Consulting Agreement SOW

Tiffany Morin

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

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...

1. 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) ?
2. Will it be attached to a Subscription sale? New Business or Expansion?
3. What is the typical size of deal currently ?
4. How technical is the product/service? e.g. does it need integration?
5. 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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Jay Nathan

@Jeff Breunsbach
@Annie Moncure

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.

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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Jeffrey Kushmerek

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