Cavaridge Academy
cavalier · msp_admin

Quoting Mastery

Stand up Cavaridge Operations (Market) for your MSP, build a clean product catalog, generate honest quotes and SoWs that respect the GM-floor, and keep your billing in lockstep with what you sold.

Certification: Certified Cavaridge Operations Quoting Specialist
Pass threshold: 80%
Validity: 24 months
Accreditation: Non-accredited (no CE/CPE credits issued)
Draft path. AI-generated first-pass transcripts pending video production + SME review.

Modules

  1. Module 1
    Catalog foundations
    How the billing catalog works, how prices map to Stripe, and where the GM-floor lives.
    8 min · 3 questions
  2. Module 2
    Build a quote
    From client conversation to signed quote — the right cadence, the right approvals.
    9 min · 3 questions · sandbox: cavalier
  3. Module 3
    SoW authoring with Ducky
    Use Ducky to draft an SoW that conforms to the master spec — and what to never let it do.
    10 min · 3 questions · sandbox: cavalier
  4. Module 4
    Deal registration
    Register, protect, and pay-out on partner deals via the deal-registration engine.
    7 min · 3 questions · sandbox: cavalier
  5. Module 5
    Billing handoff
    Take a signed quote into Stripe with idempotency, the Pax8 handoff, and tax in the right places.
    9 min · 3 questions