Consulting Discovery Masterclass

Salesforce Project Delivery for Beginners – Unlock your Consulting Potential in just 7 sessions!

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Are you ready to embark on a new role and lead implementations for real customers?

Successful project implementation involves more than just software. Exceptional consultants engage with customers at every stage, delivering solutions that precisely meet their unique needs. Join our Masterclass, and we will empower you to transition from being a certified Salesforce user to becoming a confident consultant capable of leading implementations for real customers.

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How it works:

Live Calls

Engage with Pei and network with peers in a safe space for discussion and collaborative learning

Digital Modules

Get lifetime access to 9.5 hours of online videos designed to help you understand the fundamentals of consulting work

Hands On Projects

Immerse yourself in roleplays simulating real-life client situations and complete practical exercises

You will learn how to:

Run Masterful Workshops

Master the art of designing and facilitating highly productive workshops for effective requirements gathering and stakeholder alignment

Ask Insightful Questions

Develop the art of asking insightful and valuable questions to uncover clients' true needs and challenges

Manage Projects

Acquire project management skills to ensure successful execution of Salesforce projects, from initiation to completion

Take the Client on a Journey

Engage your clients by guiding them through compelling user stories and engaging solution playbacks

Course Overview

Session 1

Consulting Engagement & Delivery

Introduces the consulting engagement process, key stakeholders, project delivery methodologies, and roles within the project team.

Session 2

Running Effective Workshops

Focuses on conducting successful discovery and requirements gathering workshops, including active listening and question generation.

Session 3

Critical Thinking & Process Mapping Part 1

Delves into process mapping, critical thinking for analyzing current business processes, and envisioning future improvements.

Session 4

Critical Thinking & Process Mapping Part 2

Delves into process mapping, critical thinking for analyzing current business processes, and envisioning future improvements.

Session 5

Documenting Requirements

Teaches how to document requirements effectively, including writing design documents, user stories, and acceptance criteria.

Session 6

Delivering Presentations and Show & Tells

Tailored for consultants, this session improves presentation skills for various professional scenarios.

Session 7

Final presentation 

Consolidates learning with a final presentation encompassing user stories, process maps, and presentation skills.

Join us today and embark on the path to a brighter future in consulting

 

£2,499 per person

(+VAT for UK customers) 
Get started today

Meet your trainer

Pei has been a systems engineer, DBA, CRM Business Analyst, Functional Consultant, QA Manager, and Project/Programme Manager. At heart though, she is a Mentor, a Coach and a Teacher, and loves to share her learnings and experience with others to become outstanding consultants.

Hear what others have to say

This is the most concise compilation of soft skill lessons I've seen. Pei's bite-sized videos are perfect to watch in any free moment. Anyone starting a new career as a new consultant needs to watch these.

Anita Smith

Pei is a fantastic trainer. Even after a year, I still hear her voice guiding me in certain situations. The role plays in the Masterclass were my favourite. Pei's positive influence continues to impact me to this day.

Michaela Janikovicova

Upcoming Cohorts for 2024

Weekend Sessions

Who is this for? For those preparing for a new career while working in another role or juggling other responsibilities

Time commitment: You'll attend 7 Zoom sessions with Pei on the selected dates below from 2:00 PM to 5:00 PM (GST). To enhance your learning, allow 2-4 hours in between each session to watch your e-learning modules and complete activities.

Spring 

Closed

Summer

Closed

Fall

Closed

Winter 

Sept 7, 14, 21 and 28; Oct 5, 12, and 19

Register

Weekday Sessions

Who is this for? For Salesforce Partners or consultants signing up for your team.

Time commitment: You'll attend 7 Zoom sessions with Pei on the selected dates below.

Spring 

Closed

Summer

Closed

Fall

Closed

Winter 

(Updated Dates)

Nov 11, 14, 18, 21, 25, 28 and Dec 5

Register