SALESFORCE & PROCESS AUTOMATION
Less manual work. Clearer processes. A Salesforce setup your team can actually use.
I’m Jason Treacy. I help business owners and operations teams fix frustrating Salesforce setups, reduce manual handoffs, and make reporting useful.
Discuss your projectBring one workflow that isn’t working. We’ll start there.
THE WAY WORK SHOULD FLOWBusiness process automationOngoing supportHOW I CAN HELP
Start with a focused improvement or get help keeping Salesforce useful as your business changes. Scope and pricing are agreed before implementation.
For teams working around confusing screens, unreliable reports, or a backlog of fixes.
For work that depends on duplicate entry, spreadsheets, reminder emails, or someone remembering the next step.
For teams that need practical Salesforce help as questions, fixes, and new requirements come up.
START WITH ONE PROCESS
Use five questions to spot a slow handoff, define the problem, and decide what needs attention first.
Five questions. No signup. A brief you can keep.
THE PERSON BEHIND JLT
I work where business processes
and technology meet.
My work spans Salesforce administration, workflow design, reporting, and helping teams make sense of the systems they use every day.
I start by understanding how your business works: what’s going well, what’s getting in the way, and what your team needs next. Then we define the work and make improvements you can put to use.
Connect with me on LinkedInWORKING TOGETHER
Tell me about your business, your systems, and what you’d like to work better.
We agree the deliverables, exclusions, price, and how we’ll check success before implementation begins.
We work through the changes, check that they meet your needs, and make sure your team can use them.
BEFORE WE TALK
No. Start with what your team is working around: a report you don’t trust, a repeated task, or a handoff that gets missed. We can define the work from there.
Yes. A focused Salesforce improvement or one manual workflow is a useful place to start. The scope comes before a larger commitment.
Pricing depends on the scope, complexity, and support needed. We’ll discuss your requirements and agree the work and price before implementation.
Testing, documentation, and handover are part of defining the work. If you need continuing help, we can agree an ongoing support arrangement.
LET’S GET TO WORK
Tell me what gets stuck, who it affects, and what you want to improve.
I’ll review it with you and we’ll work out a sensible next step.