Salesforce Training & Adoption Advisory

Diagnose training gaps. Improve user and trainer confidence in Salesforce.

Fast, practical audits and enablement coachning for Salesforce implementation partners and internal teams.

“One of our client leaders said this: ‘Robby is one of the most adaptable, agile learning professionals I have ever had the pleasure to work with, and we simply wouldn’t be able to do this project as effectively without his skills, temperment, and proactive approach.’ ”

— Amanda W.
Account Executive , Paragon

Robby Wagner

Robby Wagner

“Robby brings deep Salesforce expertise and blends it seamlessly with an understanding of human behavior and change management. He doesn’t just train-he empowers, guiding teams through complex systems learning with clarity, patience, and a real enthusiasm for helping others succeed.”

— Andrew Walling
AVP Capability Planning and Delivery, Sammons Financial Group

What’s in the Salesforce Training & Adoption Health Check?

  • Review of training plan, decks, recordings, and job aid

  • Practical findings mapped to impact (confusion, rework, low usage)

  • Prioritized fixes with examples, templates, and quick wins

  • Recommendations for delivery format, cadence, and metrics

  • Optional office-hours and consulting plan for your trainers/SMEs

  • Delivery partners or teams looking to establish their Salesforce training strategy

  • Internal enablement teams with new-to-Salesforce trainers

  • Projects with mixed feedback after go-live

  • Teams that want hands-on, task-based training (not slide dumps)

Who It’s For

Packages & Pricing

  • A fast, independent review of your Salesforce training and adoption approach — designed to identify key improvement areas without meetings or long timelines.

    • Review of training materials, job aids, and session recordings

    • Findings & Recommendations Report (PDF summary)

    • 60-minute Post-Audit Q&A Session

      Typical turnaround 1 week (async review)

  • Everything in Basic Audit plus:

    • Interviews or focus groups (up to 3 sessions)

    • Short user survey (optional)

    • Custom Playbook with templates, checklists, and improvement roadmap

    • Up to 3 hours of advisory meetings (planning, coaching, or strategy reviews) within 30 days

    Typical turnaround: 2–3 weeks depending on discovery activities

  • Prepaid Blocks (valid for 60 days)

    • Starter - 10 hours: $1,400 ($140/hr)

    • Standard - 20 hours: $2,600 ($130/hr)

    • Extended - 40 hours: $4,800 ($120/hr)

    All blocks are prepaid and valid for 60 days from purchase. Hours can be used for:

    • Content reviews and feedback sessions

    • Training or communication plan development

    • Facilitator coaching, teachbacks, and launch prep

    • General advisory and enablement support

    New clients begin with a Salesforce Training & Adoption Health Check before selecting a block.

Certified. Experienced. Proven.

  • 11x Salesforce Certified

  • Certified Salesforce Instructor

  • Certified Professional in Talent Development (CPTD)

  • Prosci-Certified Change Practitioner

  • 30+ Salesforce Projects across public and private sectors

CPTD Certified
Prosci Certified Change Practitioner
Salesforce Certified Instructor

“Not only does he have the multi-credentials to his name but he understands technical terms and explains them in the most business-friendly ways. Robby is a top performer and one of those rare talents to whom I recommend on any team or high-profile training session.”

— Andrea M., IT Project Manager
MTX Group, Inc.

Frequently Asked Questions

Q: Do you replace our team?

A: No. I optimize what you have and coach your trainers to delivery high-impact sessions.

Q: Can you do Train-the-Trainer?

A: Yes. Advisory blocks can include TTT, teach-backs, and trainer development.

Q: Do you do onsite?

A: No. Virtual only. It keeps cost and disruption low.

Q: What types of deliverables or outputs should we expect from a Health Check or Advisory engagement?

A: Each Health Check produces a clear, actionable set of deliverables tailored to your organization. Depending on your package, this may include a Findings & Recommendations Report, a Training Playbook (templates and lifecycle guidance), and edited learning materials or job aids. Advisory blocks can also include coaching for internal SMEs and trainers.

Q: What are the benefits of a Salesforce training and adoption health check?

A: Simply put, it helps uncover training gaps, eliminate redundancy, and strengthen user adoption. You get clear, practical recommendations that improve how your team designs, delivers, and supports learners - saving time, reducing rework, and boosting user and training team confidence.

Let’s Improve Adoption

Email me at: r.wagner@salesforceadoption.com