Discovery checklist
Capture the right requirements and questions before scoping a project.
Free reseller templates
The Reseller Implementation Starter Pack.
Discovery checklists, scoping guidelines and go-live runbooks inspired by the work of a NetSuite and Acumatica partner. Get the templates and adapt them to your practice.
✓ Practical templates. No sales call required.
What’s inside
The documents every implementation team needs.
Useful on day one, even if you do not start a software trial.
2
Scoping and SOW guideline
Set clear expectations and avoid preventable scope drift.
3
Implementation phase map
Make the stages and owners visible from kickoff to handoff.
4
Go-live runbook
Standardize approvals, readiness checks and cutover tasks.
5
Handoff to support
Keep customer knowledge usable after the project goes live.
Send me the pack.
Beyond static PDFs
Put your templates to work.
Make them approved, searchable, and available inside the AI tools your consultants use.