M0 · Business context
Test 1 - Mike's Review · 9 questions · printed Oct 21, 2026
0.1 Project sponsor, day-to-day owner, and the person who settles any item you mark UNKNOWN. Names and roles.
Pending
0.2 In one paragraph: what you sell, to whom, and through which channels (direct, partner, self-service).
Pending
0.3 Which revenue models apply: one-time, term subscription, evergreen subscription, usage-based, prepaid commitment, ramped multi-year, services? Check all.
Pending
0.4 Describe today's opportunity-to-order process in numbered steps, naming each system and role. Attach any process map.
Pending
0.5 Target go-live date and phases. Which capabilities are in phase 1, and which are later?
Pending
0.6 Volumes: quotes per month, average and maximum lines per quote, active products, price book entries, active subscriptions or assets, users per persona.
Pending
0.7 Regions, currencies, and languages in scope.
Pending
0.8 Top five pain points, and how you will know the project worked (measurable).
Pending
0.9 Billing is out of scope here. Name the system that invoices customers, and say what it needs from Revenue Cloud (detail in M22).
Pending