A pre-sales operating system, built in Notion
A solutions engineering team running on shared docs, spreadsheets, and tribal knowledge — replaced with one connected workspace covering the entire pre-sales motion.
The problem
Good people, no shared system
The team was closing deals, but every SE tracked deals, POCs, and account knowledge their own way. New hires had no consistent onboarding path. Knowledge left the building whenever someone did. None of it scaled past the size the team already was.
The approach
Design it as one system, not six separate docs
Rather than patch the existing spreadsheets, the workspace was designed around how a deal actually moves — from account context, into a live deal room, through a structured POC, logged as it happens, and backed by a knowledge base every SE could draw from. Onboarding was built as its own module so new hires had a real path in, not a folder of old notes.
What was built
Six connected modules
Customers & Accounts
One record per account — context, history, and stakeholders, linked into everything downstream.
Deal Room
A live workspace per active deal — status, next steps, and the people involved, visible without asking around.
POC / Eval Workspace
A structured space for running technical evaluations — success criteria, timeline, and outcomes tracked consistently across every SE.
Knowledge Hub
Product and competitive knowledge in one searchable place, instead of scattered across chat threads and old decks.
SE Activity Log
A running record of SE work — visible proof of impact, and a base for planning capacity across the team.
Onboarding Hub
A real path for new SEs — structured ramp-up instead of a pile of inherited documents.
Rollout
Phased over 10 weeks
Modules were rolled out in phases rather than all at once — starting with the Deal Room and Customers modules the team touched daily, then layering in POC tracking, the Knowledge Hub, and Onboarding once the core habits were in place. Each phase included live training, not just a handoff doc.
Want something like this for your team?
Every build is designed around your actual workflow — this is one example of what that looks like in practice.