Strategic Discover and Design for Salesforce Partners
Three Ways to Results
Discovery + Design Intensive + Guardrails
You have a sense of what you want to build — but ‘a sense’ isn’t enough to act on with confidence, and the day-to-day demands of client work keep pulling you back before you can make it solid. Discovery + Design Intensive + Guardrails starts with a focused 2-day strategic planning process that turns that vague ambition into a specific, honest picture of where you are, where you want to go, and what has to be true to get there.
This offer pairs your 2-day design-a-thon process with 9 months of guardrails — a meeting framework to use with your team to stay on track, methodology for having productive discussions when expectations are not met, and a thought partner for adjusting tactics while staying true to the vision. Think of it as protection against your own busyness, and against the slow scope creep that pulls ambitious consultants away from what they actually want to create
✓ Facilitated strategic planning with your team.
✓ Team meetings, check-in and performance review processes to build momentum.
✓ On-going support for a year to keep you and your team on track.
✓ After the strategic plan is created, participate as little or as much as you need.
Discovery + Design Intensive
For firms at an inflection point who are ready to move fast once they have the plan. The Discovery + Design Intensive is a focused 2-day design-a-thon that gives you a specific, honest picture of where you are, where you want to go, and what has to be true to get there. You leave with a plan that is yours — built on Robert Fritz’s structural approach to creative tension, not wishful thinking. Execution is up to you, but you won’t be guessing at the direction.
✓ Facilitated strategic planning.
✓ Everyone clear on current reality, and desired future state.
✓ Responsibilities assigned with due dates and clear, measurable outcomes.
The Pond Test
Most consultants avoid narrowing their focus because they’re afraid of starving — if I only serve this type of client, will there be enough of them? The Pond Test is a discovery tool to go from vague guesses to a first solid estimate. This AI-powered prompt walks you through a Fermi estimate of exactly how many businesses matching your best current clients actually exist in your market. A sober first data point that can be matched with your professional knowledge to test where you want to put your firm’s attention.
✓ Use in ChatGPT
✓ Free with your email
FAQ
“What results can I expect?“
You and your team will create your plan, with my guidance. If you don’t think that you can get a 10x ROI if your team meets their goals, we shouldn’t be working together.
On the human side, people tend to feel more in control while being less in the weeds. Working relationships improve. There is more room to be creative with “how” because everyone knows “what” and “why.”
“What does the support actually look like?“
You get a full year of hands-on guidance. The “head knowledge” part is learning and practicing how to have performance conversations, and hold structured team meetings and performance reviews. The hands on part is actually having performance conversations, doing the strategic planning, and keeping your team on track. I’m available through training times, office hours and an online forum.
“How much of my time does this require?
As much or as little as you need. Once your strategic plan is in place, you’re in control. Step in when you want to, step back when you don’t. If your team sails along with the plan, great! If you want to troubleshoot a situation before addressing it with your team, I’m here for you.