TrailConsult is bringing back the BossNotes series.

TrailConsult builds AI agents grounded in your data. We design agent workflows, engineer the data behind them, and make analytics conversational. Salesforce, Anthropic, Google Cloud and Tableau, delivered by a team that stays until the numbers move. Toronto based, with delivery teams across North America, EMEA and Sub-Saharan Africa. Salesforce Agentforce Partner of the Year FY26. 4.75 average CSAT across 70+ engagements. What we do Agent Workflows (Agentforce, Claude, MCP). Agent workflows across your value chain. How you find clients, win them and keep them, across every channel you sell and serve through. Data Engineering (BigQuery, Data Cloud, dbt). Ingestion, processing and the modelled layer underneath everything else. Bronze, silver and gold tables with a semantic layer your teams can trust. Conversational Analytics (Tableau Next, MCP, BigQuery). Ask your data a question. Get an answer you can defend. How we deliver Accelerate. Pre-built accelerators from past engagements, so you start from a baseline rather than from scratch. Frame. A strategy and execution roadmap that reduces implementation risk and gives cost certainty. Construct. Implementation priced on outcomes, not products delivered. Elevate. Strategic managed services and forward deployed engineers working inside your team. Who we work with High tech and entertainment, wealth & asset managers, private equity, manufacturing, media, professional services, legal, non-profit, energy, Hospitality For private equity, we work the full deal lifecycle. Testing the thesis against the asset's own records in diligence, running carve-outs and integrations on a single framework, and building portfolio value toward a clean exit. Proof beats promises. Thirty minutes, no deck. Bring the messiest thing on your desk. trailconsult.com | info@trailconsult.com

Founded 2024