Why you should listen

1. Doug Pelletier has spent 35 years winning enterprise accounts (Disney, Pfizer, Xerox) as a small Salesforce partner, proving that company size is irrelevant when your positioning and sales approach are right.
2. Learn why Doug hired a General Manager at just six employees, and how that single WHO decision helped him scale to 130 people without burning out on tasks outside his strengths.
3. Get Doug's approach to managing cash flow daily (a discipline he's maintained for 17 years) and why he says cash flow matters more than profitability for consulting firm owners.

About Doug Pelletier

Doug Pelletier is the Founder and CEO of Trifecta Technologies, a technology consulting firm he launched in 1991 that has grown into a trusted Salesforce and enterprise solutions partner for leading organizations.

A sales- and strategy-led founder, Doug focuses on identifying real business problems, building executive relationships, and hiring strong operational leadership early – allowing him to concentrate on growth, client strategy, and selling. His leadership is shaped by decades of experience and a strong emphasis on financial discipline and long-term stability.

Having gone through multiple industry shifts, Doug views AI as a major inflection point and leads Trifecta in helping organizations move beyond the hype to apply data, architecture and AI in practical ways that drive meaningful business outcomes.

Resources and Links

1. Trifecta.com
2. Doug’s LinkedIn profile
3. Snowflake
4. Databricks
5. Apollo
6. Zoominfo
7. Previous episode: 667 - The Land-and-Expand Play
8. Check out more episodes of the Paul Higgins Podcast
9. Subscribe to our YouTube channel: @PaulHigginsMentoring
10. Join our newsletter
11. Suggested resources

You've landed a foothold in a big company, delivered a great project, the client loved it, so why are you still stuck in the same corner six months later winning the same small deals? In this episode, I break down why most consultants stay trapped in one department and how to turn a single project into an enterprise-wide engagement. I share how one Airtable consultant turned a $20,000 clinical trial tracking project at a top-three pharmaceutical company into a $200,000 transformation across three countries, all by making one strategic shift in how he treated his internal champion. If you've got a foothold in a big company and you're watching other consultants land the deals you should be winning, this is your playbook.

Resources and Links

1. Apply for a Multiplier Call
2. Previous episode: 666 - The partner trap
3. Check out more episodes of the Paul Higgins Podcast
4. Subscribe to our YouTube channel: @PaulHigginsMentoring
5. Join our newsletter
6. Suggested resources

Stuck at 50% of your revenue target because your pipeline depends on someone else's priorities? In this episode, I break down the partner program trap and why so many platform consultants stay dependent on AE referrals even when they know it's holding them back. I walk through the exact 12-month transition sequence I use with clients: pick your niche, build pain-point messaging, start direct outreach, and keep partner referrals flowing as cash while you build. If your best leads only show up when an account executive needs to hit their quota, this episode shows you how to take back control of your pipeline.

Resources and Links

1. Apply for a Multiplier Call
2. Previous episode: 665 - AI Does 70% of the Work and Here’s What a Salesforce Partner Does With the Other 30 with Ferny Bengali
3. Check out more episodes of the Paul Higgins Podcast
4. Subscribe to our YouTube channel: @PaulHigginsMentoring
5. Join our newsletter
6. Suggested resources

Why you should listen

1. Ferny reveals how Sherpaneer uses AI across operations, from capacity planning models to proposal development, giving you a practical blueprint for integrating AI into your own consulting workflows.
2. Learn how Ferny and her partner built a fully self-sourced pipeline through reciprocal partnerships with adjacent vendors like Gong, Clari, and FinancialForce, without relying on Salesforce for leads.
3. Get Ferny's approach to managing AI tools across a team, including shared projects in Claude, an internal AI use policy, and a quarterly review cycle to keep everything current.

You know you should be using AI in your consulting practice, but where do you actually start without compromising client data or wasting time on tools that don't stick? In this episode, I talk with Ferny Bengali from Sherpaneer, a boutique Salesforce consultancy that works with enterprise clients across high-tech, financial services, manufacturing, and healthcare. Ferny walks me through exactly how her team of 12 uses AI day to day, from feeding anonymized staffing data into models for capacity planning, to using voice notes and LLMs to prep for pitches. We also get into how she structures client knowledge across projects, her approach to AI-optimized content for SEO, and why she hired a part-time BD person instead of going full-time. If you've been experimenting with AI but haven't operationalized it across your practice yet, this conversation will show you what that looks like in action.

About Ferny Bengali

Farnaz (Ferny) Bengali is Co-President of Sherpaneer, a women-owned, diverse Salesforce consulting partner that helps mid-to-large organizations implement the right way, the first time. With 20+ years of industry experience—including leadership roles at MicroStrategy, Accenture, and The Carlyle Group—Ferny chose the boutique path over big consulting, building a practice that delivers senior-level expertise without the agency bloat. She's also a board member of WISE (Women in Salesforce Entrepreneurship), co-invests in hospitality through Dogwood Hospitality, and is passionate about using AI as an operating layer to scale consulting without scaling headcount.

Resources and Links

1. Sherpaneer.com
2. Ferny's LinkedIn profile
3. Read.ai
4. Notebook LM
5. Scribe
6. ChatGPT
7. Claude
8. Google Gemini
9. Microsoft Copilot
10. CoachHub
11. Cloverleaf
12. Research Rabbit
13. Zety
14. Grammarly
15. QuickBooks
16. Gong
17. Clari
18. Certinia
19. Azure
20. Google Workspace
21. Previous episode: 664 - Stop celebrating your referrals
22. Check out more episodes of The Paul Higgins Podcast
23. Join our newsletter
24. Suggested resources
25. Find out more about Paul and how he can help you

Still relying on referrals and hoping the next one brings a decent project? In this episode, I break down why your referral strategy is actually killing your margins, not growing them. I share the pattern I see with over 200 tech consultants who are great at delivery but trapped in legacy business development, constantly auditioning for clients who see them as a vendor instead of a strategic partner. Learn how you can increase your revenue by making two important decisions: the WHO decision and the WHAT decision. If you are tired of the referral lottery and ready to stop competing on price, this episode lays out what actually needs to change.

Resources and Links

1. Apply for a Multiplier Call
2. Previous episode: 663 - The "Fake Productivity" Trap for Tech Consultants
3. Check out more episodes of the Paul Higgins Podcast
4. Subscribe to our YouTube channel: @PaulHigginsMentoring
5. Join our newsletter
6. Suggested resources

Ever finish a 60-hour week and realize you didn't do a single thing to find better clients? In this episode, I break down why most tech consultants stay trapped in work that feels productive but actually keeps them stuck. I share the story of a client who was exhausted, in debt, and over-delivering on every project until we made two critical decisions together: the WHO (estate attorneys only) and the WHAT (productized service with clear scope). Six months later, he cleared his debt and doubled his profits. If you've been avoiding the hard decisions by staying busy with comfortable work, this one will challenge you to finally make the call.

Resources and Links

1. Apply for a Multiplier Call
2. Previous episode: 662 - How to Build an AI Strategy That Actually Works with Christine Duque
3. Check out more episodes of the Paul Higgins Podcast
4. Subscribe to our YouTube channel: @PaulHigginsMentoring
5. Join our newsletter
6. Suggested resources

Why you should listen

1. Christine Duque, former Big Four consultant and CEO of Alonsera, shares why only 10% of global companies are seeing real impact from AI, and what separates the successful ones from the rest.
2. Learn Christine's "Three A's" framework for making AI consumable: Automated, Anticipatory, and Augmented intelligence, plus how to progress toward autonomous operations.
3. Get practical guidance on structuring AI transformation committees and coaching executive sponsors to drive cross-organizational buy-in.

Feeling pressure to "do something with AI" but unsure where to start without wasting budget or burning out your team? In this episode, I talk with Christine Duque, CEO of Alonsera and former Big Four consultant who now helps mid-market companies in highly regulated industries navigate AI implementation. We dig into why most AI initiatives fail before they even launch, and it's not the technology. Christine explains why treating AI like a silver bullet creates more chaos than progress, and what the 10% of companies getting real results are doing differently. If you're tired of the hype and want a grounded perspective on what AI adoption actually requires, this conversation cuts through the noise.

About Christine Duque

Christine Duque is CEO of Alonsera, a global AI consultancy helping organizations deploy AI solutions that actually scale. With executive experience at Accenture, Deloitte, and IBM, she's overseen $2B+ in AI and digital transformation projects for Fortune 50/100/500 companies—delivering results like 70% faster data ingestion and 30-50% customer engagement efficiency gains.

A sought-after speaker on ethical AI and digital transformation, Christine is actively shaping international AI standards through partnerships with Oxford University and UC Irvine. She authored the Amazon best-seller Walking in My Shoes: Shattering Glass Ceilings in Corporate America and co-founded the Women's Empowerment AI Network. An accomplished operatic soprano, she debuted at Carnegie Hall.

Resources and Links

1. Duquesacd.com
2. Alonsera.com
3. Christine's LinkedIn profile
4. Christine on Instagram: @christineduque
5. Christine on Facebook: Christine Duque
6. Christine on TikTok: @duquesacd
7. Youtube Channel: Christine Duque
8. Christine’s book: Walking In My Shoes: Shattering Glass Ceilings in Corporate America
9. Previous episode: 661 - How Long Should You Stick With Your Consulting Niche?
10. Check out more episodes of The Paul Higgins Podcast
11. Join our newsletter
12. Suggested resources
13. Find out more about Paul and how he can help you

Stuck three months into a niche and wondering if you picked wrong? In this episode, I share the story of a client who spent 14 months doubting his industrial automation niche before everything clicked. His first outreach response took 14 months to close. A newsletter reader opened the same email 25 times before becoming a client. I break down why most consultants quit at the exact moment their planted seeds are about to grow, and why your biggest competitor isn't other consultants but your own ability to commit long enough to let your niche work.

Resources and Links

1. Apply for a Multiplier Call
2. Previous episode: 660 - The Human-Centric AI Shift Every Tech Consultant Should Know with Scott Stafford
3. Check out more episodes of the Paul Higgins Podcast
4. Subscribe to our YouTube channel: @PaulHigginsMentoring
5. Join our newsletter
6. Suggested resources

Why you should listen

1. Scott Stafford shares his human-centric AI framework, explaining why major tech companies are now hiring salespeople again despite investing heavily in agentic solutions.
2. Learn how to shift 20% of your workload to voice mode and natural language, with practical examples of completing real work while away from your desk.
3. Discover where vibe coding tools like Bolt.new hit their limits and what foundational knowledge you still need to deliver AI-first solutions for clients.

Wondering where to place your bets as AI reshapes the entire SaaS landscape? In this episode, I talk with Scott Stafford, an AI strategist working at the intersection of Salesforce, robotics, and human-centric technology. We dig into why companies that rushed to replace humans with AI are now reversing course, and what that shift means for consultants building practices today. Scott also shares his vision for how personal agents will become your new user interface, making traditional software interactions feel like relics. If you're trying to figure out where to invest your learning time and how to stay relevant as voice interfaces take over, this conversation maps out the territory ahead.

About Scott Stafford

Scott Stafford is a Human-Centric Technologist, AI Strategy Lead, and technology evangelist with 20+ years of experience bridging business strategy and emerging technology. A 27-time Salesforce certified All-Star Ranger and community leader, Scott focuses on helping people and organizations adapt to the rapidly evolving landscape of AI and the Fourth Industrial Revolution. He is co-founder of RiseWithVoice, an initiative that helps individuals strengthen both their literal and metaphorical voice to thrive in an AI-augmented future.

Resources and Links

1. Scottstafford.ai
2. Scott's LinkedIn profile
3. 625 - The Salesforce Partner's AI Dilemma with Sanjeet Mahajan
4. Bolt.new
5. Superwhisper
6. Previous episode: 659 - How This Salesforce Partner Grew to 25 People by Saying No with Dennis Knodt
7. Check out more episodes of The Paul Higgins Podcast
8. Join our newsletter
9. Suggested resources
10. Find out more about Paul and how he can help you

Why you should listen

1. Dennis Knodt grew Valuent from freelancing in 2019 to a 25-person Salesforce consultancy by narrowing focus to one product line (quote-to-cash) and one geography (Germany), offering a blueprint for partners drowning in "we do everything" positioning.
2. Learn how to structure your Salesforce AE relationships so successful projects create internal bragging that generates referrals without you having to ask, including why mid-market and enterprise AEs are more valuable than SMB relationships.
3. Get Dennis's approach to running proof of concepts at full market rate on larger projects, giving clients tangible results before committing to six or nine-month implementations.

Trying to grow a Salesforce practice while competing against every other partner who claims they "do it all"? In this episode, I talk with Dennis Knodt, co-founder of Valuent, a Berlin-based consultancy that went from freelancing in 2019 to a 25-person team by making deliberate choices about what to say no to. We dig into why Dennis doubled down on Germany instead of chasing international expansion, and how a setback with Salesforce (when they brought in a competitor) actually led to recruiting the architect who now leads their revenue cloud practice. If you've ever wondered whether focus is really worth the short-term sacrifice, this conversation will challenge how you think about building a defensible position.

About Dennis Knodt

Dennis Knodt is the Co-Founder of Valuent, a bootstrapped Salesforce consultancy specializing in Quote-to-Cash optimization. After working at Bain and VC-backed startups like Rocket Internet and Enpal, Dennis chose to build a profitable boutique firm focused on deep expertise over growth-at-all-costs.

Resources and Links

1. Valuent.io
2. Dennis’s LinkedIn profile
3. Lovable
4. Previous episode: 658 - The Delivery Trap
5. Check out more episodes of The Paul Higgins Podcast
6. Join our newsletter
7. Suggested resources
8. Find out more about Paul and how he can help you