Field Notes

What the field keeps showing

Writing on how presales teams actually run deals. Some of it comes from an ongoing benchmark, measured in the room with real teams. The rest comes from installing this work and watching what survives the quarter.

Measured, not asserted

Six anonymous questions, answered live by whole teams. These are findings to date from a study that is still open.

Deal Flow Benchmark

What do sales engineers say they are missing?

Asked an open question, they do not ask for tools and rarely ask for people. One word dominates, and it is the part of the process they usually arrive too late to influence.

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Deal Flow Benchmark

When do sales engineers enter the deal?

Most engineers inherit a question somebody else asked. Entry point varies more between teams than anything else measured, and it changes the outcome least.

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Deal Flow Benchmark

Where does a sales engineer’s time actually go?

Nobody is spending most of their week on deals they believe in. Not one person in the field has ever put themselves above eighty percent.

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Deal Flow Benchmark

What happens when a sales engineer does not believe in a deal?

They speak up. It changes the deal about one time in five, and it travels as an aside that leaves no trace in any system.

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Deal Flow Benchmark

Do sales engineering teams run deals the same way?

Across every team measured, one single person has ever said yes.

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What happens after the technical win

Deal management

Why do deals die after the technical win?

The evaluation is won and nothing happens. Most of these are lost to indecision rather than a competitor, and the person who saw it coming told one person who could not act on it neutrally.

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Deal management

What is a technical win, and why is it not a forecast?

It confirms the product is not the obstacle. It says nothing about money, urgency or who is accountable for deciding, which is why technically won deals sit still.

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Deal management

Is MEDDIC enough for a sales engineering team?

For qualifying a deal, yes, and it is good at it. What it never set out to describe is how an engineer runs their part after technical validation.

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The session, and the slot it goes in

Sales kickoff

Where in a kickoff agenda does behaviour actually change?

A slot by slot read of a two day kickoff, what each one is good for, and why the session that has to change something usually lands where attention has already gone.

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Sales kickoff

What should the AI session at your kickoff do?

AI readiness dominates the 2027 theme lists and most of the sessions stay abstract. The platforms work at the level they were built for. What an hour can add is the layer underneath.

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Sales kickoff

What makes a sales kickoff game worth the hour?

An honest look at trivia, escape rooms, pitch offs and the rest, what each is genuinely good for, and the one question almost nobody asks before booking one.

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Sales kickoff

What should your 2027 sales kickoff theme be?

Six situations a company can be in going into a kickoff, the theme that fits each, and why the banner is the part that matters least.

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Sales kickoff

Why does sales kickoff training stop working by February?

Not because people forget it. Ninety two percent already speak up about a weak deal. The behaviour has nowhere to go and leaves no trace, and no amount of training changes a route.

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Sales kickoff

Your kickoff has one job the agenda keeps missing

By the second afternoon the room is polite and full, and almost nothing survives the flight home. Two formats, and how to choose between them.

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Run the benchmark with your own team

Six questions, fifteen minutes, answered anonymously inside a meeting your team already has. You get a written read on your own numbers and where they sit against the field. It is free and it stays free.

Book a slot for your team

Staffing, measurement and ramp

What is the right ratio of sales engineers to account executives?

The figures quoted as standards are averages of very different companies. The question underneath is coverage against deals that are genuinely real.

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How do you measure presales effectiveness?

Most presales metrics count activity. The ones that matter track judgment, and whether a correct early read changes anything.

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How long does it take to ramp a new sales engineer?

Six months is the figure most leaders recognise. The length is set by deal judgment, and only one of the two curves gets taught.

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