans. Source: https://synconai360.com/solutions/salesforce-consultants ## Key facts - **$0**: Free plan: one production org and its sandboxes - **$79**: Pro a month: 2 users, 3 production orgs, AI included - **55**: Audit checks to price each client's work - **1**: Step from findings to a statement of work ## Why independent consultants run out of hours Working alone means doing everything: discovery, estimating, proposals, delivery, documentation and reporting, for several clients at once. The billable work is the part that gets squeezed. - **Unpaid discovery.** Every new client org has to be learned before the first billable change, and most of that time is never invoiced. - **Proposals from scratch.** Each statement of work is written by hand, with estimates that are easy for a client to question. - **Enterprise tools, enterprise prices.** DevOps and AI tooling priced per seat for large teams does not fit a one-person practice. - **No second pair of eyes.** Working alone in client production orgs, there is nobody to catch the change that breaks something. ## How do independent consultants manage several client orgs? Connect each client's production org and its sandboxes; linked sandboxes do not count against your plan. Every org gets its own health, audit, lineage and history, and the Command Center shows them side by side so you know which client needs you today. The chat works from whichever org you choose, so questions and changes are always about the right client. Engagements and projects keep each client's work separate. - Each client org with its own health and history - Every client side by side - Sandboxes free alongside each production org ## How can a consultant price Salesforce work from evidence? Audit a client's org and every finding carries evidence, an effort band and a cost at a rate stated on screen, $150 an hour. Select the findings the client cares about and they become a statement of work in one step, each line written as an outcome. Engagements walk a pursuit through fit, pricing with your own rate card and currency, proof from your past wins, proposal, SOW and a deal room for the client, so a one-person practice can respond like a firm. - Priced findings with evidence - A statement of work in one step - Your own rate card and currency ## How does a solo consultant deliver Salesforce changes safely? Build in chat or on the visual builders with AI that has read the client's org, and every change becomes a proposal validated against that org, with named checks and its blast radius. Deploy to a sandbox to test before anything reaches production. Every deploy leaves a receipt with rollback to the previous version. In a workspace with a single admin you can approve your own production change, and the activity log records that you did, so the client can see exactly what happened and when. - AI that knows each client's org - Validated proposals with blast radius - Receipts and rollback for every deploy ## How do you show clients what you delivered? Work items link to the deploys that delivered them, and when the audit runs again, each fixed finding is marked verified fixed or regressed. Send the client a read-only link to the updated health report or audit, and withdraw it whenever you choose. Your Proof Vault collects each win with its outcome, duration and value, tagged by Salesforce cloud and industry, ready to match to the next pursuit. - Verified fixes after each re-audit - Read-only reports for clients - A Proof Vault of your past wins ## How does AI help a solo Salesforce consultant? The chat works from whichever client org you choose: ask about its Flows, fields and code in plain language, have Flows, Apex, components and pages drafted to that org's conventions, and get SOQL that matches its real objects. Specialist agents for admin, Flow, Apex, LWC and data work cover the breadth one person has to. Paid plans include AI with no credit balance to watch, so the cost of a busy month is the same as a quiet one. Meeting transcripts become pages, and any chat answer can be saved as a page, so notes for each client stay with that client. - AI grounded in each client's org - Specialist agents for the whole stack - AI included on paid plans - Client notes and transcripts kept with the client ## A client engagement, start to finish 1. **Connect the client org.** Health, audit and lineage after the first sync. 2. **Price the work.** Select findings and build the statement of work. 3. **Win it.** Share the proposal in a deal room. 4. **Deliver.** Build with AI, validate, test in a sandbox and deploy with a receipt. 5. **Prove it.** Re-audit and share the verified result. ## A solo practice, with and without SyncOnAI 360 | Without | With SyncOnAI 360 | |---|---| | Discovery you cannot bill | Client orgs assessed after the first sync | | SOWs written by hand | SOWs built from priced findings | | Per-seat enterprise tooling | Plans priced by production org, AI included | | Changes with no safety net | Validation, sandbox testing and rollback | | Proof by email | Read-only reports and verified re-audits | ## Frequently asked questions ### Is there a plan for a single consultant? Yes. Free covers one user and one production org with its sandboxes on your own AI key. Pro, at $79 a month, covers 2 users and 3 production orgs with AI included. ### How many client orgs can I connect? Free covers one production org, Pro 3, Team 10 and Business 30, each with its sandboxes. Linked sandboxes do not count against the plan. ### Can I approve my own production changes? In a workspace with a single admin, yes, and the activity log records it. With two or more admins, production changes need an admin other than the author. ### Do I pay for AI usage? Paid plans include AI with no credit balance to watch. On Free you use your own Anthropic or OpenAI key. ### Can clients see my work? Yes. Share read-only links to health reports and audits; withdraw them at any time. ### How do I build a statement of work? Select audit findings and SyncOnAI 360 builds a priced statement of work from the same effort model, with lines written as outcomes. ### Does it work across different Salesforce clouds? Yes. It reads any org, and the Knowledge Hub includes delivery patterns for CPQ, Field Service, Agentforce and Financial Services Cloud. ### Can I grow into a team later? Yes. Move from Pro to Team or Business as you add people and client orgs; every plan has every feature. ### Can I record client calls? Yes. Record a meeting into Pages and the transcript is saved as a page. The recorder needs an OpenAI key in your workspace for now. ### Is my clients' data separated? Each client org has its own repository, health and history, and engagements and projects keep each client's work apart. Your workspace is isolated from every other customer. ### Can I try it on a real client org before paying? Yes. The Free plan covers one user and one production org with its sandboxes, with no credit card and no time limit, so you can run a full assessment first. ### How do I keep each client's notes separate? Record meetings and save answers as pages, and keep them alongside each client's projects. Engagements and projects keep each client's work apart. ### Which AI models are used? Models from Anthropic and OpenAI, chosen in your workspace settings. Neither provider trains on API traffic.