Hello Colleagues:

We are a rapidly growing software product company and working to refine how our professional services team engages
with the sales team in software lead deals. The sales team follows a fairly structured seven stage methodology. I am looking for any
documentation or processes that articulate how PS engages with sales during that life cycle.

I’d also be interested to understand account ownership considerations. Since PS is currently the eyes and ears on the
ground, we have that ownership. We drive semi-annual account plans that focus on customer satisfaction, aligning our company with the
customer objectives, and ultimately the software and services we can provide. We now have many more customers in place compared to when
we set up that approach. I’d be interested in hearing the way others are handling the overall account management, and if you have
any PPTs or docs that you use to communicate that approach internally or with your customers.

I know this is a pretty broad request, so thanks in advance for any assistance!

Regards,

Scott V.