Salesforce Org Audit & Optimization dashboard displaying org health score, data quality, and optimization roadmap.

Salesforce Org Audit & Optimization

$5,999.00

Complete Brand Identity System

This package gives your business a complete brand identity system, not just a logo. It includes logo direction, brand colors, typography, guidelines, business card, letterhead, email signature, social media assets, and ownership documentation, so your brand looks professional and consistent everywhere.

Package Includes

  • Brand discovery questionnaire
  • Logo concept development until final direction is selected
  • Final logo suite with web-ready, print-ready, and vector files
  • Brand color palette and complete typography system
  • Brand Guidelines PDF
  • Business card, letterhead, and email signature design
  • Social media brand assets
  • Copyright / IP Ownership Transfer Document
Estimated delivery: 10–14 business days. Delivery time may depend on how quickly the client provides required information and feedback.
Pay only 30% deposit now

WHAT YOU WILL GET

Professional, consistent, ready-to-use branding for your business.

This package gives your business a complete visual identity foundation for your website, social media, business cards, email communication, documents, presentations, and marketing materials.

Package Overview

The Complete Brand Identity Package is designed for businesses that need a professional, consistent, and ready-to-use visual identity.

This is not just a logo design service. It is a complete visual identity package created to make your business look polished, professional, and consistent everywhere your customers see your brand.

The process starts with a brand discovery questionnaire so we can understand your business, audience, style preferences, competitors, and overall brand direction.

We then begin logo concept development and continue creating or refining logo directions until the final visual direction is selected. Once the final logo direction is approved, we polish the selected logo and build the full brand identity system around it.

Brand Discovery Questionnaire

Before the design process starts, we collect the key information needed to build your brand identity.

  • Business name
  • Industry
  • Target audience
  • Brand style
  • Competitors
  • Preferred colors
  • Design examples you like
  • Website or social media links
  • Existing brand materials, if available
  • Business goals and positioning
  • Preferred visual direction
Logo Concept Development Until Final Direction Is Selected

We do not limit the branding process to only one or two logo concepts.

Your business will receive logo concept development until a final logo direction is selected. We will continue creating and refining logo directions based on your feedback until we identify the visual style that fits your business, industry, audience, and brand positioning.

Once the final direction is approved, we will polish the selected logo and prepare the complete logo suite for web, print, social media, and business use.

  • Multiple logo concept directions during the concept stage
  • Logo style exploration
  • Client feedback review
  • Logo refinement based on feedback
  • Final approved logo design
  • Professional preparation of final logo files
  • Complete logo suite delivery
1. Final Logo Suite

You receive a complete set of logo files and logo variations.

  • Primary logo
  • Secondary logo
  • Horizontal logo version
  • Vertical logo version
  • Icon / submark
  • Black logo version
  • White logo version
  • Gold logo version
  • Transparent background version
  • Web-ready logo files
  • Print-ready logo files
  • Vector logo files
2. Color Palette System

You receive a complete brand color system, not just random colors.

  • Primary color
  • Secondary color
  • Accent color
  • Neutral colors
  • Background colors
  • Text color guidance
  • Button/accent color guidance
  • HEX codes
  • RGB codes
  • CMYK codes
  • Basic color usage examples
3. Typography System

You receive a complete typography system for your brand.

  • Heading font
  • Body font
  • Accent font, if needed
  • H1 style
  • H2 style
  • H3 style
  • Body text style
  • Button text style
  • Basic spacing and hierarchy rules
  • Font usage examples
4. Brand Guidelines PDF

You receive a professional brand guidelines document, usually 10–15 pages.

  • Logo usage
  • Logo variations
  • Logo spacing
  • Logo placement
  • Incorrect logo usage
  • Color palette
  • Typography system
  • Brand mood
  • Visual style
  • Business card preview
  • Social media preview
  • Basic brand application examples
5. Business Card Design

You receive one professional business card design.

  • Front side design
  • Back side design
  • Print-ready PDF
  • Digital preview file
6. Letterhead Design

You receive a branded letterhead design for business documents, proposals, invoices, letters, or official communication.

  • Letterhead layout
  • Logo placement
  • Brand colors
  • Business contact area
  • Print-ready PDF
7. Email Signature Design

You receive a branded email signature design.

  • Name
  • Title
  • Company name
  • Phone number
  • Website
  • Email
  • Social links, if provided
  • Logo placement
8. Social Media Brand Assets

You receive real social media files that can be used for your business profiles and posts.

  • Profile image / avatar
  • Facebook cover
  • LinkedIn cover
  • Instagram post template
  • LinkedIn post template
  • Story template
9. Copyright / IP Ownership Transfer Document

After the project is completed and paid in full, you receive a written Copyright / Intellectual Property Ownership Transfer Document for the final approved logo and final brand identity assets.

This document confirms that:

  • The final approved logo was created specifically for your business
  • The final approved logo was paid for by you
  • The final approved logo and final brand assets are assigned to your business
  • You receive exclusive rights to use the final approved logo for your business
  • The final approved logo may be used on your website, social media, business cards, signage, packaging, marketing materials, digital ads, documents, and other business materials
  • The final approved logo and final brand assets will not be resold to another client
  • Unused concepts, unused drafts, rejected logo directions, and internal design files remain the property of Veteran Global Solutions unless purchased separately or agreed otherwise in writing
Final Delivery Folder

All final files are delivered in an organized folder.

  • PNG files
  • JPG files
  • SVG files
  • PDF files
  • Web-ready files
  • Print-ready files
  • Vector logo files
  • Brand Guidelines PDF
  • Business card files
  • Letterhead file
  • Email signature file
  • Social media asset files
  • Copyright / IP Ownership Transfer Document
Best For
  • Startups
  • Small businesses
  • Service-based businesses
  • Consultants
  • Online stores
  • Local businesses
  • Professional service providers
  • Personal brands
  • Companies launching a new brand
  • Companies refreshing an existing brand
  • Businesses that need a polished and consistent visual identity
Delivery Time

Estimated delivery time: 10–14 business days.

Delivery time may depend on how quickly the client provides required information and feedback.

Revisions

Logo concept development continues until the client selects the final logo direction.

After the final logo direction is approved, the package includes 2 rounds of refinement revisions to polish the selected logo and brand materials.

Additional major changes after the final direction is approved may require an extra fee if they change the original project scope.

Requirements From Client
  • Business name
  • Business industry
  • Short business description
  • Target audience
  • Preferred brand style
  • Preferred colors, if any
  • Examples of brands you like
  • Competitor examples
  • Website link, if available
  • Social media links, if available
  • Contact details for business card and email signature
  • Any existing logo or brand files, if available
  • Any slogan or tagline, if available
Important Notes

This package includes visual brand identity design only.

It does not include trademark registration, legal trademark search, legal brand name research, copyright registration with the U.S. Copyright Office, printing services, website design, paid advertising setup, or full marketing strategy.

The included Copyright / IP Ownership Transfer Document covers the final approved logo and final approved brand identity assets created and delivered as part of this project after full payment is received.

Trademark registration is not included. If you want to legally register your business name, slogan, or logo as a trademark, that should be handled separately through a qualified trademark attorney or trademark filing service.

Website design, landing pages, social media management, advertising setup, CRM setup, and marketing automation can be added separately.

Logo concept development continues until the final direction is selected, based on the original business brief and project scope. Major changes to the business name, industry, offer, target audience, or creative direction after approval may require additional work and may be quoted separately.

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Salesforce Org Audit & Optimization

Turn Salesforce complexity into a clear, controlled optimization plan.

Assess one existing Salesforce org across configuration, security, automation, data, reporting and user adoption—then prioritize the changes that will make it easier to use, safer to manage and more reliable for decisions.

Start With the Business Problems Worth Solving

We begin with a focused discovery session to understand why the Salesforce org needs attention now. Together, we define priority areas, teams, processes and outcomes to improve. This may include weak pipeline visibility, slow service handoffs, confusing fields, duplicate work, access concerns, automation failures or low adoption. The audit follows these practical questions rather than producing a generic inventory of every setting.

Create a Clear Picture of the Current Org

The engagement establishes a baseline for the existing environment. We review selected objects, fields, record types, layouts, relationships and configuration patterns that support the priority areas. The goal is to distinguish useful architecture from technical debt: duplicate fields, outdated statuses, unclear ownership and overloaded layouts. This creates a shared picture of what the org does today and where it no longer matches the business.

Review the Processes Behind the Records

We examine selected lead, sales, service, onboarding, renewal or other core processes to see how records are created, reassigned, advanced, escalated and closed. The review exposes broken handoffs, unclear stage definitions, unnecessary manual steps, duplicate entry and missing accountability. It also separates a configuration problem from a process decision, training need or data-governance issue that must be owned outside the Salesforce build.

Assess Data Structure, Quality and Daily Usability

A useful org captures information people need without demanding fields that add no value. We assess selected data and record samples for missing critical data, inconsistent picklists, duplicate risk, stale stages, unclear relationships, unhelpful required fields and records that are difficult to find or update. Available signals inform practical cleanup rules and usability improvements. This is an audit, not a full data-cleaning, enrichment or historical-migration project.

Check Security, Access and Control Boundaries

Access should support productive work while protecting customer, commercial and operational information. We review selected profiles, permission sets or groups, role hierarchy, object and field permissions, sharing patterns and inactive or unnecessary access where available. We also consider native security signals, including available Health Check results and configuration alerts. The outcome is a practical control recommendation—not a penetration test, compliance certification or enterprise identity redesign.

Examine Automation and Technical Debt

Automation is useful only when its purpose, trigger and outcome are clear. We review selected Flows, workflow assets, validation rules, assignment logic, notifications, approvals and dependent configuration affecting the agreed processes. The assessment looks for overlapping rules, brittle conditions, noisy alerts, obsolete assets, hard-to-test exceptions and risky dependencies. Findings state whether an asset can remain, should be simplified or retired, or needs a separately scoped rebuild because it is too complex for a safe quick win.

Test Whether Reporting Tells the Truth

Management dashboards are valuable only when their definitions match daily work. We review selected reports, dashboards, filters, ownership and source data for the priority areas. The assessment identifies metrics that are unclear, untrusted, difficult to maintain or disconnected from the process. We clarify questions Salesforce can reliably answer after improvements, such as workload, conversion, pipeline movement, case progress, ownership or adoption. Cross-system analytics, data warehousing and executive BI programs remain separate.

Understand Adoption Without Blaming Users

Low adoption is often a system-design signal, not simply a people problem. Through stakeholder discussions and available usage evidence, we assess whether users can find records, understand the process, complete required actions and trust what they see. We identify friction caused by excessive fields, confusing layouts, weak training or inconsistent manager expectations. Recommendations focus on practical adoption, ownership and administrator handoff—not employee performance review.

Turn Findings Into a Prioritized Roadmap

You receive an issue and improvement roadmap that turns the audit into decisions. Each documented finding identifies the affected area, observed condition, likely impact, recommended action, priority and fit for the included optimization scope. The roadmap separates immediate low-risk corrections from recommendations that need policy decisions, new licenses, data preparation, cross-team alignment or a larger Salesforce project. Leaders receive a defensible sequence of work, not an unranked list of technical observations.

Implement the Approved Quick Wins

After the roadmap is approved, we implement selected low-risk configuration improvements within the fixed scope. Quick wins may include refining or retiring a field, layout, list view, validation rule, access setting, report, dashboard component, notification or straightforward automation condition. Each change is tied to a finding and clear operational purpose. High-impact architecture changes, complex Flow redesign, custom code, major sharing changes and integrations are documented in the roadmap but not silently absorbed into optimization work.

Validate Changes Before the Team Relies on Them

Approved improvements are tested against agreed scenarios before handoff. Validation confirms that corrected configuration behaves as intended, appropriate users retain the right access, related records and automation still work, and reporting reflects approved definitions. One fixed-scope correction round is included for confirmed issues within the original recommendations. This protects the org from rushed changes and gives administrators a chance to verify the result.

Leave the Organization With a Manageable Next Step

The final handoff includes documented findings, the prioritized roadmap, completed quick wins and practical administrator guidance for the selected areas. Stakeholders leave with a clearer view of what should be maintained, monitored, governed or planned next, plus a basis for future work. Post-implementation support helps resolve questions about delivered changes. Salesforce subscriptions, paid add-ons, full data cleanup, migration, complex automation, Apex, integrations and third-party costs remain separate unless approved in future scope.

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