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Solutions Engineering TeamOS [Template]
SE Templates
Proof of Value Template (Internal Qualifier)
Coda Account Team
Head of Sales, Success and Support
SF Bay Area
Sales Manager
SF Bay Area
Account Executive
SF Bay Area
Head of Solutions Engineering
NYC Area
Head of Customer Success
SF Bay Area
Head of Services
Seattle
Opportunity Overview
1
Opportunity Name:
Sales Stage:
2
Seller Name:
Forecast Category:
3
Opportunity Description:
Known Qualification Gaps & Challenges:
4
Opportunity Description:
Known Qualification Gaps & Challenges:
There are no rows in this table
Overview of the Proposed Solution:
Business Initiatives & Outcomes
Top Initiatives
Positive Business Outcomes
Who Cares About This?
1
2
3
4
There are no rows in this table
Identified Pain/Challenges
1
Business Pains:
Technical Pains:
2
Size of Pain ($):
Size of Pain ($):
3
Who is Impacted:
Who is Impacted:
There are no rows in this table
Decision Making Roles
Role
Name & Title
How do you know?
Sentiment
1
Economic Buyer
2
Technical Buyer
3
Champion
4
Coach
5
Other Influencers
There are no rows in this table
Decision Criteria
Required Capabilities
Metrics
1
2
3
There are no rows in this table
Decision Process
Step
Owner
Due Date
1
2
3
4
5
There are no rows in this table
Competition
Competitor
Strengths
Weaknesses
Our Differentiators
Acme
3
Contoso
1
Procurement/Buying Process
Step
Owner
Due Date
1
2
3
4
5
6
There are no rows in this table
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