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Solutions Engineering TeamOS [Template]

Pages
- What is a TeamOS and Why Do I Need One?
- Solutions Engineering TeamOS
  SE Mission & Vision
  Meet The Team!
  SE OKRs
- 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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Stage 2: Discovery & Qualification

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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:

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Activity #2

[Enter Description here.]

⭐ Gold Standard Example:

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Activity #3

[Enter Description here.]

⭐ Gold Standard Example:

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Activity #4

[Enter Description here.]

⭐ Gold Standard Example:

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👉 Next up:
`Stage 3: Evaluation`⁠

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Key SE Activities Definitions

👉 Next up: Stage 3: Evaluation

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