sales-engineer

Analyzes RFP coverage, builds competitive matrices, and plans POC engagements for pre-sales workflows.

1|Updated May 6, 2026
One-click install
npx skills add https://github.com/surfingalien/FinSurfing --skill sales-engineer-surfingalien
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: sales-engineer
Source: https://github.com/surfingalien/FinSurfing/tree/main/business-growth/skills/sales-engineer
Command: npx skills add https://github.com/surfingalien/FinSurfing --skill sales-engineer-surfingalien

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve? Responding to RFPs, comparing products against competitors, and running proof-of-concept evaluations are time-consuming pre-sales tasks that often rely on ad-hoc spreadsheets and gut feel. This Skill structures the entire sales engineering workflow into five phases with deterministic Python scoring tools, so bid decisions, competitive positioning, and POC go/no-go calls are based on quantified criteria rather than intuition. ## Core Features & Use Cases - RFP Response Analysis: Parse RFP/RFI requirements, compute weighted coverage scores (Must-Have 3x, Should-Have 2x, Nice-to-Have 1x), identify gaps, and generate bid/no-bid recommendations with effort estimates. - Competitive Matrix Building: Score features across products (Full/Partial/Limited/None), calculate weighted category scores, and surface differentiators, vulnerabilities, and win themes. - POC Planning: Generate phased POC plans (Setup, Core Testing, Advanced Testing, Evaluation) with resource hour estimates, success criteria, evaluation scorecards, risk registers, and go/no-go decision frameworks. - Use Case: A sales engineer receives a 21-requirement RFP from a financial services prospect. They run the analyzer against the requirement JSON, get an 84.5% coverage score with a BID recommendation, then use the competitive matrix to position against two rivals and the POC planner to structure a 5-week evaluation. ## Quick Start Ask the assistant to analyze the sample RFP data in this Skill and produce a coverage score with a bid/no-bid recommendation.

Frequently Asked Questions about sales-engineer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze an RFP response for coverage gaps?

Format the RFP requirements as JSON following the sample schema, then run rfp_response_analyzer.py against it. The script scores each requirement as Full, Partial, Planned, or Gap, applies priority weighting, and outputs a coverage percentage with a bid/no-bid recommendation.

How do I build a competitive feature comparison matrix?

Create a JSON file listing categories, features, and per-product scores, then run competitive_matrix_builder.py. It computes weighted competitive scores, identifies differentiators where your product leads, vulnerabilities where competitors lead, and generates win themes.

What criteria determine a bid versus no-bid decision?

The analyzer recommends Bid when coverage exceeds 70% with three or fewer must-have gaps, Conditional Bid for 50-70% coverage, and No-Bid when coverage falls below 50% or must-have gaps exceed three. Strategic value and effort estimates also inform the decision.

How long should a proof of concept run?

The default framework spans five weeks: one week of setup, two weeks of core testing, one week of advanced testing, and one week of evaluation. Low-complexity POCs can compress to three weeks, while high-complexity ones may extend to eight weeks maximum.

What input format do the sales engineering scripts require?

All three scripts accept JSON files as input. The RFP analyzer expects requirements with priority and coverage status, the matrix builder expects categories with per-product feature scores, and the POC planner expects a poc_name plus optional scope items, stakeholders, and complexity.

When should a deal not proceed to a POC?

Avoid POCs when there is no identified champion or decision-maker, no defined success criteria, no budget process underway, or when the request is effectively a free trial with no evaluation commitment. The POC planner flags stakeholder and timeline risks automatically.