Test 1 - Mike's Review

0.1Project sponsor, day-to-day owner, and the person who settles any item you mark UNKNOWN. Names and roles.

0.2In one paragraph: what you sell, to whom, and through which channels (direct, partner, self-service).

0.3Which revenue models apply: one-time, term subscription, evergreen subscription, usage-based, prepaid commitment, ramped multi-year, services? Check all.

0.4Describe today's opportunity-to-order process in numbered steps, naming each system and role. Attach any process map.

0.5Target go-live date and phases. Which capabilities are in phase 1, and which are later?

0.6Volumes: quotes per month, average and maximum lines per quote, active products, price book entries, active subscriptions or assets, users per persona.

0.7Regions, currencies, and languages in scope.

0.8Top five pain points, and how you will know the project worked (measurable).

0.9Billing is out of scope here. Name the system that invoices customers, and say what it needs from Revenue Cloud (detail in M22).