Project Advisory
Big-Firm Depth Without the Big-Firm Fees.
Two pieces that rarely fit together: an advisor you pay for honest advice, and a broker that puts a portion of that fee back toward your purchase.
Piece 1 · Advisor first
Independent advice
- Monthly retainer, you set the pace
- Vendor-neutral requirements & SOW
- Roadmap you keep, whoever you buy from
Piece 2 · Broker second
Buying leverage
- Carrier & provider contracts
- Pricing and terms leverage
- A portion of your retainer credited back
Unbiased thinking when you design. Real leverage when you buy.
Plus implementation oversight through go-live.
What you'll actually see
An engagement, week by week
Scroll through a typical mid-market project. The faster your team sends what we ask for, the sooner each phase closes.
Phase 1 of 4 · Weeks 1–2
Discovery
You send
- Current contracts and invoices
- Call volumes and queue reports
- 30 minutes with key stakeholders
We do
- Interview leaders and frontline supervisors
- Map the customer journey end to end
- Find where CSAT is leaking
You receive
Current-State & Friction Report
▸ Journey map: 7 stages, 4 friction points
▸ Contract terms and renewal dates
▸ Spend baseline by provider
Phase 2 of 4 · Weeks 3–5
Requirements & roadmap
You send
- Feedback on draft priorities
- Budget range and decision timeline
We do
- Turn findings into ranked requirements
- Sequence the work by impact and risk
- Write the SOW you own
You receive
SOW & Technology Roadmap
▸ Must-have vs. nice-to-have requirements
▸ Phased roadmap tied to CSAT goals
▸ Yours to keep, whoever you buy from
Phase 3 of 4 · Weeks 6–8
Vendor evaluation & negotiation
You send
- Attend the demos that matter
- Make the final call
We do
- Shortlist vendors that fit, not ones that pay most
- Run scripted demos against your requirements
- Negotiate pricing and contract terms
You receive
Vendor Scorecard & Recommendation
▸ Side-by-side scores per requirement
▸ Total cost over the contract term
▸ Negotiated terms summary
Phase 4 of 4 · Signature to go-live
Implementation oversight
You send
- Decisions when we flag them
We do
- Track owners, dates and status
- Hold vendors to what they promised
- Credit a portion of the retainer toward your purchase
You receive
Weekly Status & Risk Log
▸ On track / at risk / blocked
▸ Open vendor commitments
▸ Decisions needed from you this week
After the signature
We don't vanish after the contract. We protect your investment.
Most brokers disappear once the paperwork is signed and return at renewal. We stay engaged to hold vendors to their SLAs, run escalations and keep your roadmap on track.
Executive escalations & SLA enforcement
When a carrier ticket stalls or service slips, you don't wait in a Tier 1 queue. We step in with senior provider relationships and hold vendors to their SLAs.
Service & contract inventory
Your VocalPoint client portal shows every active service, provider, monthly commitment and contract end date in one view.
No surprise auto-renewals
Contract end dates and notice windows are tracked in your portal, so you keep the upper hand before terms lock in.
Quarterly check-ins & roadmap continuity
We review adoption and performance against your SOW, then adjust the roadmap so your stack keeps pace with the business.
Active services
Contract alert
UCaaS agreement renews in 120 days
Notice required in 90 days
Projects & check-ins
- Agent onboarding, phase 2On track
- Q3 quarterly check-inScheduled
- Carrier SLA escalationResolved
The retainer
One monthly retainer. Zero drag.
We don't invoice a large project fee up front, and we don't bill by the hour. Your engagement runs on a monthly retainer until the roadmap is in your hands.
One monthly retainer
Your engagement runs on a simple monthly retainer that covers the analysis, the SOW and the roadmap. No project fee sized for a big-firm budget, no per-hour surprises.
You set the pace
We can only move as fast as the information arrives — contracts, call data, current flows, org charts. Send what we ask for promptly and the work closes sooner, so fewer months are billed.
The buy-through credit still applies: if you purchase through VocalPoint, a portion of the retainer is credited toward your purchase.
Free brokers, big consulting firms, and VocalPoint
Large global consulting firms bring deep expertise at fees most mid-market teams can't justify. Free advisors cost nothing up front but are paid by vendors. We bring the same depth of contact center and UC knowledge, focused entirely on your outcome.
| Free advisor / broker | Large consulting firm | VocalPoint | |
|---|---|---|---|
| Who pays for the advice | Vendors | You, at large-firm rates | You, partially credited back if you buy through us |
| How you pay | Nothing up front | Large project fees | Monthly retainer |
| Depth before vendor talks | Often a quick call | Deep | Deep analysis, SOW & roadmap |
| Vendor-neutral shortlist | Depends on payouts | Yes | Yes |
| Contact center & UC specialists | Varies | Generalist teams | Our whole focus |
| Fees sized for mid-market budgets | Free | Yes | |
| What you walk away with | A shortlist | A slide deck | SOW, roadmap & oversight you own |
| Implementation oversight | Varies | Often billed separately | Included on every engagement |
Why a retainer, and why it keeps fees down
A retainer means the work is done properly and both sides are committed from day one. It also puts the pace in your hands: the sooner the contracts, call data and answers reach us, the sooner the roadmap lands — and the fewer months you pay for. Buy through us and a portion of what you paid comes back as a credit toward your purchase.
Book a 15-minute call