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Built around your process

SE Desk comes with the stages most SE teams use. If yours work differently, we set it up your way: your stages, your steps, your approvals.

Sketch your processTalk to us

Same desk, different processes

Two examples of teams we could set SE Desk up for. Your own stage names and order are part of what we build for you.

Example

A security software team

Technical POC with an approval to start, and a security review alongside.

  1. Qualify
  2. Technical discovery
  3. POC scopingSales manager approves
  4. POC running
  5. Readout
  6. Commercials

Side flow: Security review from POC scoping

Example

A data platform team

Paid pilot with agreed terms, a business review and procurement at the end.

  1. Discovery
  2. Solution design
  3. Pilot agreementLegal approves
  4. Pilot live
  5. Business review
  6. Contract

Side flow: Procurement from Business review

Set it yourself today

Your admins can change these today, without asking us.

Steps for each stage
With an owner and timing, so every POC follows the same plan.
Side flows of your own
A security review or procurement, started by hand or when a deal reaches a stage.
Minimum requirements and debrief questions
What a client needs in place, and what you ask after each workshop.
Email templates and reports
Filled in from the record, in your words.
A team runbook
Set by your admins, with each SE able to keep their own copy.

We build it for you

Scoped from your sketch and quoted before we start.

Your own stages
Your stage names, how many there are and the order they come in.
Approvals
A stage that can't move on until the right person says yes.
Extra fields
The facts your team tracks on every client.
Reports in your format
Your Friday report, your handover, your readout.
Connect your tools
Bring in or send out what lives in the systems you already use.

How it works

  1. Step 1

    Sketch it

    Start from the closest template and change it until it matches how your team works.

  2. Step 2

    We scope it

    We read it and reply within 2 working days, with questions or a plan.

  3. Step 3

    You get a quote

    For the setup and anything we build, before any work starts.

  4. Step 4

    We set it up with you

    We build it, set it up for your team and walk them through it.

Sketch your process

Pick the closest template, then change it until it looks like how your team works. Nothing is shared until you send it.

Your draft is kept in this browser until you send it.

1Start from a template

Pick the one closest to how your team works. You can change everything next.

2Make it yours

Pick a stage to change it. Add, remove and reorder until it matches.

  1. 01AE

    Qualify the need and the people

    • First call and qualifying questionsAEWeek 1
    • Map the champion, buyer and usersSE

    Moves on when A demo is booked

  2. 02SE

    Show it working on their problem

    • Demo on their own use caseSE
    • Agree the success criteriaClient

    Moves on when They ask for a POC

  3. 03SE

    Kick off the POC in the room

    • Send the pre workshop emailSE5 days before
    • Confirm the minimum requirementsClient1 day before
    • Written recapSEWithin 48 hours

    Moves on when Every named user can log in

  4. 04SE

    Prove each criterion

    • Weekly touch baseSEWeekly
    • Record evidence against each criterionSE
    • Client test scenariosClient

    Moves on when Every criterion is met or failed

  5. 05AE

    Get a clear yes or no

    • Decision readoutSE
    • Business case with the buyerAE

    Moves on when The contract is signed

  6. 06CSM

    Hand over and grow the account

    • Handover to Customer SuccessSE
    • Training workshopsCSM

Stage 1 of 6

Steps in this stage

Side flows

Work that runs alongside the stages, like a security review or procurement.

    3What you need

    What you need from us

    4About you

    Describe the process, not your deals: please leave out client names. We use this only to scope and quote. Privacy

    Questions

    What does it cost?

    It depends on what your process needs. Setting up steps, side flows and templates is quick. Building your own stages or connecting a tool takes longer. You get a quote before anything starts.

    How long does it take?

    Your quote comes with a timeline. Setup alone is days; building something new takes longer.

    What if our process changes later?

    Steps, owners, side flows, requirements and templates your admins can change at any time. Changes to stages or approvals, we make for you.

    Should I include client names?

    No. Describe how your team works, not your deals.

    Who sees what I send?

    Only our team. We use it to scope and quote, and you can ask us to delete it at any time.

    Something else? Write to custom@se-desk.com or see what’s already in the product.