Uncovering O&M Opportunities
Having conversations with customers
Description
Overview
In this module, you’ll learn how to talk about Sitetracker’s Operations & Maintenance (O&M) capabilities in a way that makes sense to customers. You already know what features like Tickets, Jobs, and Assets do—now it’s time to put that knowledge into action. You’ll practice spotting when a customer is dealing with O&M challenges, asking the right discovery questions, and translating Sitetracker features into business value they care about. By the end, you’ll feel confident having foundational O&M conversations that connect customer needs to the power of our platform.
Description Objectives
Key Signals a Customer Has O&M Activities:
They maintain physical infrastructure (e.g., sites, equipment, assets)
They manage field crews or contractors
They deal with planned or unplanned maintenance
They reference service-level agreements (SLAs)
They talk about outages, downtime, repairs, or inspections
They want better control over service costs, time, and materials
Concepts
Sample Discovery Questions to Identify O&M Needs
Maintenance Activities
Asset Visibility
Work Execution
What tools do your teams use to manage field work today?
How do you currently manage preventive and corrective maintenance?
Do you have a clear history of what’s been done to each asset?
Scheduling & Dispatch
Parts & Inventory
Compliance & Safety
Do you have any challenges with parts availability or tracking where they’re used?
What safety checks or documentation are required before or after a job?
How do you assign and track technician work?
Description
Scenarios
In the next few slides, you’ll step into realistic customer conversations. Some scenarios will ask you to choose the best discovery question to uncover O&M needs. Others will ask you to decide which Sitetracker capability best addresses a customer’s problem. Pay close attention to what the customer says, think about what they’re really trying to solve, and use your product knowledge to respond effectively. Don’t worry about getting it perfect—this is your space to practice and learn.
We don’t always know what the techs are doing or whether a job is really done.
Next Scenario
We can’t always confirm that field work was done properly.
Next Scenario
We want to move from reactive fixes to a more planned approach.
Next Scenario
We have a lot of equipment, but we can’t always tell what’s been serviced.
Concepts
Wrap-Up: From Features to Conversations
You’ve learned how to recognize customer signals, ask smart discovery questions, and connect Sitetracker capabilities to real-world operational needs.
✔ You know what our core O&M features do. ✔ You know how customers describe their challenges. ✔ And now, you know how to bridge the two with confidence.
Use the arrow in the top right to move to the next module
Uncovering O&M Opportunities
Raymie Corpuel
Created on October 24, 2025
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Transcript
Uncovering O&M Opportunities
Having conversations with customers
Description
Overview
In this module, you’ll learn how to talk about Sitetracker’s Operations & Maintenance (O&M) capabilities in a way that makes sense to customers. You already know what features like Tickets, Jobs, and Assets do—now it’s time to put that knowledge into action. You’ll practice spotting when a customer is dealing with O&M challenges, asking the right discovery questions, and translating Sitetracker features into business value they care about. By the end, you’ll feel confident having foundational O&M conversations that connect customer needs to the power of our platform.
Description Objectives
Key Signals a Customer Has O&M Activities:
They maintain physical infrastructure (e.g., sites, equipment, assets)
They manage field crews or contractors
They deal with planned or unplanned maintenance
They reference service-level agreements (SLAs)
They talk about outages, downtime, repairs, or inspections
They want better control over service costs, time, and materials
Concepts
Sample Discovery Questions to Identify O&M Needs
Maintenance Activities
Asset Visibility
Work Execution
What tools do your teams use to manage field work today?
How do you currently manage preventive and corrective maintenance?
Do you have a clear history of what’s been done to each asset?
Scheduling & Dispatch
Parts & Inventory
Compliance & Safety
Do you have any challenges with parts availability or tracking where they’re used?
What safety checks or documentation are required before or after a job?
How do you assign and track technician work?
Description
Scenarios
In the next few slides, you’ll step into realistic customer conversations. Some scenarios will ask you to choose the best discovery question to uncover O&M needs. Others will ask you to decide which Sitetracker capability best addresses a customer’s problem. Pay close attention to what the customer says, think about what they’re really trying to solve, and use your product knowledge to respond effectively. Don’t worry about getting it perfect—this is your space to practice and learn.
We don’t always know what the techs are doing or whether a job is really done.
Next Scenario
We can’t always confirm that field work was done properly.
Next Scenario
We want to move from reactive fixes to a more planned approach.
Next Scenario
We have a lot of equipment, but we can’t always tell what’s been serviced.
Concepts
Wrap-Up: From Features to Conversations
You’ve learned how to recognize customer signals, ask smart discovery questions, and connect Sitetracker capabilities to real-world operational needs.
✔ You know what our core O&M features do. ✔ You know how customers describe their challenges. ✔ And now, you know how to bridge the two with confidence.
Use the arrow in the top right to move to the next module