Three Sessions. Two Weeks. Real Answers.
Each session is roughly 30 minutes. We guide the conversation — you don't need to prepare anything.
Discovery & Ideation
Map current workflows, identify pain points, and surface AI use cases across your organization.
Deliverable
Prioritized Use Case Matrix — scored by complexity and business impact
ROI & Feasibility
Build a business case for top use cases — estimate time savings, deflection rates, or revenue impact.
Deliverable
ROI Summary & Readiness Checklist — a defensible internal business case
Proof of Concept
Live walkthrough of a configured AI agent, tailored to your #1 use case and data model.
Deliverable
POC Demo + Implementation Roadmap — a phased path from POC to production
Choose Your Platform
The accelerator is available for both Salesforce Agentforce and HubSpot Breeze AI. Select your platform for detailed session breakdowns.
Session 1
Discovery & Ideation
- Map current workflows and identify friction points
- Surface AI use cases across service, sales, and operations
- Discuss what Agentforce can and can't do today
- No preparation needed — we guide the conversation
Deliverable
Prioritized Use Case Matrix — scored by complexity and business impact so you see exactly which use cases to pursue first.
Session 2
ROI & Feasibility
- Build lightweight business cases for top 2–3 use cases
- Estimate time savings, case deflection rates, or revenue impact
- Assess data readiness and platform prerequisites
- Identify needs: Data Cloud, MuleSoft, sandbox, licenses
Deliverable
Use Case ROI Summary & Readiness Checklist — a defensible internal business case with platform expansion recommendations.
Session 3
Proof of Concept
- Live walkthrough of a configured agent in a sandbox environment
- Tailored to your top use case and data model
- Or a guided demo using representative data and workflows
- Next-step recommendations and phased roadmap
Deliverable
POC Demo + Implementation Roadmap — a phased path from POC to production with clear next steps.
What Happens Next?
If you want to move forward, we scope a fixed-fee accelerator or T&M engagement from the POC findings.
Why Vantage Point
Built for complex businesses. Built for this.
Deep CRM Expertise
Salesforce Solutions Partner & HubSpot Solutions Partner — certified across every product line.
400+ Engagements
150+ clients. 95% retention. 4.71/5 satisfaction. Inc. 5000 three consecutive years.
100% Senior Consultants
No junior staff, no offshore. The person on the discovery call builds the POC.
True Partnership
We show up as a specialist, not a vendor. Flexible, fast, and here to make it work.
Vantage Point is the only consulting team who has actually delivered on their contract, their commitments, and their skills above and beyond expectation.
VP of Operations
National Wealth Management Firm
Trusted by Leading Companies
Creative Planning
Wealth
Lido Advisors
Wealth
Orion
WealthTech
AmeriLife
Insurance
BlueVine
Banking
A10 Capital
Lending
Ready to Explore What AI Can Do for Your Business?
Three sessions. Two weeks. No cost. No prep required.
Reach out to get started — we'll confirm availability within 24–48 hours and handle all prep and deliverables.