KAY COACHING LLC
____

Salesforce Projects

Together we select a Salesforce project your team needs (a new or improved functionality):

​

• I serve as your team's Admin to deliver that project (from scoping, building, user testing, training & supporting, to evaluating & improving).

• Along the way, I provide you with insights and recommendations to improve your Salesforce user adoption, systems architecture, goal-setting, project management, and staffing.

• I use these insights to hire and onboard your team's Admin.

Hiring & Onboarding

I hire your team's Salesforce staff (i.e. Admins, directors). I lead the following for you:

​

• JD creation

• Candidate recruitment

• Applicant screening

• Technical assessment

• Interview management

• Reference evaluation

• Decision advising

​

I coordinate with your team to lead your onboarding:

​

• 30/60/90-day goal & project planning 

• Weekly coaching sessions to build skills, deliver projects and resolve roadblocks

• Ongoing Admin support & accountability

• Manager check-ins & coaching 

​

Coaching

After your Admin is onboarded, I facilitate weekly 1-hour coaching sessions to help your Admin build deeper skills they need to grow such as:

​

• Technical Building from data modeling, user interface design, reports & dashboards creation, to automation & integration development

• User Adoption from leading user testing, training & support, to user documentation

• Project Management from scoping, task  estimation & management, risk mitigation, to priority setting

​