Solutions Engineering TeamOS [Template]

Share

Explore

SE Playbook

Stage 2: Discovery & Qualification

Sales Motion

A deal has been identified and there is a path forward.

SE Involvement

In stage 2 SEs can help with Discovery, Account Strategy & Planning as well as starting to align a solution to customer challenges/opportunities, typically once we have qualified the deal. Easiest to think of this as mid-late Stage 2 involvement.

Key SE Activities Definitions

Activity #1

[Enter Description here.]

⭐ Gold Standard Example:

⁠

Loading…⁠

⁠

⁠

Activity #2

[Enter Description here.]

⭐ Gold Standard Example:

⁠

Loading…⁠

⁠

⁠

Activity #3

[Enter Description here.]

⭐ Gold Standard Example:

⁠

Loading…⁠

⁠

⁠

Activity #4

[Enter Description here.]

⭐ Gold Standard Example:

⁠

Loading coda.io⁠

⁠

⁠

👉 Next up:
`Stage 3: Evaluation`⁠

⁠

Key SE Activities Definitions

👉 Next up: Stage 3: Evaluation

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.