SyncOnAI360

For independent consultants

Run your Salesforce practice like a firm, on your own.

Several client orgs in one workspace, audits that price your work for you, statements of work in one step, safe delivery and proof clients can open, at a price built for one person.

Start freeSee pricing

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

In one paragraph

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.

Free plan: one production org and its sandboxes
$0Free plan: one production org and its sandboxes
Pro a month: 2 users, 3 production orgs, AI included
$79Pro a month: 2 users, 3 production orgs, AI included
Audit checks to price each client's work
55Audit checks to price each client's work
Step from findings to a statement of work
1Step from findings to a statement of work

01The problem

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.

  1. 01

    Unpaid discovery

    Every new client org has to be learned before the first billable change, and most of that time is never invoiced.

  2. 02

    Proposals from scratch

    Each statement of work is written by hand, with estimates that are easy for a client to question.

  3. 03

    Enterprise tools, enterprise prices

    DevOps and AI tooling priced per seat for large teams does not fit a one-person practice.

  4. 04

    No second pair of eyes

    Working alone in client production orgs, there is nobody to catch the change that breaks something.

02orgs

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

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

03price

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

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

04deliver

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

Deploy receipt

Acme Production

Deployed
Change
Case_Intake_Route: fault path added
Requested
"Add fault handling to the intake Flow"
Checks
5 of 5 passed
Approved by
M. Okafor, admin
Deployed
Today, 14:22 to Acme Production
Previous version recorded

05prove

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

Client portal

Share a read-only view

Read-only health summary

Acme Production · Grade B · 82

synconai360.com/share/org/7f3a...

Expires in 14 days. Viewed 3 times.

06ai

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

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

07How it works

A client engagement, start to finish

One person, the whole lifecycle.

  1. 01

    Connect the client org

    Health, audit and lineage after the first sync.

  2. 02

    Price the work

    Select findings and build the statement of work.

  3. 03

    Win it

    Share the proposal in a deal room.

  4. 04

    Deliver

    Build with AI, validate, test in a sandbox and deploy with a receipt.

  5. 05

    Prove it

    Re-audit and share the verified result.

08Before and after

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

09Questions

Frequently asked questions

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.

Free covers one production org, Pro 3, Team 10 and Business 30, each with its sandboxes. Linked sandboxes do not count against the plan.

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.

Paid plans include AI with no credit balance to watch. On Free you use your own Anthropic or OpenAI key.

Yes. Share read-only links to health reports and audits; withdraw them at any time.

Select audit findings and SyncOnAI 360 builds a priced statement of work from the same effort model, with lines written as outcomes.

Yes. It reads any org, and the Knowledge Hub includes delivery patterns for CPQ, Field Service, Agentforce and Financial Services Cloud.

Yes. Move from Pro to Team or Business as you add people and client orgs; every plan has every feature.

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.

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.

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.

Record meetings and save answers as pages, and keep them alongside each client's projects. Engagements and projects keep each client's work apart.

Models from Anthropic and OpenAI, chosen in your workspace settings. Neither provider trains on API traffic.

10Keep exploring

Related

Salesforce consultanciesClient orgs to proof of workAudit to SOWFindings to a priced statement of workOrg Audit55 checks, priced findings, a letter gradeDeliveryProjects, pages and engagementsPricingEvery feature on every planAI AgentOrg-aware chat and specialist agents

Start in 5 minutes. No card required.

Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.

Start free, connect my orgBook a demo with SyncOnAI
  • Anthropic
  • OpenAI