We start with a 30-minute discovery call (Complimentary!! NOT BILLED):
- Quick review of Current Quoting Process
- Outline/discuss project goals
Deliverables from Discovery:
- 1-page Snapshot Report that includes:
- 3 immediate opportunities for improvement
- Any high-priority risks to fix
- Our “Quick Win” recommendations
- Deep-Dive CPQ Audit
- Review of product structure, pricing rules, approval processes, quote templates, and quote flows
- Quick Fix Implementation
- 1–2 critical improvements (e.g., automate approvals, streamline bundles, fix errors)
- Future-State Roadmap
- Solution Design document with top 5 improvement areas prioritized by impact
- Live Handoff Session
- 1-hour walkthrough with stakeholders
Estimated Timeline: 2 weeks from Discovery to Handoff Session
I’m more than excited to help you get the most out of your CPQ instance, after all making the system work for you and maximizing your investments in Salesforce is our specialty and primary focus!