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You're tracking dozens of opportunities across meetings, emails, and chat threads — and the context never comes back together. Nate and Ava on taming the 'octopus' with AI, without requesting seventeen integrations.
Pick one weekly decision that's currently a scramble. Build the smallest possible loop to answer it — one raw inbox, one weekly curation hour, one sharp question — before you request a single integration.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
Series finale (part 4 of 4) on hiring the right SE. Three interviewers, the same candidate, three completely different evaluations — and the most senior person in the room won the debrief. Four months later: performance plan. The structured scorecard that fixes the unstructured-evaluation problem.
Build your scorecard before the next interview. Categories down the left, one-to-three scale across the top. Define what a 1 and a 3 look like for each category — write it down so every interviewer is grading the same exam. Score during, not after. Submit blind. And decide based on the pattern, not the peak.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
Part 3 of 4 on hiring the right SE. The standard behavioral interview is a storytelling contest — every experienced SE has a polished version of every story. Live scenarios show you what candidates will actually do.
Add a live scenario round to your SE interview. Pick one — the multi-audience demo, the competitor objection, or the blocked deal. Give a two-sentence setup. Watch how they think, not just what they say. And if you can, put an AE on the panel. The person who'll partner with this SE every day deserves a voice in the hiring decision.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
Part 2 of 4 on hiring the right SE. A candidate confidently answered a technical question completely wrong, and that moment told the interviewers everything. Two interview signals that predict an SE's ceiling: coachability and self-awareness.
Add two moments to your next SE interview. First — ask a question the candidate probably can't answer. Bluff, shutdown, or honest reasoning? Second — give real feedback after a role-play, mixing a valid note with a matter-of-style one. Do they integrate, debate, or deflect? Those two moments tell you more about a person's ceiling than anything on their LinkedIn.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
Part 1 of a four-part series on hiring the right SE. The perfect-on-paper hire who fell apart in month three — and the reframe that changed how Ava interviews. Stop screening for what people have done. Screen for how they think, how they handle pressure, and how they respond when you tell them they got it wrong.
Before your next SE interview, audit your questions. How many test knowledge versus how many test thinking? If more than half are "tell me about a time when" — you're screening for storytelling, not for the skills that matter. Add one role-play. Add one real-time feedback moment. Watch what happens.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
An SE Manager complained her SEs weren't getting briefed before customer calls. The honest follow-up question: "Did they ASK for a briefing?" They hadn't. They just showed up and hoped. There's a better playbook — light from the SE side, structural from the leadership side.
Give your SEs one pre-call question — even just one. "What's the pain and who's in the room?" Make it casual, make it Slack, make it thirty seconds. Track which AEs go consistently dark. That pattern is the conversation you bring to sales leadership — with data, not complaints.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
An SE got the call request with fifteen minutes' notice: "The prospect just wants to see the product. Don't overthink it." She ran the generic demo. Two weeks later the deal was dead. There's a better move — and it doesn't require winning the discovery-vs-demo argument with your AE.
Next time an AE says "just show them the product," don't argue. Take the meeting. Coach your SE to open with three questions before a single screen gets shared. After the call, send the AE what you learned. Prove the model through results, not philosophy.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
An SE leader pulled his utilization numbers and found 31% of customer-facing hours going to deals that never made it past stage two. The fix wasn't more discipline — it was a written, signed-off definition of what must be true before a deal gets SE time.
Sit with your sales counterpart and define, on paper, what must be true before a deal gets SE time. Four green-light criteria, four red flags. Share it with both teams. And when someone pushes back, point to the page — not the person.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
A presales leader who built a thirty-person SE team just took a job as Head of Sales. In his first month he discovered the parts of the funnel he had never seen as an SE leader — and the parts of his old frustrations that suddenly made sense from the AE chair.
You don't need to switch roles to switch perspectives. This quarter, arrange for one of your SEs — or yourself — to shadow an AE for a full week. And when you come back, don't just share what you learned. Propose one concrete change to how the two teams plan, share information, and own outcomes together.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
An SE leader built a system that scores every customer call on two categories — compelling event and technical win — using conversation intelligence plus a custom rubric. The aggregate scores per deal and per SE replace win-rate post-mortems with real-time coaching.
Pick two categories that matter most for your sales motion. Write down what a one and a five look like — concrete, not aspirational. Start scoring calls and aggregating per deal. When you roll it out, lead with the rubric and do the training yourself. Make it a development tool that happens to produce data, not a surveillance system that happens to coach.
🚀 Join the PreSales Leadership Community: serockstars.com/community
🔗 Resources & Links: paths.to/presales
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