Dear Friend,

Let me guess:

You have a love , hate relationship with Salesforce.

You love the idea of it:

• One source of truth
• Clean data
• Beautiful dashboards
• Forecasting you can trust
• Reps logging every touch

But you hate the reality:

• Slow Lightning pages
• Bloated screens
• 400+ fields on Opportunity
• Flows nobody understands
• Reports that never quite add up
• Reps updating things at the last minute, if at all

So you end up in this weird limbo:

You pay a small fortune every year…
for a system your team quietly avoids
and your executives quietly distrust.

You wouldn’t say this in a meeting,
but I will say it for you:

Your Salesforce is a bloated, overbuilt, confusing mess.
And it’s costing you more in lost deals than you want to admit.

How do I know?

Because you’re not special.
This is what almost every mature Salesforce org looks like behind the login screen.

The Dirty Secret Nobody Says Out Loud

Over the years, your Salesforce has been:

• Created by one admin
• “Improved” by another
• Patched by a consultant
• Overridden by a VP who needed “just a few more fields”
• Connected to 6 tools by 4 different people

Now you have:

• Fields nobody remembers creating
• Layouts designed for people who don’t work there anymore
• Flows nobody wants to touch
• Triggers built in a rush to hit a deadline
• “Temporary” hacks from 2019 still running in production

And because everyone is afraid of breaking something…

Nothing meaningful ever gets fixed.

So the problems pile up:

• Reps avoid Salesforce and live in spreadsheets.
• Deals slip through the cracks.
• Follow-ups get missed.
• Forecasts are off.
• Your pipeline becomes… a suggestion.
• You keep paying the bill anyway.

That’s the reality.

I’m Not Here To Judge. I’m Here To Fix It.

Hi. I’m Mo.

I help companies turn their slow, messy, hated Salesforce orgs
into fast, clean, trusted systems their teams actually use.

Not in a year.
Not with a 90-slide deck.
Not with endless “phases” and “roadmaps.”

In about 30 days.

I call it the Salesforce Cleanroom™.

Think of me like the specialist you bring in when your CRM has been through too many hands, too many experiments, and too many promises…
and you’re finally ready to stop messing around.

What Is Salesforce Cleanroom™?

It’s a deep clean + rebuild of your existing Salesforce.
No rip-and-replace.
No starting over.
No “burn it down and migrate to something new.”

We keep the good.
We nuke the bad.
We rebuild the parts your team touches every day.

Here’s how it works.

Step 1: The Org X-Ray

First, I plug into your Salesforce and map out:

• Objects
• Fields
• Flows
• Triggers
• Page layouts
• Data patterns
• Integrations

I’m not looking for “opportunities.”

I’m looking for what’s breaking things.

I hunt down:

• Fields nobody uses
• Flows that fire at the wrong time
• Triggers causing strange overwrites
• Layouts your reps hate
• Pages that take forever to load
• Places where your data is clearly lying

You get a brutally honest picture of how sick the system actually is.

Most clients look at the X-Ray and say:
“No wonder we’re struggling.”

Good.
Now we know where to cut.

Step 2: Remove The Crap™

Next, we start deleting.

This is the part nobody wants to do,
and the reason your org is such a mess.

I systematically remove:

• Dead fields
• Duplicate fields
• Useless page layouts
• Old workflow rules
• Clashing Process Builders
• Zombie flows

We typically strip out 20,40% of the bloat.

The result?
Salesforce stops feeling like a hoarder’s basement
and starts feeling like a tool again.

Step 3: UX Rebuild , Make Reps Actually Want To Use It

Now we rebuild the screens your reps live in:

• Lead
• Contact
• Account
• Opportunity

Our goal is simple:

Make Salesforce the easiest, fastest place to do their job.

That means:

• No more infinite scrolling
• Only fields that actually matter
• Logical sections
• Clean layouts
• Faster clicks

The moment reps see the new screens,
you can physically watch their shoulders drop.

They stop seeing Salesforce as a punishment
and start seeing it as a help.

When that happens?

Data quality shoots up.

Step 4: Automation Harmonization

Then we get into the haunted attic: automation.

I identify and fix:

• Flows that run too often
• Triggers that conflict
• Rules that fail silently
• Integrations that are misfiring

We bring order to the chaos so:

• Deals don’t move stages randomly
• Fields don’t get overwritten unexpectedly
• Syncs don’t break pipeline reports

Salesforce stops “doing weird things”
and starts behaving like a calm, predictable system.

Step 5: Speed Optimization

We go after Lightning performance.

• We slim down heavy pages
• Remove unnecessary components
• Rework slow layouts
• Tweak settings Salesforce itself recommends

Suddenly:

• Reps aren’t waiting 7 seconds for an Opportunity to load
• Clicking into Accounts doesn’t feel like punishment
• Your CRM feels… modern again

Slow CRM = slow team = slow revenue.
We fix that chain at the root.

Step 6: Forecast & Data Repair

Finally, we tackle the thing that keeps you up at night:
Can I trust these numbers?

We:

• Clean up the pipeline
• Standardize stages
• Fix stuck deals
• Tighten data rules
• Build dashboards that match reality

For the first time in a long time,
your forecast stops being a guess.

What Happens After Cleanroom?

Your reps:

• Complain less
• Use Salesforce more
• Update things faster
• Actually read the screens you give them

Your ops team:

• Stops firefighting
• Starts improving

Your leadership:

• Looks at dashboards without flinching
• Stops getting blindsided by “surprises”

You:

• Stop wondering how much revenue your CRM is leaking
• Start trusting your systems again

That’s the real win.

What Does This Cost?

Let’s be adults.

Right now, your broken Salesforce is costing you:

• Lost deals from missed follow-ups
• Inflated pipeline from bad data
• Bad strategic moves from wrong numbers
• Time wasted fighting the tool instead of selling

You’re already paying the price.
You’re just not seeing the invoice.

The Salesforce Cleanroom™ depending on complexity.

No endless retainer just to “look around.”
No 9-month “transformation project.”

Straightforward, focused, 30-day fix.

“What If It Doesn’t Work?”

Fair question.

So here’s my stance:

If I don’t materially improve:

• Speed
• Usability
• Data quality
• Forecast trust

…I don’t deserve your money.

So if, after the Cleanroom, you honestly feel like your Salesforce isn’t significantly better:

You don’t pay the second half of the fee.

Simple.

Who This Is For

This is for you if:

• You’re a Founder / CEO / VP Sales / RevOps / CRO
• Salesforce is mission-critical but increasingly hated
• You’re tired of half-measures and “someday projects”
• You want a clean, fast, trusted CRM ASAP

This is not for you if:

• You think “it’s fine, we’ll get to it next year”
• You love long consulting projects with pretty slides
• You’d rather blame reps than fix systems

What To Do Next

If your gut is already saying, “Yeah… this is us,”
here’s the next step:

👉 Book a 20-minute Cleanroom Audit call.

On that call we’ll:

1. Talk through your current Salesforce reality
2. Pinpoint where it’s likely costing you revenue
3. See if your org is a fit for Cleanroom
4. If it is, I’ll outline what a 30-day fix would look like

No pressure.
No 45-minute pitch.
No “act now” ultimatum.

Just an honest conversation about whether you want your CRM
to keep bleeding you quietly…

or start serving you properly.

Click the link.
Book the call.
Let’s fix this before another quarter slips away.

 Mo