Consulting Discovery with AI Masterclass

Salesforce Project Delivery for Beginners.

Unlock your Consulting Potential in just seven sessions.

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Course Overview

Session 1

Consulting Engagement & Delivery

Introduces the consulting engagement process, key stakeholders, project delivery methodologies, and roles within the project team.

Session 2

Running Effective Workshops

Focuses on conducting successful discovery and requirements gathering workshops, including active listening and question generation.

Session 3

Critical Thinking & Process Mapping Part 1

Delves into process mapping, critical thinking for analyzing current business processes, and envisioning future improvements.

Session 4

Critical Thinking & Process Mapping Part 2

Delves into process mapping, critical thinking for analyzing current business processes, and envisioning future improvements.

Session 5

Documenting Requirements

Teaches how to document requirements effectively, including writing design documents, user stories, and acceptance criteria.

Session 6

Delivering Presentations and Show & Tells

Tailored for consultants, this session improves presentation skills for various professional scenarios.

Session 7

Final presentation 

Consolidates learning with a final presentation encompassing user stories, process maps, and presentation skills.

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

 

Only £2,499

(+VAT for UK customers) 
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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