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Salesforce Implementation & Advisory

Proprietary tools. Compressed timelines. Fixed-cost delivery. Book a free 30-minute org review — I'll tell you exactly what's broken and what to fix first.

“I hired a very expensive Salesforce consultant and the result was terrible. Then I went to Taylor and his team. We have made steady progress across three areas that the high-paid consultant was not able to figure out. I highly recommend him.”
RK
Robert K.
Healthcare Platform · via Upwork
★★★★★
“Working with Taylor and his team has been an exceptional experience. Their developers are incredibly sharp, detail-oriented, and highly knowledgeable. They account for every object, dependency, and variable, and their attention to detail is unmatched.”
CS
Chris S.
Customer.io & Salesforce · via Upwork
★★★★★
“Taylor and his team invested real effort into understanding our business needs and specific workflow before recommending a solution. That level of diligence upfront made a meaningful difference in the outcome.”
MB
Multi-Business Org
Salesforce Org Design · via Upwork
★★★★★
Fixed-Cost, Outcome-Based · Proprietary Tools & Methodology · High-Value Delivery

Salesforce work that actually gets done right.

I handle the full spectrum — from greenfield implementations to complex rescue and cleanup work. Expert-led, outcome-based, and built to last.

Audit. Stabilize. Fix. Improve.

Proprietary tools and battle-tested methodologies mean faster turnarounds and shorter timelines — practical, outcome-based execution for mid-market and growth-stage companies.

// 02 · Execution

Practical Salesforce Execution

I handle the heavy lifting across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Health Cloud. From complex integrations to custom Apex development, I deliver clean, maintainable builds.

Sales Cloud Service Cloud Marketing Cloud Experience Cloud Health Cloud Integrations
// 03 · Advisory

Senior Advisory & Architecture

Stop guessing how to build it. I provide the architectural vision to ensure your Salesforce org scales with your business, without accumulating technical debt.

Architecture Data Modeling Process Design Security & Sharing CPQ Strategy RevOps Alignment
Taylor Green — Founder, TGreen Workspace
Taylor Green
Founder & Principal Advisor
Admin Platform Dev I App Builder Business Analyst AI Associate Sales Cloud Service Cloud Marketing Cloud Experience Cloud Health Cloud CPQ Revenue Cloud Data Cloud
// Why TGreen Workspace

Faster than the big firms.
Better than going it alone.

Top 1% Upwork Expert-Vetted. 200+ Salesforce orgs consulted. 18,000+ hours of architecture work. 100,000+ hours of development overseen. 100% engagement success rate and a 5.0 client rating. Our proprietary tooling and repeatable frameworks compress timelines that other consultants stretch into months.

I lead every engagement personally and I don't bait-and-switch. On larger projects, I bring in a small, trusted network of specialized architects I've worked with for years — but I am always your direct partner. The result: faster delivery, tighter scope, and better outcomes than firms charging twice as much.

My clients are typically small to mid-market companies that have outgrown their Salesforce setup — or inherited a mess they didn't create. They want fast, decisive execution from someone who's done it 200+ times. Our proprietary tools and streamlined methodology mean we deliver in shorter timelines than even large senior teams — fixed-cost, outcome-based, no wasted cycles. If you want high-value delivery and full accountability for the result, let's talk.

// Technical Capabilities

Full-Stack Salesforce.
Every Cloud. Every Layer.

From architecture to automation, integrations to AI — I cover the full Salesforce platform and the broader tech stack it connects to.

Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Health Cloud
CPQ / Revenue Cloud
Field Service Lightning
Data Cloud
Agentforce / Einstein AI
NPSP / Nonprofit Cloud
Education Cloud
Account Engagement / Pardot
Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Health Cloud
CPQ / Revenue Cloud
Field Service Lightning
Data Cloud
Agentforce / Einstein AI
NPSP / Nonprofit Cloud
Education Cloud
Account Engagement / Pardot
Apex
Lightning Web Components
Flow Builder
Process Builder
SOQL / SOSL
REST / SOAP APIs
Salesforce DX
CI/CD Pipelines
Metadata API
Platform Events
Change Data Capture
Streaming API
Bulk API
LWR Sites
Apex
Lightning Web Components
Flow Builder
Process Builder
SOQL / SOSL
REST / SOAP APIs
Salesforce DX
CI/CD Pipelines
Metadata API
Platform Events
Change Data Capture
Streaming API
Bulk API
LWR Sites
HubSpot
Slack
Tableau
Power BI
n8n
Zapier
MuleSoft
Boomi
AWS
Google Cloud
Azure
Stripe
Twilio
SendGrid
Customer.io
Segment
ChatGPT / OpenAI
SMS / WhatsApp
HubSpot
Slack
Tableau
Power BI
n8n
Zapier
MuleSoft
Boomi
AWS
Google Cloud
Azure
Stripe
Twilio
SendGrid
Customer.io
Segment
ChatGPT / OpenAI
SMS / WhatsApp
JavaScript
TypeScript
React
Node.js
Python
HTML / CSS
PostgreSQL
MySQL
MongoDB
Redis
Docker
GitHub Actions
Heroku
Netlify
Vercel
REST APIs
JavaScript
TypeScript
React
Node.js
Python
HTML / CSS
PostgreSQL
MySQL
MongoDB
Redis
Docker
GitHub Actions
Heroku
Netlify
Vercel
REST APIs

Operational scale. Business outcomes.

Three case studies. Three firms that outgrew their Salesforce setup. Here’s what happened after the diagnostic.

Case 01 · HealthTech

Health Insurance Operations

A regional health insurance carrier with 100,000+ member records, manual enrollment workflows, and a Salesforce org that had never been audited for HIPAA compliance.

100%
Data integrity across 100K+ records
−70%
AML/KYC manual processing effort
HIPAA
Automation at scale, audit-ready
TGWS DIAGNOSTIC INSIGHT
The diagnostic uncovered 4 HIPAA exposure points in the sharing model and 12,000+ duplicate member records that were inflating reported enrollment numbers.
A regional health insurance carrier had 100,000+ member records and had never audited their Salesforce org for HIPAA compliance. The diagnostic found 4 sharing model violations and 12,000+ duplicate records inflating enrollment numbers. After remediation: 100% data integrity, HIPAA-compliant automation, and 70% reduction in manual processing effort.
Case 02 · SaaS

B2B2C Lead Nurturing Engine

A high-growth MarTech SaaS platform processing 100,000+ annual leads across a B2B2C model, with broken attribution, misrouted leads, and a Marketing Cloud integration that wasn’t firing correctly.

+30%
Lead-to-sales velocity
100K+
Annual leads in nurture sequences
Full Attrib.
First touch to closed-won
TGWS DIAGNOSTIC INSIGHT
35% of inbound leads were being routed to the wrong owner due to a broken territory rule. The fix took 2 days. The revenue impact was immediate.
A high-growth MarTech SaaS platform was processing 100K+ annual leads but had no clean attribution and 35% of inbound leads routing to the wrong owner. The diagnostic found the broken territory rule in day one. Fix took 2 days. Result: 30% increase in lead-to-sales velocity and full first-touch-to-closed-won attribution.
Case 03 · Global SaaS

Digital Experience Portal

A global SaaS platform with a high-volume customer support portal built on Experience Cloud — slow load times, low adoption, and a support team drowning in tickets that should have been self-served.

−40%
Support ticket volume deflected
<2s
Portal load time, global users
−73%
SOQL queries per page render
TGWS DIAGNOSTIC INSIGHT
The portal was loading 47 SOQL queries per page render. The diagnostic identified this in day 1. The LWR rebuild reduced it to 6 queries and cut load time by 73%.
A global SaaS platform's Experience Cloud portal was loading 47 SOQL queries per page render — support tickets were piling up because users couldn't self-serve. The diagnostic flagged it on day one. The LWR rebuild reduced queries to 6, cut load time by 73%, and deflected 40% of support volume within 60 days.
// Salesforce Experience Cloud

Your project. Full visibility.

A branded self-service portal built on Salesforce Experience Cloud. Real-time task tracking, billing transparency, and project health — no Salesforce license required. Slack-connected notifications keep you in the loop without the noise.

TGWS Client Portal
Live Example
0%
SOW Used
0%
On-Time
Active Tasks
TGWS-047 · Flow Automation Build
4.5h logged · In Progress
TGWS-048 · Apex Trigger Refactor
2.0h logged · Awaiting Feedback
TGWS-046 · LWC Dashboard Component
6.0h logged · Completed
TGWS-049 · Integration Testing
0h logged · Backlog
23% faster delivery this sprint
3 tasks approved this week
12 hours logged today
Slack-connected · real-time updates
SOW burn rate on track · 34% remaining

Every client gets a branded self-service portal built on Salesforce Experience Cloud. Full project visibility, task approvals, billing transparency, and Slack notifications — no Salesforce license required.

Ops Task Board
Real-time milestone tracking grouped by status. Approve tasks directly from the portal — no email chains.
Weekly Billing View
Transparent hours breakdown per contractor. Estimated vs. actual with automatic weekly snapshots.
Hours Transparency
Every hour logged includes date, team member, task reference, and detailed work notes.
Project Health Dashboard
SOW utilization, burn rate trending, contractor allocation, and milestone dates at a glance.
Slack + Email Alerts
Portal-linked Slack notifications and weekly email digests. No login required to stay informed.
Secure & License-Free
SSO-enabled Experience Cloud login. Role-based access, invite-only onboarding. No SF license needed.
100%
Engagement Success Rate
100K+
Hours Overseen
150+
Orgs Consulted
5.0★
Client Rating · All Time

What our clients actually say.

100% engagement success rate. 5.0 client rating. Every review is from a real, verified engagement.

★★★★★
Salesforce Implementation — Automotive
Jun 2026
“They delivered what they said they were going to do.”
GH
Gene Hickman
via Salesforce Partner ✓
★★★★★
Salesforce Implementation — Nonprofit
Jun 2026
“TGreen Workspace was very supportive and adapted easily to our development process flow and needs. They took the time to understand our needs and concerns and adapted their resources to meet our needs.”
TR
Tricia Randall
via Salesforce Partner ✓
★★★★★
Salesforce Implementation — Construction
Jun 2026
“Taylor is very knowledgeable and engaged in the process. Gets the job done.”
DR
David Record
via Salesforce Partner ✓
★★★★★
Salesforce CRM Support & Implementation
Apr 2026
"Taylor's team provided us with essential support during the implementation of our CRM system, ensuring a smooth and efficient transition from our previous processes. They demonstrated strong technical expertise in Salesforce and were always proactive in identifying potential issues before they became problems. Communication was clear throughout, and the team was responsive and easy to work with. Highly recommend."
DU
Daniel U.
via Upwork ✓
★★★★★
Salesforce Marketing Cloud Account Engagement & Website Integration
Apr 2026
"Taylor and his team were great to work with as we worked through some complicated integrations with our Salesforce Marketing Cloud and our new website. Everything works great and Taylor was always available to answer questions and make adjustments as needed. I would highly recommend Taylor and his team for any Salesforce work."
JM
Jason M.
via Upwork ✓
★★★★★
Salesforce Experience Cloud Expert — Policy Data Integration
Aug 2025
"We engaged Taylor and his team to execute a critical integration of new policy data into our enterprise marketing technology stack. The scope was comprehensive, requiring expertise across data engineering, SQL development, and campaign management platforms. Taylor demonstrated exceptional proficiency in precisely these areas — successfully performing sophisticated revisions to campaign logic and SQL across both legacy and new systems."
SI
Sarah I.
via Upwork ✓
★★★★★
Salesforce Marketing Cloud & Customer.io Integration
Nov 2025
"Working with Taylor and his team has been an exceptional experience. Their developers are incredibly sharp, detail-oriented, and highly knowledgeable. Having worked with developers for over 20 years, I can confidently say that Taylor's team stands out as truly high-quality professionals. They consistently deliver clean, well-structured work with zero bugs."
CS
Chris S.
via Upwork ✓
★★★★★
Salesforce Custom Integration & Data Project
Dec 2025
"Work was clearly defined, costed, connected to a timeline, communicated regularly, completed correctly, and now retained as larger scope of work because of the good experience."
DI
David I.
via Upwork ✓
★★★★★
Senior Salesforce Platform Administrator — Healthcare
May 2025
"Sales Force is sophisticated and if you are new to it, even if you have a technical background, it is difficult to figure out how you want it configured until you start using it. I hired a very expensive Salesforce consultant and the result was terrible. Then I went to Taylor and his team. We have made steady progress across three areas that the high-paid consultant was not able to figure out. Taylor and team patiently answer my questions and each iteration gives considerable progress toward my goals. I highly recommend him if you are trying to configure SF or fix someone else's sloppiness."
RK
Robert K.
via Upwork ✓
★★★★★
Salesforce Field Service Appointment Scheduler
Jul 2025
"Taylor and his team are trustworthy professionals. They demonstrated flexibility when negotiating the scope of their services, timeliness on weekly meetings, and responsiveness when an immediate need arose. I would recommend Taylor and his team without hesitation."
EV
Eric V.
via Upwork ✓
★★★★★
Pardot Classic to Pardot Plus Migration & Support
May 2025
"Taylor's great. I recommend him to anyone."
MB
Michael B.
via Upwork ✓
★★★★★
Salesforce CRM Support — Nonprofit Cloud Org
Sep 2025
"TGreen Workspace is doing a great job supporting our CRM Development project. The team is very organized, professional and knowledgeable, and they have been able to give us different perspectives and options when we hit development challenges. Their work is presented on time and they always provide a demonstration and explanation. TGreen Workspace is very flexible and extremely easy to work with — we highly recommend them."
NP
Nicole P.
via Upwork ✓
★★★★★
Salesforce Commerce Cloud Developer & Consulting
Sep 2025
"We've had the pleasure of working with Taylor and his team on an ongoing Salesforce Commerce Cloud development project for months, and the experience has been outstanding. From the very beginning, Taylor's communication has been clear, consistent, and professional. Despite some tight deadlines, his team has consistently delivered high-quality work. Everyone is easy to work with and always willing to go the extra mile. Highly recommended!"
CC
Carlos C.
via Upwork ✓
★★★★★
Systems Admin/Manager
Sep 2025
"Work is going very well with Taylor and team. Very responsive and get tasks done quickly."
SA
Steven A.
via Upwork ✓
★★★★★
Salesforce Consultant for Nonprofits
Sep 2025
"I highly recommend Taylor and their team for Salesforce consulting work. Their responsiveness and ability to quickly assist on various projects have been impressive. The team's expertise spans a wide range of Salesforce solutions, from basic customizations to complex integrations. They excel at understanding our unique challenges and providing tailored, long-term solutions rather than quick fixes. Taylor's team communicates technical concepts clearly, ensuring all stakeholders can participate effectively in project discussions."
NP
Nathan P.
via Upwork ✓
★★★★★
Salesforce Experience Cloud Expert
Aug 2025
"We engaged Taylor and his team to execute a critical integration of new policy data into our enterprise marketing technology stack. The scope was comprehensive, requiring expertise across data engineering, SQL development, and campaign management platforms. Taylor demonstrated exceptional proficiency in precisely these areas — successfully performing sophisticated revisions to campaign logic and SQL across both legacy and new systems."
SI
Sarah I.
via Upwork ✓
★★★★★
Salesforce Developer with Apex & Lightning Experience
Jun 2025
"I am a very experienced tech/software manager — yet I do not have the time & skills to research Salesforce and do the work myself. Taylor and his team have been the perfect match. They don't hedge or bluff and they are very transparent. Whatever Taylor doesn't know, he has someone who does."
AF
Andrew F.
via Upwork ✓
★★★★★
Salesforce Experience Cloud Portal Redesign
Jun 2025
"I recently worked with Taylor's team on a Salesforce Experience Cloud project and was highly impressed. They delivered a high-quality solution on time and within budget, demonstrating deep expertise and excellent communication throughout."
EC
Emily C.
via Upwork ✓
★★★★★
Custom Salesforce Development — Multi BU's
Jun 2025
"We had a super tight deadline and Taylor and team helped us out in a hurry. Their professionalism, talent, and expertise helped us get what we needed done!"
DL
Diana L.
via Upwork ✓

Salesforce insights from
the people doing the work.

Practical guides, implementation tips, and AI strategy from the trenches — not recycled Salesforce marketing copy.

HealthTech Salesforce Revenue Leakage HealthTech RevOps
May 2026 · 6 min read
How HealthTech SaaS Platforms Leak Revenue in Salesforce (And How to Fix It)
The top 3 revenue leaks we find in every HealthTech Salesforce diagnostic — broken B2B2C attribution, misrouted leads, and implementation handoff delays that delay revenue recognition.
Read article →
InsurTech Salesforce Compliance and Automation InsurTech Architecture
May 2026 · 5 min read
Balancing Compliance and Automation in InsurTech Salesforce Orgs
How InsurTech and benefits platforms can scale Salesforce automation aggressively without exposing PHI, failing audits, or breaking HIPAA sharing model requirements.
Read article →
Why Salesforce Implementations Fail Implementation
Apr 2026
Why Salesforce Implementations Fail (And How to Prevent It)
A failed Salesforce implementation doesn't just waste IT budget; it actively prevents your sales team from closing deals. Here is how to spot the warning signs early.
Read article →
The True Cost of a Bad Salesforce Admin Administration
Apr 2026
The True Cost of a Bad Salesforce Admin
A bad Salesforce Admin is not just an inconvenience; they are a direct threat to your revenue operations. Here is how to identify the signs of a failing org.
Read article →
Agentforce Agentforce
Apr 2026 · 8 min read
Agentforce in 2026: What's Actually Production-Ready vs. What's Still Hype
We've deployed Agentforce across multiple orgs this year. Here's the honest breakdown of what works, what doesn't, and where the real ROI is hiding.
Read article →
Flow Performance Flow Automation
Mar 2026
5 Flow Patterns That Will Kill Your Org Performance (And How to Fix Them)
Governor limits, recursive flows, and SOQL in loops — the most common automation mistakes we see in orgs and the clean patterns to replace them.
Read article →
Data Cloud Data Cloud
Mar 2026
Data Cloud vs. Marketing Cloud: Which One Does Your Business Actually Need?
The honest comparison nobody in the Salesforce ecosystem wants to publish — because the answer isn't always "buy both."
Read article →
CPQ Revenue Cloud
Feb 2026
The True Cost of a Failed Salesforce CPQ Implementation
Why CPQ projects fail, how to spot the warning signs early, and what it actually takes to rescue a botched Revenue Cloud deployment.
Read article →
Health Cloud Experience Cloud
Feb 2026
Why Your Experience Cloud Portal Has Low Adoption (And How to Fix It)
Building a portal is easy. Getting partners and customers to actually use it is hard. The UX and architecture fixes that drive real adoption.
Read article →
Apex vs Flow Development
Jan 2026
The Admin-Developer Trap: When to Stop Clicking and Start Coding
Flow is powerful, but it isn't always the right answer. The technical threshold where declarative tools become the wrong choice.
Read article →
// Free Resource

Download Our Business Proposal

See exactly how we work — engagement models, team structure, certifications, pricing, and process. No form, no email required.

Your Salesforce org
should be working harder.

Book a free 30-minute org review. I'll tell you exactly what's broken, what it's costing you, and the fastest path to fix it. No pitch. No obligation. Just a straight answer from someone who's delivered across 200+ orgs.

Book a Call → Get a Quote