Secrets to Building a Salesforce Consultancy + TEMPLATE PACK

Exclusive access to the only book ever written on founding, and building 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 4 years.
  • Includes consultancy templates to save you time and money in founding your own Consultancy.
  •  Legal Templates also included (US & UK NDA’s + International Consultancy Agreement) 

Get an Unfair Advantage

Why is this book and template pack so valuable? Hear from Ben about his personal journey…

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Basic

Book & Templates

Premium

Email Support Included

Ultimate

1-1 Video Consultation

Pricing

One-Off Fee & 1 year access to Templates

$299.99

$399.99

$599.99

Features

Secrets of Building a Salesforce Consultancy Book

5 Comprehensive Consultancy Templates

Legal Templates

30 Days Email Support

1-1 Video Consultation

Choose your plan

Get unlimited access

Basic

Book & Templates

Pricing

subscription fee

299.99 USD

Features

Secrets of Building a Salesforce Consultancy Book

5 Comprehensive Consultancy Templates

Legal Templates (Coming soon)

Email Support

1-1 Video call Consultation

Premium

Email Support Included

Pricing

subscription fee

399.99 USD

Features

Secrets of Building a Salesforce Consultancy Book

5 Comprehensive Consultancy Templates

Legal Templates (Coming soon)

Email Support

1-1 Video call Consultation

Ultimate

1-1 Video Consultation

Pricing

subscription fee

499.99 USD

Features

Secrets of Building a Salesforce Consultancy Book

5 Comprehensive Consultancy Templates

Legal Templates (Coming soon)

Email Support

1-1 Video call Consultation

Want to start your own Salesforce Consultancy?

Salesforce Consulting is big business, with the demand increasing for skilled professionals as the Salesforce ecosystem grows. 

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 of Building a Salesforce Consultancy Book

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.

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.

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.

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.

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

How do I access the materials?

After signing up, you will be provided with login access to the members section of SalesforceBen.com. Here you will be able to download the book PDF, as well as all the templates.

Who is this book & template pack aimed at?

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.

Who is Ben McCarthy?

Ben is the founder of SalesforceBen,com and has been working in the Salesforce ecosystem since 2012. He has put together this book based on his experience of building a Salesforce Consultancy from scratch, to $2.5M in revenue in only 4 years.

How does the email support work?

If you purchase the Premium or Ultimate packages, you will also be provided with email support. This provides you with 1 months worth of Email support from Ben McCarthy. You can use this support to ask questions, get feedback, or general advice.

How long do I have access to the materials for?

Once downloaded, you will have access to the current materials forever. However, access to the site will be provided for 1 year.

How does the video consultation work?

If you purchase the Ultimate package, you will also be provided with a video consultation with Ben McCarthy. This 1-hour session can be used as you see fit, to help you accelerate your journey.

Are the legal templates legit?

Yes! We have partnerd with accountancy and international legal firm, MushroomBiz