Consulting Discovery with AI Masterclass
Salesforce Project Delivery for Beginners
Unlock your Consulting potential in just seven sessions.
Sign UpAre you ready to use AI to help you be a better consultant?
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.
Now with added AI - ‘How to create process maps with AI and how to create strong user stories with AI’
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
What you will learn:
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
Join us today and embark on the path to a brighter future in consulting
Only £2,499
(+VAT for UK customers)
Sign Up NowMeet 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
Masterclasses 2025
Who is this for? For Salesforce Partners or consultants signing up for your team.
Time commitment: You'll attend seven Zoom sessions with Pei on the selected dates below. Between the live sessions there will be instructional videos as well as group coursework.
Spring
April 10, 17, 24 / May 1, 8, 15, 22
Summer
N/A
Fall
September 4, 11, 18, 25 / October 2, 9
Winter
N/A
