Executive Strategy Program
An Exclusive Program for Visionary CEOs Ready to Automate, Scale, and Lead Smarter
This is not a service for everyone.
Our Executive Strategy Program is a high-level, by-application-only engagement for business leaders who are already using Salesforce and are ready to transform their operation into a fully optimized, automated growth system.
This program is designed for companies that want to generate revenue 24/7, not by working harder, but by working smarter. We help you leverage Salesforce, AI, and process automation to reduce dependency on manual tasks, gain real-time visibility, and scale with confidence.
But not every company is a fit. That’s why all applicants must complete a short intake form and a strategic interview. If we believe your business is at the right stage to benefit from this program, we’ll invite you in. If not, we’ll recommend one of our other services that better aligns with where you are today.
This is not a service for everyone.
Our Executive Strategy Program is a high-level, by-application-only engagement for business leaders who are already using Salesforce and are ready to transform their operation into a fully optimized, automated growth system.
This program is designed for companies that want to generate revenue 24/7, not by working harder, but by working smarter. We help you leverage Salesforce, AI, and process automation to reduce dependency on manual tasks, gain real-time visibility, and scale with confidence.
But not every company is a fit. That’s why all applicants must complete a short intake form and a strategic interview. If we believe your business is at the right stage to benefit from this program, we’ll invite you in. If not, we’ll recommend one of our other services that better aligns with where you are today.
What’s included in the Executive Strategy Program:
Strategic audit of your Salesforce org with C-level debrief.
Strategic audit of your Salesforce org with C-level debrief.
Process redesign and advanced automation architecture.
Process redesign and advanced automation architecture.
Implementation of AI-powered flows and GPT-enhanced tools.
Implementation of AI-powered flows and GPT-enhanced tools.
Executive dashboards built around your growth, profitability, and team performance goals.
Executive dashboards built around your growth, profitability, and team performance goals.
Integration with financial, marketing, and support systems.
Integration with financial, marketing, and support systems.
Private 1:1 sessions with senior consultants only.
Private 1:1 sessions with senior consultants only.
Optional workshops with internal teams to align adoption.
Optional workshops with internal teams to align adoption.
White-glove communication, reporting, and execution.
White-glove communication, reporting, and execution.
This program is ideal for:
CEOs and founders of companies already running on Salesforce.
CEOs and founders of companies already running on Salesforce.
Businesses with a proven sales process looking to scale without adding overhead.
Businesses with a proven sales process looking to scale without adding overhead.
Leaders seeking operational leverage through automation and AI.
Leaders seeking operational leverage through automation and AI.
Teams preparing for investment, M&A, or rapid growth.
Teams preparing for investment, M&A, or rapid growth.
Organizations that want clarity, speed, and senior-level strategy, not another “tech setup”.
Organizations that want clarity, speed, and senior-level strategy, not another “tech setup”.
How to apply:
Fill out our short application form with basic business details.
If pre-qualified, you’ll be invited to a 45-minute strategic interview.
We’ll assess fit and present next steps—whether it’s this program or another service that aligns better.
If accepted, onboarding begins within one week.
How to apply:
Fill out our short application form with basic business details.
If pre-qualified, you’ll be invited to a 45-minute strategic interview.
We’ll assess fit and present next steps—whether it’s this program or another service that aligns better.
If accepted, onboarding begins within one week.
We don’t just accept clients. We partner with leaders who are serious about building systems that scale, and we only take on those who are ready for it.
Apply now to find out if your business qualifies.
We don’t just accept clients. We partner with leaders who are serious about building systems that scale, and we only take on those who are ready for it.
Apply now to find out if your business qualifies.
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team