We Take Setting Expectations Seriously

Welcome to Sierra Pacific Group's comprehensive guide on maximizing the value of our services for your business. In this guide, we will cover key aspects that are essential for a successful partnership with Sierra Pacific Group. 

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Hi there! 👋 Welcome to Sierra Pacific Group!

We greatly appreciate your business, and want to ensure you get the most out of your engagement with us. That’s why we created this guide — it details best practices for leveraging our services to the max. 

This “getting started” guide will detail the following information:

  • How to get started submitting requests for On-Demand Consulting
  • Instructions on how to log-in to the Client Portal & Elevate Site
  • Why transparent communication is critical to successful outcomes

- Brittany Mancilla, Sales Executive at Sierra Pacific Group

STEP #1 SELECT YOUR BILLING CONTACT

FILL OUT THE FORM TO UPDATE YOUR FILE.

Simply submit the full name and email address for the Billing Contact for your company.

Once submitted, our accounting team will send an email to the billing contact with instructions to pay your first invoice through the Wise-Pay payment portal. Your portal will be your main resource for payments going forward!

THE ROLE OF THE 'POC'

WHAT IS A POC?

The 'Point of Contact' is the primary ticket submitter and communicator to both the SPG and the internal team atyour company.

The POC facilitates seamless communication, promoting clarity and understanding at every step.

The POC ensures that the overall goals for your company are clearly stated, while our team facilitates consuklting sessions, administrative work, or expert system support to meet those goals, guaranteeing a focused and targeted approach to solving your problems quickly and easily.

The POC is the source of truth for their team, responsible for holding internal team members accountable for their part - showing up to calls and making decisions.

After each session, the POC ensures a smooth transition, incorporating SPG's recommendations into day-to-day operations for sustainable long-term success.

 

 

WHY IS THIS ROLE SO IMPORTANT?

  • Accountability: The POC takes ownership of milestones and deliverables, ensuring that both the consulting firm and the company are held accountable for their respective roles.
  • Decision-making: With a deep understanding of the company's internal workings, the POC plays a key role in decision-making, guiding the SPG team with relevant insights and considerations.
  • Cross-functional coordination: In large organizations, the POC bridges the gap between different departments, fostering collaboration and ensuring a cohesive approach to problem solving.
  • Resource allocation: By coordinating resources and personnel, the POC optimizes efficiency, making sure the right people are involved at the right time to maximize productivity.

 

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STEP #2 SELECT YOUR POINT OF CONTACT

FILL OUT THE FORM TO UPDATE YOUR FILE.

Simply submit the full name and email address for the Billing Contact for your company.

Once you have submitted information for your Project of Contact, our Operations Team will reach out to your assigned POC to schedule an Onboarding Call to discuss project phases and important project tickets!

Communication is crucial to delivering the best outcomes

Effective communication is the cornerstone of a successful collaboration between clients and SPG.

When clients partner with SPG, particularly when C-level executives seek improved forecasting and reporting in their PSA/CPQ/RMM environment, clear and open communication becomes paramount.

At SPG, we are dedicated to helping our clients achieve their goals and overcome challenges. To accomplish this, we rely on a collaborative approach where clients actively participate in the consulting process. However, we have noticed that if clients don't come to our meetings fully equipped with all their pain points and challenges, it can hinder our ability to provide comprehensive solutions.

  • Transparent and proactive communication empowers us to address all aspects of our clients' business.
  • By sharing your pain points and insights, you become an integral part of the solution-finding process, driving meaningful change within your organization.
  • At SPG, we value collaborative partnerships and believe that effective communication is the key to unlocking your organization's full potential.
  • Together, we can work towards optimizing your  systems and achieving your business objectives. 

 

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STEP #3
SET UP YOUR CLIENT PORTAL

We know you are excited to start your project. Let's go over the importance of the Client Portal for ticket management and submission.

When you setup your Client Portal, you can view, submit, and manage tickets. Check out our video!

GO TO CLIENT PORTAL

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Submit Tickets
Sometimes, asking the right question can be a challenge. The Client Portal makes ticket submission easy, with drop down fields and helpful prompts to assist.

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Consulting Continuity
Each session is tied to a ticket, which serves as a thread that connects one session to the next, creating a sense of progression and continuity in the consulting engagement.

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Key Notes & Takeaways
Our consultants send agenda emails before each session, and recap emails (with video recording links) after each session in the form of tickets.

STEP #4
SIGN UP FOR ELEVATE

We know you are excited to start looking through documentation - so let's get logged in to our library.

Set up your Elevate Membership to access training guides, 'how-to' videos, and best practices. You can save documents to your dashboard, and share links with team members!

SET UP ELEVATE MEMBERSHIP

Got a question? Here are the most common:

Where can I pay & view my invoices? Is there a portal I need to access for payments?
Yes - you will receive important communication from our finance department on how to set up an account and pay your first invoice with Wise-Sync!

Look out for an email from accounting@sierrapacificgroup.com to the "billing contact" post information submission. 
What's the best way to schedule my first consulting session?

The best way to schedule your first consulting session is to jump over to this page and submit a rewuest for a "plaaning call".

You can use this template:

Hi - I just purchased x hours with your team to work on [X system] to reach [y goal].

I'd like to ensure I get the most out of my time with SPG. Let's use my first hour as 60 minute planning call with on of your senior consultants on the [PSA/CPQ/RMM/BOOKKEEPING] Team ASAP.

 

What's the best way to manage my time with consultants?

Simply log into the client portal here to submit tickets, view closed tickets, and communicate on active tickets.

If you're curious abot the exact number of hours you have remaining, submit a quick ticket to request your remaining balance!

What can I use 'On-Demand Consulting' to accomplish?

There are so many things!

Take a look at our Elevate site here to review best practices and find inspiration.

NEED MORE BLOCK HOURS?

Schedule a Quick Call With Me!
LET'S GO