An independent review of your existing Salesforce implementation across all five stages — from RFP/Protocol and feasibility through study startup, patient recruitment, and enrollment visibility. Is it built correctly? Is it scalable? Are there gaps costing you timeline? This answers all three.
Every deliverable is produced from your intake responses — not from a generic template. The recommendations map directly to the five stages of your clinical research Salesforce implementation.
Structured questions mapped to each of the five stages — from feasibility survey architecture through enrollment visibility. Takes ~25 minutes. No Salesforce access required.
Day 0Review of your existing Salesforce configuration across all five stages — objects, fields, relationships, workflow rules, flows, and reports — mapped against clinical research best practices.
In reportGaps identified at each stage — Opportunity & Feasibility, Site Selection, Study Startup & Regulatory, Patient Recruitment, and Screening & Enrollment. Ranked by operational impact.
Core deliverableSpecific recommendations for Clinical Study object design, Site Profile structure, Study-Site Junction, Site Tracker, Vendor Services Request and Engagement objects, Physician & Site Sales pipeline, and Enrollment Dashboard.
Technical outputStage-by-stage identification of where flow automation, record-triggered processes, and notification logic will remove the most manual steps — prioritized by time savings and go-live impact.
Operational outputAssessment of current ACV calculation logic, per-patient fee tracking, site count modeling, and enrollment projection accuracy. Recommendations for a defensible clinical trial revenue model in Salesforce.
RevOps outputA 0–100 score for each of the five stages assessing data structure quality, naming standardization, and readiness for AI applications — site matching, enrollment forecasting, IRB timeline prediction.
Future-state outputA specific action plan tied to your most urgent go-live pressure. Tasks, owners, and sequencing — not a strategy deck. Your Admin can start executing this the day after the review call.
Primary deliverableA visual scorecard across three dimensions — Architecture, Operational Efficiency, and AI-Readiness — that makes the gap concrete and measurable. Shareable with your COO or VP to build the business case for the fix.
Executive artifactStructured debrief walking through every stage finding, the prioritized roadmap, and ROI projections. Natural transition to discussing advisory or implementation support if needed.
Day 5–7The intake form is what makes the 48–72 hour delivery possible. Every question is designed to surface a specific gap or confirm a specific capability across the five stages of your clinical research Salesforce build.
Every audit produces a scored assessment across three dimensions. The scorecard makes the gap concrete and measurable — not a narrative opinion. It is the artifact you share with your COO or VP Operations to build the business case for fixing what the audit identifies.
Scores are derived from your intake responses — not industry averages. A client who has a strong feasibility workflow but a regulatory packet process with gaps will see that distinction clearly in their scorecard.
Sample — your scores derive from your intake data
The audit is designed to be fast without sacrificing depth. You complete one intake form. The analysis happens against the five-stage framework. You receive a bespoke report within 48–72 hours.
Many clients use the audit as a standalone diagnostic — they take the roadmap to their internal Admin and execute it independently. Others choose an ongoing advisory retainer for continued architectural guidance as they build. Both outcomes are valid. Either way, your team or a Salesforce resource of your choosing does the configuration work — Greenlight Advisory provides the architecture and the judgment.
If you start an advisory retainer within 14 days of audit delivery, the full $2,500 audit fee credits toward Month 1. You're getting the first month for $2,500 instead of $5,000.
Both tiers are advisory only. Configuration and implementation are executed by your internal Admin or a Salesforce resource of your choosing — Greenlight Advisory does not build or configure.
Book a 20-minute discovery call to confirm fit and scope. The stage-by-stage intake form is sent within 24 hours of the call.
20 minutes. Confirm scope and fit before committing.
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