Route implementations strategically based on client timeline and capacity. Internal team: 3-4 week lead time + 3-12 month implementation. Partners: can start sooner, scale resources.
Step 1 of 4
What's the client's go-live deadline?
This is the hard constraint. When does the client need to be live and operational?
Step 2 of 4
Can the client wait for our lead time?
Our internal team typically has a 3-4 assignment lead time. After that, implementation takes 3-12 months depending on complexity.
Step 3 of 4
What's the implementation complexity?
Consider custom modules, developments, and extent of configuration beyond standard Odoo setup.
Step 4 of 4
Prior implementation history with us?
This clarifies the workflow path (pre-sales, BSA, or partner).
Recommendation
Internal success pack
Recommended
Timeline: 3-4 week lead time to start, then estimate 3-12 months to go-live depending on complexity. Make sure client understands this total timeline.
MRR & account impact
Direct relationship strengthens adoption & engagement. Builds expansion foundation (modules, Odoo.sh, users). Higher long-term NRR opportunities, repeat success pack purchases.
Next step: Pre-Sales SOW Process
Submit SOW ticket to pre-sales team. They gather requirements, scope the project, provide estimate. Implementation team takes over post-approval & success pack confirmation.
Next Steps
Set expectation: 3-4 weeks to START, then 3-12 months implementation
Confirm client need & scope, ensure budget approved
Submit SOW ticket via Pre-sales project app (2-day SLA)
Gather requirements: company info, pain points, core modules or workflows
Pre-sales provides estimate with phased workflows, they will flag any items that may require development or customization
Implementation team takes over post-approval
Schedule touchpoints throughout implementation to keep the project on track
Internal success pack
Recommended
Timeline: Scope estimation ASAP with BSA (days/weeks), then 3-12 months for actual implementation. Verify this fits client's go-live deadline.
MRR & account impact
Client already invested in your platform. BSA ensures continuity, leverages database knowledge. Position for expansion (modules, Odoo.sh, users).
Next step: Work with assigned BSA
Client's BSA is responsible for estimations on new features. They know the database and can scope quickly. No pre-sales involvement needed.
Next Steps
Confirm client need & scope
Connect with assigned BSA, provide requirements ASAP
BSA scopes work, provides estimate and realistic timeline
Verify estimated timeline meets client's go-live date
Implementation proceeds with BSA
Track for expansion opportunities
Internal success pack
Recommended
Timeline: Must purchase support pack first, then BSA estimates hours necessary & potential go-live. Verify this fits budget & deadline.
MRR & account impact
Client has existing implementation. Support pack enables proper estimation. Long-term growth depends on meeting timeline & budget.
Next step: Support Pack Purchase
Pre-sales won't estimate without understanding existing database. Client must purchase 10-hour (small reconfigs) or 25-hour (full re-estimation) support pack first.
Next Steps
Discuss support pack purchase (10 or 25 hours)
Once purchased, presales conducts full estimation
BSA provides realistic timeline to go-live
Verify timeline meets client deadline
Implementation proceeds with BSA
Position for expansion conversations as go-live approaches
Partner implementer
Recommended
Timeline: Partner can often start sooner and compress timeline by scaling resources. Discuss timeline expectations early in partner conversations.
MRR & account impact
Partner absorbs delivery complexity & timeline risk. Fast time-to-value → quicker annual conversion (if monthly) & Odoo.sh upsell. You maintain relationship for expansion post-launch for yearly clients. Any multi-year contracts are sent to CST-I
Next step: Brief partnership team
Partnership team matches 1-3 recommendations based on fit, availability, and ability to meet client's go-live deadline. Partners can flex resources and accelerate timelines.
Brief partnership team with
Go-live deadline (critical)
Company info: Location, size, industry
Project scope: Complexity, budget appetite
Partnership team sends 1-3 recommendations
Share partner page (odoo.com/partners) with client
Engage with your client's partner, they will notify you of project updates and expansion opportunities