Consulting Agreement SOW
Tiffany Morin
Member Posts: 20 Thought Leader

Hello-
I recently accepted a consulting position to help a start-up start their Customer Success department from scratch. This is my 3rd time now taking on this exercise. I have templates I've used in the past for SOW-type work. Does anyone have others worth sharing? I'd love to compare notes and best practices!
thank,
Tiffany
I recently accepted a consulting position to help a start-up start their Customer Success department from scratch. This is my 3rd time now taking on this exercise. I have templates I've used in the past for SOW-type work. Does anyone have others worth sharing? I'd love to compare notes and best practices!
thank,
Tiffany
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Comments
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Hey @Tiffany Morin,
I have a lot of them, and to share a suitable one, I need a little more info... e.g. the wrong SOW can damage the CS/PSO image internally (in the eyes of sales) as well as cause unneeded redlining by a customer. However, depending on the needs, they can be super simple. If you couple of questions (answer generally if the info is sensitive) I can share more thoughts and examples...- Will you charge (may sound like a stupid question, but sometimes its ok to give free services or services packages but you must set limitations of delivery. (this can be called a scope statement as well) ?
- Will it be attached to a Subscription sale? New Business or Expansion?
- What is the typical size of deal currently ?
- How technical is the product/service? e.g. does it need integration?
- How intuitive is the product?
Andy Barton
CX Exec
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Original Message:
Sent: 09-18-2020 20:55
From: Tiffany Morin
Subject: Consulting Agreement SOW
Hello-
I recently accepted a consulting position to help a start-up start their Customer Success department from scratch. This is my 3rd time now taking on this exercise. I have templates I've used in the past for SOW-type work. Does anyone have others worth sharing? I'd love to compare notes and best practices!
thank,
Tiffany
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Tiffany Morin
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@Andy Barton Great questions. This is an SOW for a consulting project. Not client-facing in the traditional sense. Generally for these projects, I create a project plan with milestones and get that signed off by the exec team. This ensures the consulting project is a success. There is a lot of cross-over; however, with SOW for clients; however, that sales or CS would create.0
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Hi Tiffany,
This is actually something I'm about to start doing. I'm aiming to get started with friends' businesses as a bit of a soft launch.
I'd be especially interested to see your templates if you're open to sharing them with a newbie aspiring CS professional?
Nathan
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Nathan Byren
+27825638614
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Original Message:
Sent: 09-18-2020 20:55
From: Tiffany Morin
Subject: Consulting Agreement SOW
Hello-
I recently accepted a consulting position to help a start-up start their Customer Success department from scratch. This is my 3rd time now taking on this exercise. I have templates I've used in the past for SOW-type work. Does anyone have others worth sharing? I'd love to compare notes and best practices!
thank,
Tiffany
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Tiffany Morin
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Nathan,
You can ping me as well. I have a ton of these from doing SOW's for the last 15 years0
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