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Stephanie has spent two decades in the trenches of enterprise software, from implementation consultant to CEO. At VFP Consulting, she helps high-growth companies, private equity-backed firms, and global organizations optimize Salesforce and Certinia environments, particularly across quote-to-cash and professional services operations. What sets her apart is a disciplined focus on change management and ROI. Rather than selling one-off projects, she built VFP Advisory Services as a subscription model, giving clients ongoing access to certified expertise. It’s a shift many consulting firm owners are trying to make: from reactive delivery to proactive partnership. Her latest venture, Campfire, is where consulting operator meets product builder.

After years of managing implementations through scattered documents and disconnected tools, she created a Salesforce-native command center built around the VFP Method: People, Process, and Product, from discovery through long-term SaaS adoption. It’s a case study in turning implementation pain points into scalable IP.

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Proposed Interview Structure:

1. Stephanie, you’ve been in enterprise software and consulting for over 20 years, what originally pulled you into this world?

2. You focus heavily on aligning technology investments with business goals. What specific problem are you solving for clients today, and why does it matter so much to you?

3. Who are your ideal clients today? Are you typically working with founders, COOs, private equity operators, who owns the decision?

4. How do clients usually find you today? What’s worked best to attract high-quality opportunities in the Salesforce and PSA space? Current Acquisition Channels: Referral, Content, Google Ads, Webinars, Podcast (guesting), Cold outreach Sub Question: You’re active on LinkedIn and building thought leadership around implementation excellence. What’s your take on podcasting as a marketing channel for consulting firms in your industry?

5. Enterprise implementations can mean long sales cycles and multiple stakeholders. How do you navigate from first conversation to signed engagement?

6. You’ve successfully moved from project-based work to subscription advisory. How do you retain clients, keep them coming back, and build long-term relationships instead of one-and-done engagements?

7. Where do you find yourself most stuck right now as a consulting founder building both a services firm and a SaaS product?

8. Looking ahead, where do you see the biggest opportunity for Salesforce implementation and advisory firms over the next few years?

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Know more about Stephanie Taylor

Website Link: https://vfp-consulting.com/

Connect with Stephanie Taylor on LinkedIn

LinkedIn link: https://www.linkedin.com/in/spicardi/

Apply to be a guest on Consulting Leaders:

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