One great way to offer your services as a Salesforce consultant is with a monthly package.

This is often well-suited for support work, but can also be for larger projects in which you are one of many and don’t control the project’s scope.

For example, you could offer services as

  • a functional advisor
  • a strategic advisor
  • a technical advisor

These services could be published on your website as monthly services, with or without a fixed price.

If you choose not to display a price, you can modify the price based on the specific client and their project needs. This typically means you’ll send them an invoice each month. The invoice will be approved by someone before you are paid. This is a monthly service approach.

Alternatively, if you choose to display a price, you could also offer a checkout-style feature. This typically means the client makes the purchase with a credit card. Each month, a credit card transaction is automatically applied – no one needs to approve each transaction. This is a true subscription service.

The takeaway
There are pros and cons to each style of service. With the former, you can scale your price according to the value you bring to the client. But they may not keep your services for as long, as someone needs to keep approving the bill.

With the latter, billing is smoother and easier for the client but you may be leaving money on the table.

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