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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Jeffrey Kushmerek

Nathan,
You can ping me as well. I have a ton of these from doing SOW's for the last 15 years

Nathan Byren

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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Tiffany Morin

@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.

[Deleted User]

@Jeff Breunsbach
@Annie Moncure

Andy Barton

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?

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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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