Find the process leaks before you buy another tool.

A 14-day diagnostic for $3M-$30M operators whose company is held together with WhatsApp groups and a Google Sheet.

You get the top process leaks named, the ROI math to fix them, current-state and future-state architecture, and a prioritized backlog. Implementation is your call.

Apply for the Audit → How it works ↓

The pattern

The new tool was never the problem.

Salesforce. HubSpot. Notion. ClickUp. The operators I work with have usually been through three or four of these. None of them stuck.

The underlying process was held together with WhatsApp groups and a Google Sheet, and no tool fixes that. Adding more tooling on top of a broken process just gives the broken process a more expensive interface.

The audit names the actual leaks. Then you decide what to fix.

What you get

Four deliverables. No fluff.

Each one is built to sit on a desk, not in a Google Drive nobody opens.

Current-state architecture map

A documented view of how work actually moves through your operation today, including the WhatsApp groups, the Google Sheets, the manual handoffs nobody talks about. The reality version, not the org chart.

Top process leaks, named, with ROI math

Each leak quantified: time lost, money lost, deals slipping, customer complaints generated. The math is conservative. You'll recognize the numbers because you're already living them.

Future-state architecture and prioritized backlog

What your operation could look like, sequenced by ROI. The first three items are usually obvious in hindsight and worth more than the audit fee on their own.

60-minute Roadmap Presentation Call

I walk you through everything personally. You ask questions. We argue. By the end, you have a plan you understand and could explain to your team in your own words.

The schedule

What 14 days actually looks like.

No mystery, no padding, no week-long stretches where you don't hear from me.

Days 1-2

Kickoff call 90 minutes. I ask the questions most consultants forget to ask. You answer. I get system access where useful.
Days 3-7

Discovery week I'm inside your stack and talking to two or three of your operators (with your permission). You're mostly invisible during this phase, which is the point. You keep running the business.
Days 8-11

Synthesis I'm drafting the current-state map, identifying leaks, and modeling ROI. I might send one or two clarifying questions; that's it.
Days 12-13

Future-state architecture and backlog The actual deliverable comes together.
Day 14

Roadmap Presentation Call 60 minutes. You walk away with the documents and a clear sense of what to fix first.

One example

One operator. One process. One pattern.

Greater Good Charities came to me to fix their Salesforce.

Over three fiscal years they had quadrupled in size, from $77M to $312M in annual revenue, while keeping 98% of every dollar moving to programs. The operations underneath had been stretched to keep up. Leadership wanted to rebuild the platform. The team had absorbed the manual work that had grown up around it.

We thought neither approach was right.

I mapped what was actually happening across their donation, grant, and in-kind distribution flows. The Salesforce instance was doing what it had been asked to do; the processes around it had outgrown the architecture underneath. We redesigned the process layer first, then aligned the platform behind it. We never replaced the instance.

That's the pattern. The leaks are almost never where the team thinks they are.

"Iulian is that rare blend of architect, operator, and trusted advisor. He sees the whole chessboard - business goals, process, data, and org strategy - and then turns it into clean, scalable Salesforce solutions. He makes hard things feel straightforward and earns trust quickly."
Mitch Mocle · Former manager, Cloudware Connections (acquired by A5 Corp)

Pricing

$2,500 for the audit. The rest is your call.

The founding cohort price is $2,500. Five spots total. Once they're gone, the next cohort starts at $7,500+.

What you get for $2,500

All four deliverables (architecture map, leak inventory, future-state, presentation call)
Two weeks of my focus
A document set you can hand to any implementer, internal or external

What happens after

Quick Wins. Specific fixes I can hand off to your team, with notes
Function Rebuild. I lead a rebuild of one critical function (sales, ops, finance, etc.)
Full OS Rebuild. Mekanys leads end-to-end implementation
Or nothing. Take the deliverables, run it internally, or hire someone else. The document set works either way

If you choose implementation within 30 days, the $2,500 audit fee credits 100% toward the engagement. Production support and optimization, if you want it, runs through the Mekanys Salesforce Support Subscription.

Next step

Apply for the founding cohort.

You'll answer six questions. Takes about four minutes. If we're a fit, I send a calendar link within two business days. If we're not, I'll tell you why, and what I'd do instead.

Apply now →

Not everyone is a fit. I'll be honest about it.