Salesforce Retainer Plans
Structured support, built for how your team actually works
Coach
$1,000
per month · 1 year agreement
First Class
$2,250
per month · 1 year agreement
Concierge
$3,750
per month · 1 year agreement
Platinum
$7,000
per month · 1 year agreement
Work sessions / monthScheduled sessions where requests are reviewed and work begins
2
3
4
4
Requests per sessionMax items we can take on in a single work session
3
3
5
7
Request sizeMaximum complexity of work included in this plan
Small
Medium
Large
X-Large
Start work withinHow quickly we begin after a session is confirmed
7 days
3–4 days
1–2 days
Jump the line
Feedback periodWindow to review delivered work and request adjustments
2 business days
4 business days
7 business days
30 days
Session planningHow often we meet to plan and prioritize upcoming work
Monthly
Bi-weekly
Weekly
Weekly
CommunicationChannels available for requests and ongoing updates
Email
Email, Zoom
Email, Zoom
Slack, Email, Zoom
Dedicated Project ManagerA named PM who owns your account and coordinates all work
—
✓
✓
✓
Complimentary Org ReviewStrategic review of your Salesforce org with actionable recommendations
—
—
Annually
Every 6 months
Coach
$1,000
per month · 1 year agreement
Work sessions / month2
Requests per session3
Request sizeSmall
Start work within7 days
Feedback period2 business days
Session planningMonthly
CommunicationEmail
Project Manager—
Org Review—
First Class
$2,250
per month · 1 year agreement
Work sessions / month3
Requests per session3
Request sizeMedium
Start work within3–4 days
Feedback period4 business days
Session planningBi-weekly
CommunicationEmail, Zoom
Project Manager✓
Org Review—
Recommended
Concierge
$3,750
per month · 1 year agreement
Work sessions / month4
Requests per session5
Request sizeLarge
Start work within1–2 days
Feedback period7 business days
Session planningWeekly
CommunicationEmail, Zoom
Project Manager✓
Org ReviewAnnually
Platinum
$7,000
per month · 1 year agreement
Work sessions / month4
Requests per session7
Request sizeX-Large
Start work withinJump the line
Feedback period30 business days
Session planningWeekly
CommunicationSlack, Email, Zoom
Project Manager✓
Org ReviewEvery 6 months
Request Size Definitions
Small
Revisions, adjustments & supportEdits to existing features, reporting help, basic data importing, general Salesforce assistance
Medium
New features & enhancementsNew features, basic integrations, advanced automations, page layout redesigns
Large
Complex builds & integrationsComplex integrations, heavy customizations, adding large feature sets. Apex code and custom LWCs.
X-Large
Significant rework & transformationsLarge-scale business process changes, significant platform rework
A request is a single change with one outcome. If your submission contains multiple changes or outcomes, it will count as multiple requests. FTD is the sole arbiter of request and size definitions.
Plan Details
All plans require a 1-year agreement
Unused requests do not roll over month to month
Downgrades are effective the next billing cycle
Upgrades take effect immediately
No mid-month downgrades
No retroactive changes
Requests that exceed the plan’s size limit require an upgrade or will be scoped as a separately priced project
Always excluded from all plans
