At some point as an engineer, someone started bringing you into client conversations before the work had even been sold.
Maybe it was framed as âjust in caseâ. Maybe you were there to sanity-check a scope. Maybe you were the one writing the scope. Either way, at some point this stuff became a significant chunk of the job.
Thatâs presales. And thereâs an entire formal role built around it that a lot of MSP engineers donât get introduced to.
In last weeks post, we touched on what this looks likes in large vendors. The titles vary but the job is roughly the same: be the technical layer between what a client thinks they need and what will actually solve their problem.
Run the discovery that gets underneath the stated requirement. Scope the solution, including the risks. Sit across from a decision-maker and translate the technical answer into something they can act on.
There are entire frameworks that get taught for this. MEDDPICC is one. BANT is another, Sales qualification methodologies that teams use to work out whether a deal is even worth spending time on.
They covers things like identifying the real decision-maker, understanding the clientâs actual pain underneath what theyâve described, and figuring out whether thereâs genuine budget and appetite to move. Vendors train their presales people on it. Thereâs certifications, formal training and even commission structures around it.
If youâve been a senior engineer at a lean MSP for a few years, thereâs a solid chance youâve been doing a version of most of this. Without knowing it had a name, let alone acronyms.
I think this hybrid role is more difficult in MSPs, and rarely well enough defined.
In the formal defined version, presales and delivery are separate functions. The presales engineer scopes the solution and hands it to delivery.
At a lean MSP or reseller, and just like me, youâre often both.
Which means when youâre in the presales conversation, youâre running two streams at once. The client-facing one: understanding the requirement, building the solution, making the case, and winning the deal, and then thereâs the delivery track running quietly underneath it. Can we actually support this. Does the team have what they need. What does this look like in 6 months when something breaks at 2am.
That second half is what the formal presales role doesnât usually have to worry about. Itâs the delivery teamâs problem. And itâs what I think makes the MSP version more complex. Because every commitment you make, you have to make knowing youâre the one who has to actually deliver it, which means youâre a little more cautious.
If youâre in this position, youâre not just doing a job that happens to include some presales. Youâre holding a function that larger organisations split across two roles, and most people in it donât realise thatâs what theyâre doing.
Balancing whatâs possible to promise against whatâs possible to deliver means understanding the client, the scope, the team, and the risk in each.
Iâve never had presales in a job title. Delivery has always been at the top of the job description, presales has always been thrown on top.
Once I recognised I was doing two roles, it got easier to tell which one I was in, and which one I actually enjoyed.
Danny đ¤



