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Kaizen

Your Salesforce Team,On Demand

Enjoy unlimited support and proactive continuous software delivery with transparent upfront pricing.

We’re bringing Kaizen to your organization.

What is Kaizen?

Kaizen is the Japanese philosophy of continuous improvement. The idea is simple: never stop getting better. With FTD as your Salesforce partner, continuous improvement isn’t a goal – it’s the process. Your org will always reflect how your business should work tomorrow, not how it worked when you first went live.

What is changing?

Say goodbye to surprise invoices and hello to budgets you can forecast. Maintenance and continuous improvement now run on separate tracks, each with its own process and pricing. Your monthly plan covers all maintenance at a flat rate. Everything new is scoped and priced as a fixed-fee project.





Will this cost more or less?

It depends. But that’s not the point. We’ve moved from billing for hours to being your team, not your vendor. You get unlimited ongoing support, a team that knows your org, and proactive improvement – for one predictable price you can actually plan around. The value isn’t a lower number. It’s a whole different level of service.

Will my systems keep up with how we work?

Your systems should get better every month, not just survive. With continuous delivery, we don’t wait for something to break – we actively look for ways to streamline workflows, remove friction, and keep your processes ahead of where your business is heading. Scheduled improvement sessions mean your operations keep evolving instead of slowly falling behind the way you actually work.

What if something is clunky or broken?

No more living with workarounds. When something is clunky, confusing, or just plain broken, your team can reach out anytime and get real help – fast. That means fewer backdoors, fewer spreadsheets-on-the-side, and less bad data creeping in because the system was too painful to use correctly. When support is always a message away, people use Salesforce the right way.

Maintenance
Don’t let little things pile up.

Unlimited maintenance requests are included in most plans. No issue is too small to raise, no question too basic to ask. We handle it right away – so problems stay small and your team stays focused on what matters.

Continuous Improvement
Your business evolves. Your CRM should too.

Scheduled sessions with your project manager are included in your plan. This helps us keep your Salesforce aligned with how you actually work today. These sessions give us time to discuss improvements. All improvements are scoped and priced – no runaway invoices, no surprises.

Find your fit

Not sure which plan is right? Answer 5 quick questions.

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Questions, answered

How the plans work, what to expect, and why we structure it this way.

What does the monthly retainer actually cover?
Your monthly fee covers all maintenance work: fixing things that break, correcting misconfigurations, unblocking users, and keeping your org running as designed. It also includes your PM meetings, all PM time, and all communication. Nothing on the maintenance side is ever billed separately.
What’s the difference between maintenance and continuous improvement?
Maintenance is anything that keeps the system working as it was designed: something broke, was misconfigured, or a user needs help with an existing feature. Continuous improvement is anything that makes the system do something it couldn’t do before – new fields, automations, reports, integrations, or intentional changes to how a process works. Any request we estimate under 15 minutes is handled as maintenance at no extra charge.
How do PM meetings work?
PM meetings are included in your plan at the cadence shown above. There’s no time limit – if you have a full agenda, the meeting runs as long as it needs to (or will be split into several smaller meetings). You bring your improvement ideas and priorities; we scope them and follow up with a fixed-fee SOW. If you don’t have an agenda, we’ll come prepared with proactive improvement ideas drawn from across our client base.
Do unused PM meetings roll over?
No. PM meeting slots refresh each month – we find that a steady cadence keeps your improvement pipeline moving and prevents ideas from sitting idle. If you’re consistently finding that one month’s meetings aren’t enough, upgrading your plan is the easiest way to add capacity.
I’m on Pint – how do I request an improvement project?
Pint is designed for clients whose primary need is maintenance and who don’t need the support of a project manager. Pint doesn’t include scheduled PM meetings or new improvement projects. If you find yourself wanting to add new features, upgrading to Gallon or above gives you the scheduled meeting cadence and a dedicated PM to manage that work.
How are improvement projects priced?
Every improvement project is scoped and priced as a fixed-fee SOW – you know the full cost before any work begins. SOWs include all PM coordination, communication, and revisions within the defined revision window. You have a fixed number of days to approve a SOW after it’s delivered.
What’s included in the revision window?
Every SOW includes a revision window defined at scoping. During that window, changes and corrections related to the delivered work are included at no extra charge. New outcomes or expanded scope after the window closes are treated as a new SOW.
Can I have multiple improvement projects running at once?
Yes. Multiple SOWs can be active and in progress at the same time. Your PM coordinates everything so nothing falls through the cracks.
What if a project grows in scope mid-SOW?
We address it as it comes up. Scope additions are priced as a change order and approved before work on the new scope begins – no surprises on the final cost.
Will you proactively suggest improvements?
Yes. We don’t just wait for tickets. If you don’t have an agenda for a PM meeting, we’ll come prepared with improvement ideas. We regularly identify opportunities across automation, reporting, user adoption, and data quality, drawing on patterns we see across 50+ client orgs.
Are meetings or communication ever billed separately?
Never. PM meetings, status updates, scoping conversations, and all communication are included in your monthly retainer.
Who’s actually doing the work?
A full Salesforce team: admins, developers, and consultants. On Gallon and up, a dedicated project manager owns your account and coordinates everything. You’re NEVER relying on a single freelancer.
Can I change plans?
Yes. Upgrades take effect immediately so you can scale up the moment you need more capacity. Downgrades take effect at the start of your next billing cycle.
What if I need training for my team?
Training on existing Salesforce features is included in maintenance. Training on something newly built is included in the SOW that built it.
Can I pause my plan?
Plans are designed for ongoing engagement and cannot be paused. If your needs change, you can downgrade for the next billing cycle.

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