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Solutions Engineering TeamOS [Template]
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    • What is a TeamOS and Why Do I Need One?
    • Solutions Engineering TeamOS
      • SE Mission & Vision
      • Meet The Team!
      • SE OKRs
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      SE Playbook
      • Stage 1: Identifying an Opportunity
      • Stage 2: Discovery & Qualification
      • Stage 3: Evaluation
      • Stage 4: Negotiate and Close Plan
      • Stage 5: Finalizing Closure
      • Stage 6: Closed Won!
    • Operations Center
    • SE Templates
      • Proof of Value Template (Internal Qualifier)
      • Mutual Action Plan (Template)
    • Scaled Customer-Facing Videos
    • SE Project Tracker
      • Project Summary
      • Project Details
      • Data
    • Team Meeting Notes
      • Prior Meetings
        • 8/11/2022 Weekly Meeting Notes
        • 3/22/22 Meeting Notes
Solutions Engineering TeamOS [Template]
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SE Playbook
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🔬 Scope: SEs engage in deals (typically during Stage 2-6) to act as a trusted advisor and help our prospects & customers confirm the solution and technical fit.

When should an SE get involved? If there is no opportunity in SFDC, it is likely too early.

Note: This is merely a guide. The level of engagement and effort should rely on many factors including (but not limited to) opportunity size and stage, future upsell opportunity size, executive sponsorship, company profile, etc. SEs should work with AEs to prioritize the opportunities that are in our pipeline.

ℹ️ How to get an SE on a deal:

AE creates the #customer-[customername] Slack channel
AE then submits request using the➕ in Slack in #se-requests channel
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👉 Jump to
Stage 1: Identifying an Opportunity
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