2024 - Consulting Discovery Masterclass
Become a highly effective Salesforce Consultant
Take control of projects like a pro, and deliver quality implementations with confidence.
2024 dates
Zoom sessions: 2-3.30pm UK Time
Spring (Feb 27, Mar 2, 6, 9, 13, 16)
Summer (April 29, May 2, 6, 9, 13, 20, 29)
Overview
A successful implementation involves more than just software. Outstanding consultants engage the customer at every stage, delivering a product that meets their unique requirements.
This Masterclass take participants from competent Salesforce users to confident consultants, able to lead implementations for real customers.
Candidates learn how to:
Run Masterful Workshops
Prepare and run successful workshops and meetings, and really listen to what is said (and not said)
Ask Artful Questions
Ask insightful questions and think critically about the responses to fully define the client’s requirements
Keep Projects on track
Manage expectations, keep projects and implementations on track, from Discovery to Handover
Take the Client on a Journey
Bring the client on the journey with them through
compelling user stories
and
solution playbacks.
Who is it for?
Salesforce Partners - if you
- want your new Salesforce recruits to be immediately billable within 3 weeks of hiring
- want to level up your team in their Consulting and Discovery skills
Salesforce Consultants - if you want to
- level up your Consulting ability
- roleplay scenarios so that you can learn how to navigate situations in a safe space
... then get your company to sign you up for the Masterclass!
How does it work?
Live calls give candidates a chance to practice their skills and ask questions. Participants learn core consulting skills that they can combine with their Salesforce knowledge to run implementations in the real world.
Many candidates say the role plays are their favourite parts of the course. The masterclass provides a safe space to practice dealing with a range of situations and personalities, so participants feel prepared for any dilemma presented by real clients.
To run roles plays and skills practice effectively, at least four delegates need to sign up.
Between each live call, video learning modules introduce new concepts and reinforce the training. Homework questions provide a chance to prepare for skills practice on the live calls.
All sessions are delivered remotely, using Zoom.
Time Commitment
There will be 6 zoom sessions (lasting 3 hours) spread across 3 weeks with homework that includes watching eLearning videos and complete exercises and questions.
Cost
$3000 (UK customers please DM for a VAT invoice)
Session 1: Consulting Engagement & Delivery
Session 2: Running Effective Workshops
Session 3: Critical Thinking & Process Mapping
Session 4: Documenting Requirements
Session 5: Delivering Presentations & Show & Tells
Session 6: Final Presentation
Hear what others have to say...
I promise I didn't pay them one single penny! Or 🍩! Honest! 😁
"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."
Testimonial
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."
Testimonial
Alex Warneke - Salesforce Consultant
"Being a consultant is not easy. Delivering a Salesforce implementation for an enterprise has a high level of difficulty. Salesforce offers a great deal of training material, and you can get a lot of trailhead badges. Which is great but not enough to be good at it in real life. What's it like to be in a real-life implementation? Well, it's kind of being in a ninja war.
Imagine there are several ninja schools, and these schools are going to battle from time to time. They need fighters, they promote their school. You watch these experienced, black belt ninjas and you want to join. In no time you'll be at that level. Enthusiastically you sign the contract, you are a ninja.
On the first day you dress and fence a bit with your new sword. You feel invincible, you made it. Next day you are shipped to the battle zone. Everybody screams, its chaos, blood, people going down everywhere. You freeze, you don't know what to do. Your leader screams at you "let's go, let's go". There are only 2 options: flight or fight. Maybe you'll live another day.
Salesforce partners are like ninja schools and some of them just throw you in a battle without preparation. But there are there some skills warriors that knows the battlefield and wants to teach others - experienced or not. So, they can be better, to reach black belt in consultancy. Zenhao Academy is that place where you get prepared with real life scenarios and lessons.
You'll want to fight when needed, you'll be better equipped in doing so. Pei is a great teacher, and she offers a unique training framework. If you want to be a better consultant and human being, take the training, you won't regret it! #zenhao, #ninja, #saconja, #salesforce."
Testimonial
Cristian Cocioban - Salesforce Architect
Consulting Discovery Masterclass dates
for 2024 are out
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