# DTA Co-Sell Event (External)

## Event Process
1. DTA Program Team elect partners that have access to their program (they can send us a list of Partner One IDs)
2. Invitation to DTA program is sent out to Partner and Seller contacts (list from DTA team)
3. Partners and MS Sellers assemble their "Sales Teams". Teams are assigned an OU (and an ATU for MS teams) and a Primary Contact is selected.
4. "Mass Co-Sell Events" are created for each OU
6. Partners are nominated to OU Events (list from DTA team with ECM additions)
7. "Sales Teams" are invited to provide Heatmaps for the accounts in the OUs they were invited to (invitation is sent to the Primary Contacts of that OUs teams)
8. Co-sell Session requests are opened and MS and Partners can request Co-sell sessions for slots that are available (requests are sent to the Primary Contact of the team). Sessions are suggested based on valuable heatmap overlap.
9. Session requests are reviewed and accepted, declined, or placed in a "later" queue. Once a request for a slot is accepted, the slot is no longer available with the "Sales Teams" involved in that session.
10. Invitation to accepted sessions are sent to all members of the "Sales Teams" including a calendar invite and link to the Teams meeting for that session.
11. The day before the sessions are set to take place, an Upcoming Session Summary email is sent that includes a list of the sessions set to occur and the link to the Teams meeting.
12. Sessions occur
13. The next morning a Session Follow-up email is sent that includes a link to an MS Form where they can provide feedback on their sessions.

## Deliverables
| Deliverable | Complete |
| -------- | --------:|
| Addition of a Program (spoke) for DTA | ✅ |
| Ability for MS Sellers to provide Heatmap Status Reports | ✅ |
| Ability for partners to assemble "Sales Teams" | ✅ |
| Ability for Microsoft Sellers to assemble "Sales Teams" with members of their ATU | ✅ |
| Ability to limit access to specific Programs | ✅ |
| Addition of a "Mass Co-sell Event" wizard, operating UI, emails, and business logic | |
| Ability for a Program to specify an email banner and from address for all program correspondence | |
| Ability for partners and sellers to request Co-sell Sessions and review them | |
| Ability to suggest Co-sell sessions based on Heatmap alignment | |
| Ability to designate a Session request to a "later" queue and automatically send an email to both parties to coordinate | |
| Ability to send out a summary of sessions occurring the next day | |

## Additional Discussed Deliverables
- Reporting Needs:
- Ability to see who attended a scheduled Teams meeting
- Ability to surface Co-sell meetings for integration into existing reporting tools
- Business Rules:
- Auto-reminder after `x` time (configurable)
- Auto-decline requests after `x` time (configurable)
- Auto-remove open meetings `x` days before event date (configurable)
- Ability to re-assign request to another team
- Links back to MyDTA and outlined experience of MyDTA to PEP
- Ability to add someone to a specific session
- Ability to add/remove contacts based on DTA feed
- Flex time

## Input to be provided by DTA
- MS Sellers to invite
- Partners to invite

## Notes
- To ensure the system doesn't get bogged down by too many users at once, we'll be sending invitation emails in waves over the course of a predetermined amount of time.