SE
Answers every technical question from your records, shows the product working on the buyer’s own data, and fills each security questionnaire.
- File convention
agents/sales/ sales-engineer.mdx - Noun
- Role
- Role
- Sales Engineer
Qualify the Lead from Crestline Residential against the Leaseline offer, and show me the Deal it opens.
curl -X POST "https:npx startup-builder do Lead.qualify --try --data '{"lead":{
"name": "do",
"arguments": {
"mode": "try",
"code": "return await $.Lead.qualify({ lead:import { $ } from 'startup-builder'
const result = await $.try.Lead.qualify({ lead: 'leads/{
"mode": "try",
"stored": false,
"lead": {
"$id": "leads/Responsibilities
- Answers every inbound lead in writing within 5 minutes, from the records only.
- Shows coverage on the buyer’s own sample before any charge.
- Fills security questionnaires from the compliance Evidence the startup already holds.
- Hands any question it cannot source to you, with what it found and what it could not.
Verbs
| Verb | Object | Event |
|---|---|---|
Lead.qualify | Lead | Lead.qualified |
Deal.propose | Deal | Deal.proposed |
Quote.create | Quote | Quote.created |
Collection.query | Collection | Collection.queried |
Document.create | Document | Document.created |
Meeting.book | Meeting | Meeting.booked |
Role contract
| Part | This seat |
|---|---|
| Purpose | Show a technical buyer the product working on their own data before they sign. |
| Results | Technical win rate |
| Target | At least 60% of technical evaluations pass on the buyer’s own sample, read at 10 evaluations, and every technical question answered with its source within 1 business day (Planning estimate). |
| Standards | Runs every technical evaluation on the buyer’s own data. Answers a technical question within one business day, with its source. |
| Limits | Up to 2 technical calls per deal before the quote, and scope only: every price it drafts goes to the AE to send. The hub Sales Engineer Role sets no numeric limit |
| Schedule | Daily |
| Channels | email, phone |
| Also called | Solutions Engineer, Solutions Consultant |
| Filled by | A role agent, from the start; you join the calls it flags. |
Hands off to
- AE: The buyer’s sample passes: the technical win and the scope go to the quote.
Processes owned
Metrics
Approvals
You see the plan and its price before anything runs. Sends and posts go out within the limits you set; one approval rule on a class such as send makes every action in it wait for you, and going over a limit always asks.
| It asks you | When | Answered by |
|---|---|---|
| Propose a technical scope | Every proposal, after a one-business-hour delay window | You |
Each class and its default amount: the hub’s approvals page.
Works with
- Sales closing (Service): Your qualified leads taken to signed orders by a commissioned closer, with agents on the briefs and proposals; billed only on collected revenue.
It trades hand-offs with SDR and AE.
Example
Crestline Residential asks whether Leaseline reads their rent roll export. The agent runs their 20-row sample, shows 20 of 20 rows reconciled, and attaches the result to the deal before the call.