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