How One Partner Transformed Their Team

"Before the masterclass, our consultants were reactive to what clients said. Now they're leading clients through a journey and encouraging them to provide the answers we need to effectively consult."- Phil Cuming, Co-Founder & Commercial Director, Comnexa

Stop Being Seen as
"Just Another Salesforce Implementer"

Transform into a trusted advisor who commands respect, higher fees, and repeat business through battle-tested discovery skills that uncover what clients really need.

In 7 intensive sessions, master the discovery and stakeholder management skills that separate £400/day consultants from £1,200/day trusted advisors. No more hoping clients will tell you what they need—learn to guide them to the right solutions.

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Are These Frustrations Holding You Back?

🎭 Seen as Order-Taker, Not Advisor

Clients treat you like a technical resource rather than a strategic partner.

You're brought in to execute their ideas instead of being consulted on the best approach.

💰 Competing on Price, Not Value

You're stuck in price wars because clients don't understand your true worth.

Without proper discovery skills, you can't demonstrate the strategic value you bring.

🔄 Endless Scope Creep

Projects spiral out of control because requirements weren't properly discovered upfront.

You end up doing extra work for free whilst client satisfaction plummets.

😰 Imposter Syndrome in Client Meetings

You know Salesforce inside-out but struggle to facilitate workshops, manage difficult stakeholders, or ask the right questions to uncover real needs.

Master the Art of Salesforce Discovery

The only immersive programme that transforms technical Salesforce experts into confident consultants through scenario-based training and real-world practice

Run Masterful Workshops

Learn how to design and facilitate 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

"This Course Gave Me the Tools to Fill the Gap

"I had my understanding of how to do my role, but I was quite a long way away from where I needed to be. This masterclass gave me the tools and knowledge to fill that gap."

Axel Staal, Business Solutions Consultant, Comnexa

7 Intensive Sessions Designed for Real-World Application

Each 3-hour session combines theory with hands-on practice through role-plays,
workshops, and skills practice. Plus video modules and homework between sessions.

🎯SESSION 1: Consulting Engagement & Delivery

Understanding end-to-end consulting engagement lifecycle
Introduction to software consulting fundamentals
Discovery schedule and deliverables planning

🔍SESSION 2: Discovery & Requirements Gathering

Running effective discovery and requirements workshops
Active listening skills and question generation techniques
Workshop mechanics and facilitation

🗺️SESSION 3: Process Mapping & Analysis

Analyze current state business processes using diagrams
Critical thinking for understanding existing workflows
Envisioning future state improvements

👥SESSION 4: Advanced Workshop Facilitation

Managing group dynamics and stakeholder personalities
Handling resistance and difficult conversations
Building consensus and keeping workshops on track

✍️SESSION 5: User Stories & Solution Design

Writing compelling user stories that drive development
Translating requirements into actionable solution designs
Bringing clients on the journey through clear storytelling

🎤SESSION 6: Presentation Skills for Consultants

Preparing and delivering powerful consultant presentations
Show & tell techniques and solution playbacks
Tailored presentation skills for professional service providers

🚀SESSION 7: Final Project & Integration

Consolidating all learning through final team presentation
Delivering a complete show & tell with process maps and user stories
Peer feedback and real-world application planning

Who Is This Masterclass For?

🎯

Salesforce Consultants

You're technically strong but struggle with stakeholder management, requirements gathering, or positioning yourself as a strategic advisor rather than just an implementer.

📈

Solution Architects

You design great solutions but need to improve your discovery skills to uncover the real business needs behind technical requirements and build stronger client relationships.

🤝

Business Analysts

You understand process mapping but want to master the art of facilitating workshops, managing difficult stakeholders, and extracting requirements that lead to successful implementations.

🚀

Project Managers

You manage timelines and deliverables well, but need stronger discovery and stakeholder management skills to prevent scope creep and ensure project success from day one.

💼

Independent Consultants

You're building your practice and know that mastering discovery skills will differentiate you from competitors and help you command higher rates as a trusted advisor.

🌟

Aspiring Team Leads

You want to move into leadership roles where advanced facilitation and stakeholder management skills are essential for guiding both teams and client relationships.

Hear what Other Students Have to Say

Ready to Stop Taking Orders and Start Leading Clients to Better Solutions?

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.

Master Traditional Discovery Skills First, Then Accelerate with AI

Learn proven consulting fundamentals through hands-on practice, then discover how AI can enhance your documentation and analysis while maintaining the human insight clients trust."

Ready to Transform Your Consulting Career?

Join the consultants who've already made the leap from implementer to trusted advisor

Masterclass Details:

Limited to 15 participants per cohort for personalised coaching (so don't wait!)

Format: Live Online Sessions
Dates: Aug 28, Sept 4, 11, 18, 25, Oct 2, 9, 16
Investment: £2,499 (+Vat for UK Customers)

Sign me up now!

Meet your trainer: Pei Mun Lim

I'm Pei Mun Lim, I've worn almost every hat in software implementations and delivery!

But my real passion is teaching the human side of consulting - the stuff they don't cover in certification courses.

After writing three books and mentoring hundreds of consultants, I've learned that the best way to grow is through structured practice with someone who's already made all the painful mistakes. Let me save you some bruises!

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

Investment:
£2,499 +VAT for UK customers

That's £357 per session for skills that can increase your day rates by £400+)

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What's Included

✅4 intensive weeks of live training (7 sessions total)
✅Personalised feedback on your facilitation style
✅Role-play scenarios with real-world complexity
✅Complete template and framework library
✅Lifetime access to session recordings