• A potential customer contacts us with a Project Server or Microsoft Project question, an issue or because they have interests in one or more of our products and services.

• The PSSI office sets up a conference call with the most appropriate consultant. Most of these initial conference calls run 30 to 60 minutes.

Based on the issues or questions we may schedule several of these conference calls.

 

We may even spend time doing a demo of Project Server or Microsoft Project functionally and workflow to a group of people.

 

At this point we may never talk again. Maybe the question or issue was address or maybe there wasn't enough synergy to continue. Anyone who contacts us can be confident that PSSI will not begin to hound them with sales calls.

• If a contact is interested in a quote for services our consultant will outline that request and provide a quote. The quote is usually done informally in an email with attached documents describing relevant products and or services.

If there is interest in the quote there is usually some tweaking and back-and-forth emails and conversations.

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• If we move past the quote phase we put together a formal Statement of Work outlining the work and terms, and if appropriate present a Professional Service Agreement. 

For all of our installation and consulting services we sign a PSA. We have ours, a potential customer might have theirs and of course everyone has a legal department.

 

With the exception of just a couple of pretty unusual circumstances we have never failed to get past the PSA step.