Blog · Tag
smes.
2 posts in this archive.
Team & Workflow
Stop CC-ing your SMEs, part 2
Six weeks after we said stop CC-ing your SMEs on every email, here are the patterns that have actually shown up in disciplined teams. The replacement was not a tool — it was a queue.
PursuitAgent
Team & Workflow
The shadow SMEs who should be on every proposal invite
Three roles answer the hardest questions on most proposals and aren't titled as experts. How to identify them in your org and why they belong on the kickoff invite.
PursuitAgent
See the proposal workflow
Take the 5-minute tour, then start a trial workspace when you're ready to run a real pursuit against your own source material.