Solutions Engineering TeamOS [Template]

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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:

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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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