01
Engagement Overview
Cardinal Peak Realty has outgrown the spreadsheet-driven workflows currently used to track listings, buyer pipelines, and agent production across its three Front Range offices. Brightline Consulting will deploy Salesforce Sales Cloud configured specifically for residential brokerage operations — consolidating property, client, and transaction data into a single source of truth and giving leadership real visibility into the pipeline.
This engagement covers discovery, data migration from eleven active spreadsheets, configuration of a custom property pipeline object, agent-facing dashboards, two rounds of training, and thirty days of hypercare following go-live.
02
Scope of Work
Workstream ADiscovery & Design
- Stakeholder interviews with leadership, two team leads, and four producing agents
- Documentation of current-state workflows for listings, showings, offers, and closings
- Solution blueprint covering object model, page layouts, automations, and permissions
- Sign-off on design before any configuration begins
Workstream BData Migration
- Audit and cleansing of eleven source spreadsheets covering ~14,000 contact records and ~2,200 active or historical listings
- Deduplication, address normalization, and MLS ID reconciliation
- Staged migration into sandbox, validation with client, then production cutover
- Archive of raw source files retained for 12 months post-go-live
Workstream CPlatform Build
- Custom Property Pipeline object with stages: Prospect → Listing Prep → Active → Under Contract → Closed
- Buyer and seller record types with differentiated page layouts
- Automated task generation for inspection, appraisal, and closing milestones
- Role hierarchy supporting brokerage owner, managing broker, team lead, and agent access
Workstream DDashboards & Training
- Three dashboard templates: Agent Production, Office Pipeline, and Executive Summary
- Two live training cohorts (morning + evening sessions) for all 200 agents
- Admin enablement for two designated Cardinal Peak system administrators
- Recorded session library and written quick-reference guides
03
Ten-Week Timeline
Weeks 1–2
Discover
Interviews, workflow mapping, solution blueprint, design sign-off.
Weeks 3–5
Build
Sandbox configuration, property pipeline, automations, role model.
Weeks 5–7
Migrate
Data cleansing, staged loads, validation cycles, production cutover plan.
Weeks 7–9
Train
Admin enablement, two agent cohorts, dashboard walkthroughs.
Weeks 9–10
Launch
Go-live, hypercare support, 30-day stabilization and handoff.
04
Deliverables
✓
Solution Design DocumentCurrent-state map, object model, and approved design specification.
✓
Configured Salesforce OrgProduction-ready instance with property pipeline, automations, and security model.
✓
Migrated Data Set~14,000 contacts and ~2,200 listings cleansed, validated, and loaded.
✓
Three Dashboard TemplatesAgent Production, Office Pipeline, and Executive Summary dashboards.
✓
Training PackageLive sessions for 200 agents plus recorded library and quick-reference guides.
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30-Day HypercareDedicated support, bug triage, and weekly office hours post-launch.
05
Investment & Payment Schedule
| Phase / Milestone | Due | Amount |
|---|---|---|
|
Discovery & Design
Due at signature. Triggers kickoff and blueprint work.
|
Upon signing | $13,600 |
|
Platform Build
Configuration, property pipeline, automations, role model.
|
End of Week 5 | $20,400 |
|
Data Migration
Cleansing, staged loads, validation, production cutover.
|
End of Week 7 | $13,600 |
|
Training & Dashboards
Agent cohorts, admin enablement, dashboard delivery.
|
End of Week 9 | $13,600 |
|
Go-Live & Hypercare
Cutover, 30-day stabilization, knowledge handoff.
|
End of Week 10 | $6,800 |
|
Total Engagement FeeFixed fee, all workstreams included
|
$68,000 | |
06
Assumptions & Client Responsibilities
- Cardinal Peak will procure Salesforce Sales Cloud Enterprise licenses (200 seats) independently; license fees are not included in this SOW.
- A designated project sponsor and two administrators will be available for up to six hours per week throughout the engagement.
- Source spreadsheets will be delivered to Brightline within five business days of kickoff in the agreed column formats.
- Third-party integrations (MLS sync, DocuSign, dialer platforms) are out of scope and may be addressed under a separate SOW.
- Change requests introduced after design sign-off will be scoped at $215/hour and documented via written change orders.
- Travel to Denver for on-site training (two days) is included. Any additional on-site visits will be billed at cost.