be well consulting

What be well consulting does

Be Well Consulting is a boutique Salesforce consulting firm headquartered in Seattle, Washington, founded by Chris Tugwell. The firm specializes in delivering custom Salesforce solutions to nonprofit organizations, concentrating exclusively on this under-served vertical rather than competing across the broader Salesforce partner ecosystem. The core offering is direct project-based consulting, structured around a proprietary four-phase delivery methodology (Discover, Design, Deploy, Sustain) that scopes, customizes, implements, and supports Salesforce environments tailored to nonprofit operational needs. The company does not build proprietary software, native applications, or APIs; its digital presence is limited to a Squarespace website, and its delivery is fundamentally hands-on configuration and advisory work.

Be Well Consulting operates as a 1-10 employee, founder-led professional services practice with no external funding, no formal partnerships, and no patents. The customer base comprises 24+ named small and medium-sized nonprofit organizations spanning diverse sub-verticals including education, housing, labor, youth services, faith-based organizations, and social services. Engagement pricing is almost certainly quote-based per project rather than tiered product pricing, given the bespoke nature of each deployment. The firm's go-to-market is relationship-driven, anchored by the founder's approximately 20 years of nonprofit domain experience.

The business model is therefore a classic small consultancy: founder's time and a small team bill against discrete Salesforce implementation projects, with no recurring SaaS revenue, no productized assets, and no managed-service contract structure visible from the available information. The principal strategic question is whether the firm can scale beyond founder dependency, expand geographically outside the Pacific Northwest, or productize any portion of its methodology into a more durable revenue stream.

Name

be well consulting

Legal name

Be Well Consulting

Website

https://bewellconsulting.org

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Be Well Consulting is a Seattle-based boutique Salesforce consulting firm founded by Chris Tugwell that delivers custom Salesforce implementations exclusively to small and medium-sized nonprofit organizations using a four-phase Discover, Design, Deploy, Sustain methodology.

Ownership category

akta.pro rank

Product category

Salesforce Consulting Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Digital Workplace & Collaboration Consulting (BPAHAEAH)

akta.pro secondary industry

Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Salesforce consulting
• CRM implementation
• Nonprofit technology services
• Custom Salesforce solutions
• CRM data migration

Headquarters

HQ city

Renton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Salesforce Implementation Consulting: Custom Salesforce consulting services including discovery, design, deployment, and ongoing sustain support. The engagement model follows a structured process: learning organizational processes, tailoring Salesforce instances, implementing customization, and providing continued support and optimization services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Be Well Consulting provides custom Salesforce consulting, implementation, data migration, training, and ongoing support services for mission-driven nonprofit clients. Engagements follow a four-phase methodology—Discover (process assessment and planning), Design (tailored Salesforce customization), Deploy (implementation, migration, and training), and Sustain (ongoing unlimited how-to support and optimization). The firm is headquartered in Seattle and serves clients across the U.S. nonprofit sector.

Product overview

Be Well Consulting is a consulting services firm that specializes in custom Salesforce solutions for mission-driven nonprofit organizations. Their single core offering is Custom Salesforce Solutions, which encompasses consulting across the entire implementation lifecycle: Discover (process assessment and planning), Design (customization to organizational needs), Deploy (implementation, data migration, and training), and Sustain (ongoing support, optimization, and unlimited how-to support). The offering includes specific capabilities such as robust reporting for funders, volunteer management, streamlined communications via database integration, and task automation. There are no separate modular products—all services are delivered as part of the unified Custom Salesforce Solutions engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom Salesforce Solutions End-to-end custom Salesforce consulting and implementation service for mission-driven organizations. Covers process discovery, system design, configuration, data migration, training, and ongoing sustain support, delivered as a unified engagement rather than separate modular products.
• Sustain Support Plans Ongoing post-implementation Salesforce support and optimization service providing unlimited how-to support, resources, guidance, and long-term system enhancement for mission-driven clients after deployment.

Quantifiable outcome

• Time savings through workflow automation allowing staff to focus on mission-critical work

Named customers25 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Recent moves3 records

Expansion highlights1 record

Direct peers

• Cloud for Good: Boutique consultancy exclusively focused on Salesforce implementations for nonprofits and higher education. Directly comparable to Be Well Consulting in offering, target customer, and delivery model.
• RoundCorner: Specialist nonprofit CRM consultancy and Salesforce ISV partner. Comparable to Be Well Consulting as a vertical-specialized Salesforce consulting firm serving mission-driven organizations.
• KELL Partners: Boutique consultancy specializing in Salesforce solutions for nonprofits and member-based organizations. Closely comparable to Be Well Consulting in vertical focus, boutique delivery model, and nonprofit workflow specialization.

Broad incumbents

• Silverline: Salesforce-focused consultancy delivering implementation, integration, and managed services across multiple verticals. Comparable Salesforce delivery capability but at broader scale than Be Well Consulting.
• Slalom: Large North American consulting firm with a substantial Salesforce practice serving nonprofits and Fortune 500 clients. Comparable in Salesforce delivery capability but at far greater scale and broader sector coverage.
• Deloitte Digital: Global consulting firm's digital arm with an extensive Salesforce implementation practice. Comparable in CRM transformation delivery but with much broader portfolio and enterprise client base.
• Accenture Salesforce Business Group: Global systems integrator with a large Salesforce practice serving enterprise and large nonprofit clients. Comparable Salesforce delivery capability but operating at vastly greater scale and broader scope.
• Simplus: Salesforce consulting and managed services firm (now part of Infosys) covering multiple verticals. Comparable in Salesforce implementation and support offerings but with much larger delivery footprint.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/bewellconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about be well consulting