Consulting Discovery Masterclass
Salesforce Project Delivery for Beginners – Unlock your Consulting Potential in just 7 sessions!
Register nowAre 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.
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
Learn to design and facilitate 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
Introduction & Active Listening
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Live Call
Tasks before Session 2
Session 2
Questioning skills & Active Listening
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Live Call
Tasks before Session 3
Session 3
Process Mapping Part 1
(insert intro)
Live Call
Tasks before Session 4
Session 4
Process Mapping Part 2
(insert intro)
Live Call
Tasks before Session 5
Session 5
Documenting Requirements
(insert intro)
Live Call
Tasks before Session 6
Session 6
Delivering Powerful Show & Tells Part 1
(insert intro)
Live Call
Tasks before Session 7
Session 7
Delivering Powerful Show & Tells Part 2
(insert intro)
Live Call
Final Close Out
Join us today and take the first step toward a brighter consulting future
$2499 per person (+VAT for UK customers)
Are you a Zenhao Academy member? Log in here to access our discounted member rate.
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
"I think that Pei is a fantastic trainer. And one of the proofs of that is that I still have her voice in my head after all of this time in certain situations.
My favorite part during the Masterclass was when we got to do all of the role plays, and actually come up with the things that we were talking through about the concepts. I think that I have been really positively influenced and I am still being positively influenced by Pei to this day and it's almost been a year after my MasterClass."
Michaela Janikovicova
Salesforce Admin at Pod Point
"Pei is a masterful facilitator - one of the best I have ever been fortuitous enough to witness and learn from. The consulting profession, by it’s nature, is a human-centered endeavor. Getting to the root of people’s needs, fears, and wants can be a daunting task for even the most seasoned Salesforce professional. However, Pei’s Zenhao Academy provides the tangible tools, resources, and experiences to navigate this space with tact and empathy. Joining the Zenhao Academy has not only pushed me to be a better consultant, but a better human."
Alex Warneke
Salesforce Consultant
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
March 4, 5, 11, 12, 18 & 19
Summer
May 13, 14, 20, 21, 27 & 28
Fall
Aug 26, 27, Sept 2, 3, 9, 10
Winter
Nov 4, 5, 11, 12, 18, 19
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
March 4, 5, 11, 12, 18 & 19
Summer
May 13, 14, 20, 21, 27 & 28
Fall
Aug 26, 27, Sept 2, 3, 9, 10
Winter
Nov 4, 5, 11, 12, 18, 19
