Q2 Sales Engineering Support Plan
Status: Template — Pending Definition
Created: 2026-03-24
Authors: Platform Team (supporting Sales)
Related: Platform Team Charter, Sales Engineering Q2 Initiative
1. Context & Problem Statement
Current State
[What is Sales Engineering? What demo infrastructure exists? What do Sales need from Platform?]
Problem Statement
- [Problem 1: What sales enablement gap exists?]
- [Problem 2: What demo infrastructure is missing?]
- [Problem 3: What partner/demo agent work is needed?]
Goal
[Clear statement of Q2 deliverables for Sales team]
2. Connection to Broader Goals
Sales Engineering Q2 Initiative
This plan supports the existing Sales Engineering Q2 initiative in Linear (target: June 30).
Platform Team Charter
Platform builds products requested by other teams. Sales defines requirements; Platform implements.
Executive Q2 Planning Operating Model
Internal team planning — Sales sponsor requests, Platform delivers.
3. Work Streams
Stream 1: Demo Infrastructure
Requested by: Sales
Current: [Status]
Goal: [Target]
Open Questions:
- What demo environments are needed?
- What data/seeds are required?
- Who maintains demos post-launch?
Stream 2: Partner Mapping & Demo Agents
Requested by: Sales
Current: [Status]
Goal: [Target]
Open Questions:
- What partner mapping automation is needed?
- What demo agents should exist?
- How do these integrate with Sales workflows?
Stream 3: Sales Enablement Tools
Requested by: Sales
Current: [Status]
Goal: [Target]
Open Questions:
- What enablement content/tools are needed?
- Case study integration?
- Sales workflows automation?
4. Tool Stack
| Layer | Current | Target | Decision Needed |
|---|---|---|---|
| Demo hosting | [Current] | [Target] | [?] |
| Partner data | [Current] | [Target] | [?] |
| Agent framework | [Current] | [Target] | [?] |
5. Work Phases
Phase 1: Discovery & Requirements (Week 1)
- Sales defines demo scenarios and success criteria
- Platform scopes technical implementation
- Align on timeline with Sales Engineering Q2 initiative
Deliverable: Approved requirements doc
Phase 2: Infrastructure Setup (Weeks 2-4)
- [Task 1]
- [Task 2]
Deliverable: [What ships]
Phase 3: Demo Build (Weeks 5-8)
- [Task 1]
- [Task 2]
Deliverable: [What ships]
Phase 4: Handoff & Documentation (Weeks 9-10)
- Sales training on demo tools
- Documentation for Sales team
- Transition to maintenance mode
Deliverable: Sales-enabled, Platform-maintained
6. Success Metrics
| Metric | Before | Target (End of Q2) | Owner |
|---|---|---|---|
| Demo environments live | [Count] | [Target count] | Platform |
| Partner mapping automation | [Status] | [Target] | Platform |
| Sales satisfaction | [N/A] | [Target score] | Sales |
| Demo agent capabilities | [List] | [Target list] | Platform |
7. Risks & Mitigations
| Risk | Mitigation | Owner |
|---|---|---|
| Sales requirements shift mid-Q2 | Weekly check-ins; define MVP vs. nice-to-have | Sales lead |
| Demo infrastructure overlaps with AI harness | Reuse harness primitives where possible | Platform |
| Sales/Platform misalignment on “done” | Clear acceptance criteria upfront | Both |
8. Open Questions
- Sales lead/contact: Who in Sales owns requirements and acceptance?
- Demo scenarios: What specific demos does Sales need by Q2 end?
- Partner mapping scope: What partners, what data, what integration?
- Maintenance model: Does Platform maintain demos, or hand off to Sales?
- Timeline alignment: How does this fit with Sales Engineering Q2 initiative dates?
9. Next Steps
- Identify Sales lead for requirements (owner: Platform) — Due: [Date]
- Requirements gathering session (owner: Sales + Platform) — Due: [Date]
- Define Phase 1-4 scope and dates (owner: Platform) — Due: [Date]
- Create Linear project under Sales Engineering Q2 (owner: Platform) — Due: [Date]
10. Related Resources
| Resource | Location | Description |
|---|---|---|
| Platform Team Charter | knowledge/platform/TEAM-CHARTER.md | How Platform works with other teams |
| Sales Engineering Q2 Initiative | Linear | Existing initiative (6 projects, target: June 30) |
| AI Execution Harness | knowledge/plans/q2-platform-ai-harness.md | Reusable primitives for demo agents |
Last updated: 2026-03-24 (template — requires Sales + Platform alignment)