CLIENT DISCOVERY WORKBOOKS WITHOUT BUILDING YOUR OWN AUDIT SPREADSHEET.

KeelCadence is built for consultants and advisors who regularly help clients understand Salesforce orgs they did not build.

KeelCadence workbooks can support early discovery, cleanup planning, access review, automation review, import preparation, UAT planning, and admin handoff.

• Run a Field & Object Audit before a cleanup project
• Run Permission & FLS Audit before an access review
• Run Automation Inventory before changing processes
• Run Impact Awareness before imports, UAT, or record updates
• Use workbook findings to scope remediation work
• Use remediation tracker tabs to assign owners and document follow-up
• Share workbook evidence with clients before proposing deeper work

Building your own audit spreadsheet for every new client org is unpaid work. KeelCadence gives you a structured first-pass diagnostic you can run in minutes, fold into your discovery, and bill to the engagement.

The workbook is the deliverable. You decide how it fits your discovery, your scoping, and your client relationship.

KeelCadence is product-led. It does not start with a discovery call or consulting retainer. The diagnostic workbook is the first artifact.

That matters for consultants because the workbook can turn a vague client concern into a structured review:

• What exists
• What needs review
• What evidence supports the finding
• What should be prioritized
• What can be assigned or tracked

For consultants, that is useful discovery output that arrives before any remediation conversation begins. Learn more about the product approach at Why KeelCadence.

For consultants, KeelCadence is designed to support first-pass discovery without adding another annual platform subscription to your practice. Run the diagnostic, review the workbook, and use the findings to scope the next client conversation.

Recommending cleanup, access changes, or automation rework before you have seen the org is guesswork. Run a read-only diagnostic first so your first recommendation is backed by a review-ready workbook, not a hunch.

• See what actually exists before you scope the work.
• Point to specific review candidates and the evidence behind them.
• Set client expectations with findings, not opinions.

Findings are review candidates. Human validation is still required before you change a client org.

The review-ready XLSX workbook is something you can hand to a client, walk through on a call, and leave behind as a record of the starting point. It is a deliverable, not a black box.

• Structured tabs the client can sort, filter, and keep.
• A health or review score to frame the conversation.
• A baseline you can re-run later to show progress.

• The review-ready XLSX workbook as the discovery deliverable.
• A short summary of the headline findings and review candidates.
• Your recommended next steps, scoped from the evidence.
• A note that findings are review candidates that need business-owner validation before changes.

KeelCadence is a time-saver and a discovery artifact. It does not replace your judgment or the client relationship.

• It does not replace your consulting expertise or recommendations.
• It does not replace business-owner and stakeholder validation.
• It does not replace Salesforce Optimizer, the CLI, AI assistants, or DevOps tools. It complements them.
• It does not make cleanup or access decisions for you.

KeelCadence diagnostics are designed to be easy to explain to clients and straightforward to run without IT involvement.

• No package install
• No Connected App setup
• Read-only diagnostics
• No Salesforce writes
• No individual Salesforce record values exported
• No persistent Salesforce access token stored
• Free on-screen summary before purchase
• Paid downloadable XLSX workbook
• 90-day report retention
• Email-first product support