THE Delivery Masterclass for Salesforce Partners

I help Consulting Partners build High Performing Teams.

I Train

I train graduates and new hires into the CRM world – both in the Salesforce and Microsoft CE ecosystem to become World Class Consultants

I Coach

I coach aspiring Project Managers – both in-house and with Consulting Partners

I build great Consulting Teams.
With over 20 years of consulting experience, I help Salesforce and Microsoft partners build and develop their own high performing consulting teams.

I do that with the
Sheer Awesomeness of my Magnetic Presence and Winning Smile.
Also, Krispy Kremes.



Live Training Courses

Consulting Masterclasses

Foundation Delivery Masterclasses

There are some key principles to becoming an outstanding Consultant. The courses that are offered below focuses on the delivery skills required to be a client-facing, problem solving, solution designing consultant.

This is what you will need to get started.

Special Offer

Book all 5 modules to get 20% off the total price (£ 2460 instead of £3075 – a savings of £615!). Please Contact Us for more details and to reserve your spaces now!

CMC-101: The Consulting Engagement & Delivery
- end-to-end Consulting Engagement lifecycle
- Methodologies: Waterfall, Agile, Hybrid
- Consulting Project team roles & responsibilities
- Key activities during Consulting Projects
2 x 3hrs£495 + vat26- 27 July
6-7 Sept
1-2 Nov
CMC-102: Running & Facilitating Effective Workshops
- Facilitating skills & Meeting Dynamics
- Running Workshops
- Active Listening Skills
- Preparing for successful CRM Discovery workshops
3 x 3hrs£695 + vat28-30 July
8-10 Sept
3-5 Nov

CMC-103: Requirements Gathering - Critical Thinking, Process Mapping & Design
- Critical Thinking Techniques
- Approach to Problem Definition
- Fundamentals of process mapping
- mapping 'As-Is' Current states and 'To-Be' Future states
3 x 3hrs£695 + vat2-4 Aug
13-15 Sept
8-10 Nov
CMC-104: Requirements Gathering - The Art of Insightful Questioning
& Documenting User Stories

- Questioning Strategies for Consulting Workshops
- Drafting Design Documents
- Writing User stories & Acceptance Criteria
3 x 3hrs£695 + vat5-9 Aug
16-20 Sept
11-15 Nov
CMC-105: Delivering Powerful Solution Playbacks and Show & Tells
- Presentation skills focusing on Show & Tells
- Skills practice : Developing and presenting solution playback and Show & Tells
2 x 3hrs£495 + vat10-11 Aug
21-22 Sept
16-17 Nov

Advanced Delivery Masterclasses

CMC-106: Imperative Core Skills for Consultants
- Personal and Professional Values 
- Rules of Client Engagement: First Impressions
- Business and Work Ethics
- Professional Behaviour for the Consultant
2 x 3hrs£495 + vatTBC
CMC-107- High Performance Habits
- Running Effective Meetings
- Taking notes & Documentation
- Finding Flow
- Time Management
- Microsoft Office Productivity hacks
2 x 3hrs£495 + vatTBC
CMC-108 - Powerful & Effective Communication
- Understanding the Barriers to Communication
- Interpersonal & Non-Verbal Communication
- Organisation & Project Communication
2 x 3hrs£495 + vatTBC
CMC-109 - The Power & Politics in Managing Clients & Stakeholders
- Creating & Maintaining Client Relationships
- Effective Stakeholder management
- Understanding Power & Influence
2 x 3hrs£495 + vatTBC
CMC-110 - Successfully Managing Change, Resistance & Conflict
- Managing Change & Resistance
- Managing Conflict
- Conflict Management Process
2 x 3hrs£495 + vatTBC
CMC-111 - Working in High Performing Teams
- Coaching, giving & receiving feedback
- Foundation of Effective Team
- Working in High Performing Teams
- Interpersonal Relationships Skills (3.4 Effective Communications)
2 x 3hrs£495 + vatTBC
CMC-112 - Maintaining Security Compliance in Projects & Delivery
- Security & Secure Information handling
- GDPR & Data Privacy
- Security Compliance in Consulting Projects
1 x 3hrs£199 + vatTBC

CRM Customer Success Masterclasses

If you are wondering how to start implementing CRM Project internally, have a look at the masterclasses below. They will help you set up the project for success from the get-go.

CCSM-101: Ramping up the CRM Project
- Business Case
- Project Approval
- Executive Sponsorship
- Scoping the Project
- Solution Build or Buy
- Committing Resources - People & Technology
1 x 3 hrs£295 + vatTBC
CCSM-102: People & Politics
- Organisational Readiness
- Change Management
- User Engagement & Communication
- Politics - Who's the champion
- Data ownership
- Politics of System adoption
1 x 3 hrs£295 + vatTBC
CCSM-103: Planning for Success
- Business Goals: Critical Success Factors
- Reports / KPI
- Data - ownership, preparation
- Requirements & Business Processes
1 x 3 hrs£295 + vatTBC
CCSM-104: Implementing the Project
- Big Bang / Waterall
- Pilot / Prototyping / Proof of Concept
- Agile / Scrum
- Build & Development
- Testing
- Deployment
- Post Go-Live Support
1 x 3 hrs£295 + vatTBC
CCSM-105: Implementation Best Practices
- Universal Best Practices
- IT involvement & Engagement
- Marketing Department
- Sales Department
- Customer Support
1 x 3 hrs£295 + vatTBC

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