SECRETS TO BUILDING A SALESFORCE CONSULTANCY + TEMPLATE PACK
Exclusive access to the only book ever written on
founding, building, and growing a Salesforce Consultancy.
Secrets to Building a
Salesforce Consultancy:
- The only book written about founding a Salesforce Consultancy.
- Everything you need to found and grow a Salesforce Consulting business.
- Includes chapters on Go To Market Strategy, Salesforce Alliances, Services, Pre-Sales, Sales, Marketing, Operations, and Culture.
- Learn from my journey of growing a Consultancy from $0 to $2,500,000 in annual revenue in only four years.
- Includes five consultancy templates to save you time and money in founding your own Consultancy.
- Legal Templates also included (US & UK NDAs + International Consultancy Agreement).
Get an Unfair Advantage
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Basic
Book & Templates
Pricing
One-Off Fee & 1 Year
Access To Templates
$99.99
Features
Secrets Of Building A Salesforce Consultancy Book
5 Comprehensive Consultancy Templates
Legal Templates
30 Days Email Support
1-1 Video Consultation
Premium
Email Support Included
Pricing
One-Off Fee & 1 Year
Access To Templates
$299.99
Features
Secrets Of Building A Salesforce Consultancy Book
5 Comprehensive Consultancy Templates
Legal Templates
30 Days Email Support
1-1 Video Consultation
Ultimate
1-1 Video Consultation
Pricing
One-Off Fee & 1 Year
Access To Templates
$499.99
Features
Secrets Of Building A Salesforce Consultancy Book
5 Comprehensive Consultancy Templates
Legal Templates
30 Days Email Support
1-1 Video Consultation
Standard Pricing
One-Off Fee & 1-Year
Access To Templates
$74.25
$299.99
$499.99
Features
Secrets to Building a Salesforce Consultancy Book
5 Comprehensive Consultancy Templates
Legal Templates
30 Days’ Email Support
1-1 Video Consultation
Want to start your own Salesforce Consultancy?
Starting a Salesforce Consultancy is a logical step for a lot of professionls or freelancers who want to take their career to the next level and found their own business.
I’ve written this book, and created this support package to inspire the next generation of entrepreneurs after founding my own consultancy and growing it to revenues of $2,500,000.
What’s Included?
SECRETS TO BUILDING A SALESFORCE CONSULTANCY BOOK
- A 75-page book covering all you need to know about setting up and growing a Salesforce Consultancy.
- The book covers the commercial side of the business, including your Go To Market strategy, how to work alongside Salesforce to build great relationships, as well as the type of services you should sell.
STATEMENT OF WORK TEMPLATE
- We have also included a Statement of Work template, to help you on your way to writing fantastic. customer proposals
- Statement of Works of SoW’s, are a fundamental part of starting a Salesforce Consultancy. You must learn to write comprehensive, visually appealing documents that explain the scope of a project to a customer.
- With this template, you won’t need to worry about creating one from scratch. Based on years of experience, we’ve crafted a template that has all the elements you need to impress your customers.
SERVICE & SALES CLOUD WORKSHOP TEMPLATES
- Included alongside the book are template to support you in your journey to build and grow a Salesforce Consultancy
- Two of the most powerful templates included are the Sales Cloud & Service Cloud Workshop templates
- These 20+ slide presentations are designed to support you through a client workshop in order to effectively gather all requirements related to a Sales or Service related implementation.
- The Sales Cloud workshop takes you through all stages of an implementation from capturing a Lead, through to closing an Opportunity
- The Service Cloud workshop takes you through all stages of an implementation from capturing a customer Case, through to closing it.
OPTIONAL SUPPORT
- With our Premium & Ultimate packages, consultation support is included to ensure you have everything you need.
- This support is provided by Ben McCarthy
- The consultation can be used for any questions regarding setting up a Salesforce consultancy, to get feedback on any documentation or processes, or just for general advice.
- Email support is capped at a total of 30 minutes, and the video call can last a total of 1 hour.
SALES & SERVICE QUICK START TEMPLATES
- As you will learn in the book, Quick Starts are a fantastic way to build a reputation when you are just getting started.
- They provide a templated way to build trust with customers, as well as Salesforce Account Executives.
- We’ve included two templates for Sales & Service Cloud to give you an idea of how to structure your quick starts. These are based on 100’s of proposals that have been sent out to real customers.
COMPANY PRESENTATION TEMPLATE
- In addition, you will also receive a template to create your company overview presentation.
- Save time and money with this 11 page template, specifically designed with a Salesforce Consultancy in mind.
- Simply switch out the template text and images and you will have a professional looking company presentation in no time!
LEGAL TEMPLATES - NDA & CONSULTANCY AGREEMENT
- We've partnered with MushroomBiz to provide fully vetted legal templates
- You will recieve UK & US NDA templates to ensure your clients can share information freely with you.
- You will also receive an International consultancy agreement to get projects kicked off ASAP.
Frequently Asked Questions
After signing up, you will be given access to our portal where you can download all the materials.
Ben McCarthy is the founder of SalesforceBen.com and a Salesforce MVP, with 10 years' experience in the Salesforce ecosystem. This includes four years of founding and running his own consultancy.
Access to the materials will be available for one year from purchase. However, you are free to download all materials on Day 1 to ensure you don't miss out on anything.
We have partnered with MushroomBiz, an accredited global accounting and legal firm.
These documents have been produced by them, and therefore have been fully vetted.
This book has been written for anyone who wants to create a Salesforce Consultancy. You might have big ambitions to create a multi-million dollar enterprise, or be happy with a few clients. Either way, this book gives you the inside scoop into a world that has been previously undocumented.
Yes! Whilst Ben grew his consultancy in the UK, the principles in the book can be applied wherever in the world you are based.
In addition, the templates are also non-country specific (apart from the US & UK NDA).
For those who would like a customised experience, the video consultation in the Ultimate package includes a 1-1, hour-long session with Ben McCarthy.
This can be used to ask questions, review documents, or just get advice.
The email support that is included in the Premium & Ultimate packages, is designed to give you access to Ben to ask questions, review documents, or ask for advice.
