AI Workflows for Lean Software Teams

Give Your Sales Team a Solutions Engineer, Before You Hire One.

We build AI workflows that carry the technical side of your deals, from demo prep to security reviews to onboarding, so deals keep moving while your team stays lean.

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Covers the whole deal

From the first demo through security review, the POC, and onboarding.

Works for the team you have

Your AEs and founders run the workflows. No new hire to wait on.

Shaped around how you sell

We build on your product, docs, and process, not a generic AI bot.

Is This You?

Sound Familiar?

These are the signals that your team needs Solutions Engineering velocity—and AI can deliver it long before you can justify the hire.

Your AEs hit a technical wall

Reps can sell the vision but stall on architecture, security, and integration questions.

Demos are generic, not tailored

Every prospect gets the same canned walkthrough because no one has time to customize.

Solution design drags on for days

Security reviews, RFPs, and architecture questions become fire drills that pull people off real work.

The founder is still the only SE

Technical credibility lives with one or two people who should be building product.

Onboarding new customers is chaotic

What got sold doesn’t match what gets delivered, and every implementation starts from scratch.

You know AI could help—but not how

You hear about AI everywhere but have no idea how to operationalize it for your sales motion.

Where AI Plugs In

SE Velocity Across the Whole Deal Cycle

A Solutions Engineer touches every technical moment of a deal—from first call to live customer. We map AI workflows to each of those moments, so your lean team moves like it has one.

01 Discovery & Qualification 02 Tailored Demos 03 Solution Design 04 POC & Evaluation 05 Onboarding & Handoff
See how each stage maps to a workflow →

What Velocity Looks Like

Outcomes You Can Measure

Illustrative ranges for what well-scoped AI workflows can unlock for a lean team.

Hours → Minutes

Solution design & RFP turnaround

Every Demo

Tailored to the prospect, not canned

Faster POCs

Clear criteria, less stalling

SE Coverage

Across the deal cycle, with the team you have

Founder Time Back

Off repetitive technical calls

Smoother Onboarding

What’s sold matches what’s delivered

See full case studies →

Who’s Behind This

Built by a Practicing Solutions Engineering Leader

Nico Castagnola

Nico Castagnola

Founder & Principal Advisor

I lead Solutions Engineering at a large software company and have spent 10+ years inside B2B SaaS—running SE, Solutions Architecture, Implementation, and Technical Account Management from Series A startups to the Fortune 500. I’ve seen exactly what a Solutions Engineer does at every stage of a deal—and which of those moments AI can now handle. Solutions Advisory Partners is where I help leaner teams put that to work. Based in NYC.

Industries & Environments

Fortune 500 Technology Series A–D SaaS eCommerce Platforms FinTech MarTech Enterprise Software
Full bio & approach

How an Engagement Works

From First Call to Working Workflows

A structured path to AI workflows your team actually uses. Every engagement is scoped to your motion and stage.

1

Diagnose

Discovery call to map where your deals lose technical momentum and where AI can help most.

2

Design & Build

Architect and deploy the AI workflows that fit your tools, your data, and your team.

3

Adopt & Scale

Roll out to the team, measure what’s working, and expand into new stages over time.

See the full engagement model →

Flexible Engagement Models

Project-based or ongoing—scoped to your motion and stage. Every engagement starts with a discovery call.

Build a Workflow

Single-scope engagements: identify your highest-leverage technical bottleneck, then design and build the AI workflow that removes it. Fixed scope, clear deliverables, defined timeline.

  • ✓ AI Readiness & Workflow Audit
  • ✓ Demo & POC acceleration workflows
  • ✓ Solution design & RFP response automation
Request a Tailored Quote

Ongoing Partner

+ AI

Your fractional Solutions Engineering partner—rolling out AI workflows across the deal cycle and acting as the technical brain your team doesn’t yet have on staff.

  • ✓ Multiple workflows across pre & post sale
  • ✓ Strategy sessions + async access
  • ✓ Continuous tuning as your motion evolves
Request a Tailored Quote
View all services →

What We Build

An AI Workflow Is a System, Not a Prompt

Buying a ChatGPT seat won’t give your team SE-level velocity. The leverage comes from workflows—connected to your product, your docs, and your CRM—that take a real input and produce a usable output every time.

I approach every engagement the way an engineer approaches a system: find the bottleneck, design the workflow, wire it into your tools, and measure the output. The code motif isn’t decoration—it’s how these workflows actually get built.

demo-prep-workflow.js

const demoPrep = async (prospect) => {

inputs: [

"Discovery call transcript",

"CRM context + tech stack",

"Your product docs"

],

ai.generate({

painPoints: "Mapped to features",

demoFlow: "Tailored narrative",

objections: "Likely + responses"

}),

output: "Demo brief in your inbox"

};

// Real inputs in, usable output out. Every time.

Your Product Is Strong. Your Team Should Move Like It Has an SE.

If your AEs are hitting technical walls, demos feel generic, or onboarding is chaotic—and you can’t yet justify a Solutions Engineer—let’s build the AI workflows that close the gap.

Book a Consult Take the AI Readiness Assessment