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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
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
Tasks & Predecessors
People & Teams
Projects
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 OKRs
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SE OKRs
Share an OKR update in our team Slack Channel
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SE OKR [Q2]
SE OKR [Q2]
Driving IA
Objective
Key Result
Metric
Company OKR
DRI
Progress
Notes
Driving IA
Objective
Key Result
Metric
Company OKR
DRI
Progress
Notes
Solutions Engineering
Stay on pace for full year hiring plan.
Hire 4 Enterprise SE and 2 Commercial SE in Q2
Same as KR
🏔 Build a world class team
Polly Rose
000
0
Open
Solutions Engineering
Accelerate SE ramp time by rolling out SE bootcamp
Implement SE Bootcamp & Certification Program for all new hires
100% completion of SE Bootcamp Program
📚 Invest in continuous learning
Lola Tseudonym
000
50
Open
Solutions Engineering
Create Career Development Plans for all SEs
Create a Career Development Doc for the entire team to complete
100% completion rate within 90 days of start date
🏗 Improve the way the world works
Vish Mittapalli
000
100
Open
Solutions Engineering
Surpass $1.2B in Revenue
80% SE Attach Rate on all deals > $150k
Same as KR
🏗 Improve the way the world works
BD
Buck Dubois
000
100
Open
Solutions Engineering
Close 44 $1M+ Deals
Opportunity ACV
Same as KR
🏗 Improve the way the world works
Polly Rose
000
100
Open
Solutions Engineering
Drive forward our value selling and prescriptive selling motions
Coordinate and lead a Sales Enablement Training (Value Selling Workshop)
100% participation in Value Selling Workshop
🏗 Improve the way the world works
Eric Glick
000
100
Open
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