Consultant Toolkit
Stop rebuilding the same client-facing documents from scratch on every engagement.
The OVDigital Consultant Toolkit gives Salesforce consultants a complete, professionally branded set of 15 templates covering the entire client delivery lifecycle — from discovery questionnaire through to hypercare handover.
What's Included
Implementation Guide
Best Practice Framework
Configuration Workbook
Test Plan
Training Plan Template
Go-Live Checklist
Client Discovery Questionnaire
Org Health Check & Assessment Template
Change Management & Adoption Plan
Post-Go-Live Support (Hypercare) Plan
Issue & Risk Tracker (Excel)
Client Time & Effort Tracker (Excel)
Client Satisfaction Survey & Feedback Log (Excel)
AI Prompt Library
Fully Worked Example Implementation Guide
Why Consultants Choose This Toolkit
Every document connects: from first client questionnaire through to hypercare handover, each phase feeds cleanly into the next
AI Assistant prompts included in every section: paste straight into Claude or ChatGPT to accelerate client comms, org assessments, and reporting
Live time-tracking: the Time & Effort Tracker calculates billable value automatically from your day rate — no manual maths
Consultant Tips throughout: practical, field-tested advice from real client delivery experience
Worked examples included: see a fully completed Implementation Guide, not just an empty template
Instantly editable: Word and Excel formats, fully brandable with your own logo and colours
Professionally designed: cover pages, table of contents, document control, and consistent formatting throughout
Who It's For
Salesforce consultants, freelancers, and boutique practices who want to run polished, professional client engagements and look instantly credible from the first meeting — without spending hours formatting documents from a blank page.
Instant Download
Delivered as an instant digital download. Use across unlimited client engagements for your own business — no recurring fees, no subscriptions.