PATH ONE · BEFORE THE CONTRACT
Pre-sales
You are at the beginning of the game — before a project takes shape, before scope is defined, before the client signs. This is the stage where you decide whether to invest your time, and build the conditions to win. Your main tool is a conversation about value.
Where are you
Most consultants enter pre-sales with a solution already in mind, asking "what can I offer?" instead of "what problem does the client actually have?"
What makes it hard
Discoveries that lead to no decision, proposals without context, deals that never close.
M01On offer · 23–24 Oct
Value-Oriented Consulting Pre-Sales
The flagship pre-sales workshop: hypothesis-driven, value-oriented client conversations instead of product pitches. You leave with a discovery framework, an RPIAD and a control letter that drives the client's decision.
What you will learn
- How to run a discovery that surfaces the client's real problem
- How to build an RPIAD and control letter that lock in a decision
- How to run the full pre-sales cycle from first contact to signed contract
Who it is forExperienced consultants, sales engineers and independent advisors selling B2B services.
Not for you ifYou have no experience in client conversations yet. Start with the warm-up trainings in the delivery path instead.
Before you join: pre-sales experience welcome, and a real deal you are selling now.
See dates and price →
M4BIdea · awaiting demand
Value Stream Mapping in the Consulting Toolkit
Value stream mapping treated as a consulting tool rather than a diagram: when to use it, how to run it, how to read it, and how to sell it to the client. Two live case studies, one simple and one hard.
What you will learn
- When mapping is the right tool and when it is overkill
- How to run live mapping, and read eight patterns and six anti-patterns
- How to turn the map into a recommendation the client will buy
Who it is forExperienced consultants adding mapping to their pre-sales and delivery toolkit.
Not for you ifYou are junior, or you are after a mapping certification — that is a different product from a different provider.
Before you join: operational mapping experience, and a horizon of three to twelve months.
M07Idea · awaiting demand
Scoping Value-Oriented Consulting Projects
Statements of work and work breakdowns that protect against scope drift without killing the sale. Scoping from the value the client gets.
What you will learn
- How to write a statement of work in the client's language of value
- How to structure a work breakdown for delivery control, with a risk log from day zero
- How to negotiate scope so pre-sales leads into delivery rather than into war
Who it is forExperienced consultants, sales engineers and account managers working with strategic clients.
Not for you ifYou are junior and have no pre-sales context yet — M01 comes first.
Before you join: M01 or senior pre-sales experience, and a horizon of three to six months.
M08Idea · awaiting demand
Stream-oriented Account Management
Managing a strategic account as a value stream instead of chasing a quarterly target. How to play the long game with one client over twelve to twenty-four months.
What you will learn
- How to map an account as a value stream
- How to build a twelve to twenty-four month account development plan
- How to run quarterly and executive reviews that grow the account over time
Who it is forStrategic account managers, heads of account, and consultants with recurring clients.
Not for you ifYour sales are transactional. Nothing here applies to one-off deals.
Before you join: M07 or experience scoping strategic projects, and a horizon of three to nine months.
M09Idea · awaiting demand
Value-Oriented Requirements Gathering
Gathering requirements from the value they create rather than as a feature list. The bridge between business and IT for product teams where the two sides talk past each other.
What you will learn
- How to run a discovery grounded in business hypotheses
- How to tell a requirement from a fantasy, and teach the client to do the same
- How to document requirements so the delivery team delivers value
Who it is forProduct managers, product owners, solution architects and business analysts in product companies.
Not for you ifYou are on a purely engineering team with no business contact.
Before you join: a product role or equivalent, and a horizon of three to six months.
M11BIdea · awaiting demand
Digital Sovereignty Assessment Practitioner
A hands-on workshop for running a digital sovereignty audit with a client, step by step, using a playbook already tested with large clients. About launching the audit in practice.
What you will learn
- How to run an assessment from the first meeting to the final report
- How to use the playbook: checklists, templates, diagnostic questions
- How to gather evidence across IT layers and turn it into recommendations
Who it is forExperienced IT consultants and auditors who run these assessments commercially.
Not for you ifYou lead an organisation and have no audit experience — the strategy-level version at Caterpillar Garden fits better.
Before you join: IT audit experience, and a horizon of six to twelve months.