01
Pilots that never ship
Something works in a demo environment and then meets real data, real permissions, and real edge cases. It quietly stops.
Agentic transformation advisory
Deciding to build on AI is the easy part. Making it operational is the work.
I work alongside companies that have already committed to AI and now have to make it real. Agentic workflows that run in production, systems migrated rather than piloted, and teams that actually use what you bought.
Fifteen years in enterprise business technology. Salesforce, Agentforce, and Claude.
Systems that run, not slides that recommend.
The pattern
Nearly every company we talk to is stuck in the same place.
The decision has been made. Budget exists. Leadership is aligned. And then the work stalls, usually for one of a small number of reasons.
02
Tools nobody uses
The licenses are paid for. Usage is shallow. No one internally owns the job of changing how the work actually gets done.
03
No agreed first step
There is no shortage of good ideas. There is no agreement on which one goes first, and nothing moves while that is unresolved.
None of these are technology problems. They are sequencing and ownership problems, and they are solvable.
Services
Six ways engagements usually start.
Most work is a combination. The starting point is whatever is most urgent.
Agentic workflow deployment
Designing and building agent workflows that survive production. Real data, real permissions, real failure modes, real handoffs to people.
AI readiness and enablement
Getting employees to use AI for work that matters. This is the half of the problem that most programs skip, and it is usually why they fail.
Agentic systems migration
Moving existing systems and processes into an agentic architecture, including the configuration and administration nobody wants to own.
Go-to-market advisory for AI companies
Incubation, positioning, brand, and the sales motion. For teams who have built something real and cannot yet explain it to a buyer.
Claude for Small Business deployment
Standing Claude up correctly inside a business and training the team to use it well. Deployment plus enablement, not a license handoff.
Salesforce and Agentforce advisory
The foundation practice. Now including readiness for Headless 360 and for Claudeforce ahead of its Q2 FY27 release.
Not sure which of these you need? That is usually the first thing we work out together.
Book a callThe engagement model
Forward deployed, which means I work inside your team rather than reporting to it.
Most advisory produces a document. This produces a working system and people who know how to run it. I embed with the team that owns the problem, build alongside them, and leave behind something operating rather than something recommended.
01
Map the ground truth
Two to three weeks. Sit with the people doing the work. Document how things actually run, not how the process document says they run. Identify where agents genuinely help and where they would just add risk.
02
Build one thing that works
Pick the highest-leverage workflow and put it into production, with real constraints and real users. One working system changes an internal conversation more than any assessment.
03
Transfer it
Enable the team to operate, extend, and troubleshoot it without me. If the system depends on my presence, the engagement failed.
Engagements typically run three to six months. The first month is designed so you can stop after it.
Track record
Fifteen years of building the systems companies run on.
Before agentic AI had a name, the work was the same: take a platform a company had already bought and make it into something the business could actually operate. Client names are withheld under agreement.
Matt Kelly, M3 Consulting. Carmel, Indiana.
National telehealth
Consumer virtual care at scale
Owned the Marketing Cloud relationship for several of the largest consumer telehealth platforms in the United States, spanning lifecycle programs, patient engagement, and the operational reality of running marketing technology in a regulated environment.
Behavioral health
Clinical referral operations
Mapped intake, routing, and partner follow-up for a behavioral health provider scaling its referral model, then sequenced which parts should be automated first and which should wait for platform decisions.
AI-native companies
Go-to-market from zero
Advisory for teams building their business around AI: incubating the offer, shaping the brand, and building the motion that turns a technically strong product into something a buyer understands.
Enterprise platforms
Salesforce, Agentforce, and Claude
Strategy through hands-on configuration across CRM, Marketing Cloud, agent deployment, and enablement. Currently tracking Headless 360 and Claudeforce for clients making 2027 platform decisions.
Salesforce · Marketing Cloud · Agentforce · Claude · Claudeforce · Headless 360 · Agentic workflow architecture · AI enablement and training
Where this is going
Claudeforce changes the 2027 planning question.
Salesforce and Anthropic announced Claudeforce in August 2026, and it ships in Salesforce's Q2 FY27. Headless 360 arrived at TDX earlier this year. Together they mean the platform decisions companies make in the next two quarters will be locked in for years, and most of them are being made against assumptions that are already out of date.
Very few advisors sit in both the Salesforce world and the Anthropic world. That intersection is where most of my work is heading.
If your Salesforce renewal or your AI platform decision lands in the next twelve months, it is worth an hour before it is worth a contract.
Fit
This works well for some situations and badly for others.
A good fit
- You have decided AI is core to how you operate and need it to actually run
- You have systems and data worth migrating properly rather than starting over
- You want someone building alongside your team, not reporting from outside
- You are prepared to change how work gets done, not just add a tool
- You have a real decision in front of you with a date attached
Not a fit
- You are still deciding whether AI matters to your business
- You want a strategy document and a set of recommendations
- You need a contractor to fill a seat on an existing plan
- You want AI adopted without anything about the work changing
- You are shopping purely on hourly rate
Bring me the problem you have already decided to solve.
Thirty minutes. No deck. We work out whether there is something real here, and if there is not, I will say so.
Or email Matt@M3Consultingco.com directly.