Copy each block → paste into Claude Desktop (live CRM connector enabled). Results stay in Claude.
elastic-edm-prod). Do not use fictional or practice accounts.
Install DCOS first if needed: https://dcos.tools.elastic.dev/
Auth issues: Refresh Google Auth.command + Refresh Claude Extension.command, quit Claude (Cmd+Q), reopen.
Pick your #1 account for Challenge 2 TCO.
You are connected to the Digital Chief of Staff (DCOS) MCP extension in Claude Desktop. IMPORTANT: Every name below (dcos_*) is an MCP tool — invoke through the connector. Do NOT run bash or search the filesystem. Run a DCOS readiness check. Execute every step and report pass/fail: 1. dcos_cluster_health 2. dcos_ensure_indices 3. dcos_sfdc_auth_status If auth fails: run Refresh Google Auth.command + Refresh Claude Extension.command, then quit Claude (Cmd+Q) and reopen 4. dcos_sfdc_sync with lookback_days: 1 5. dcos_watchlist_pipeline — confirm live ACV, stage, close date 6. dcos_user_profile — confirm persona and watchlist loaded If dcos_cluster_health fails with HTTP 410 but CRM tools pass: Refresh Claude Extension.command only (Serverless ES — not a CRM auth issue). If you cannot see dcos_* tools: Claude → Settings → Connectors → enable Digital Chief of Staff → Cmd+Q and reopen. If all pass: "✓ DCOS ready — Elasticsearch, CRM, and watchlist OK."
⚠️ MANDATORY — run before any account list output. Do not skip. 1. dcos_sfdc_auth_status 2. dcos_sfdc_sync with lookback_days: 1 3. dcos_watchlist_pipeline — ALL pipeline numbers (ACV, stage, close date, owner) 4. dcos_search — MEDDPIC context only; NEVER use for ACV/stage/close date If live pipeline and dcos_search disagree on dollars, ALWAYS trust dcos_watchlist_pipeline. CRM source is BigQuery RevOps certified only. Pipeline dollars from dcos_watchlist_pipeline — never dcos_search.
DCOS field lab — identify consolidation targets in my territory. Use live CRM only (dcos_watchlist_pipeline, dcos_sfdc_query, dcos_sfdc_list_opportunities, dcos_sfdc_lookup_opportunity). Do NOT invent ARR or account names. Do NOT use practice or fictional accounts. dcos_sfdc_query uses BigQuery SQL on the certified pipeline table. Find accounts/opportunities that match this consolidation profile: - Observability / monitoring spend under ~$150K ARR (or closest field in our CRM) - Multi-vendor sprawl: 3+ tools or subscriptions where visible - Competitive footprint includes any of: Datadog, Dynatrace, Grafana Cloud, Splunk, New Relic - Prefer accounts where Elastic could consolidate metrics + logs + APM on one platform Output a markdown table: | Rank | Account | Observability ARR | Vendors / tools | Contract ARR at risk | Expansion hypothesis | |------|---------|-------------------|-----------------|----------------------|----------------------| List top 10, then highlight top 5. Add one sentence citing Gartner Observability MQ Leader / IT Ops #1 for my #1 account. Ground every dollar and stage in tool output — cite which DCOS tool returned each fact.
For my #1 consolidation target from the previous list: 1. dcos_sfdc_get_account and dcos_sfdc_get_opportunity for the best open opp 2. dcos_search for any MEDDPICC notes on this account (context only — not for ARR) 3. Summarize: tool sprawl, economic buyer signal, 3-bullet discovery hook tied to unified Elastic platform (metrics + logs + APM). Under 200 words — or continue in Challenge 2 DCOS Guide for slides + TCO.
Use dcos_sfdc_query with BigQuery SQL (default CRM — certified RevOps pipeline table): SELECT account_name, opportunity_name, acv, stage_name, opportunity_close_date, opportunity_owner_name FROM Opportunity WHERE pipeline_reporting_disposition = 'Open Pipeline' AND latest_day = true AND acv < 150000 ORDER BY acv DESC LIMIT 25 Show results in a table. If column names differ, use closest fields from tool output and say so. For competitive tool sprawl (Datadog, Dynatrace, Grafana, Splunk, New Relic), supplement with dcos_search notes — do not invent vendors.
Copy each block → paste into Claude Desktop. Use your #1 account + competition from Challenge 1.
Workshop 1 Challenge 2 — my #1 consolidation account from Challenge 1. Use DCOS only for facts (no invented ARR, vendors, or contacts): 1. dcos_sfdc_get_account for that account 2. dcos_sfdc_get_opportunity for the best open observability-related opp 3. dcos_sfdc_query or dcos_search for contacts — roles if available 4. dcos_search for notes/MEDDPICC (context only — not for dollar amounts) Output: - Account + opp snapshot (stage, amount, close date, owner) — cite each DCOS tool - **Competition / sprawl** — list every vendor or tool mentioned in CRM or notes (Datadog, Dynatrace, Grafana, Prometheus, Splunk, New Relic, etc.) - Table: | Name | Title/Role | Why talk to them | Suggested ask |
Same #1 account — using the competition list from the previous prompt. Choose **one primary GTM motion** (Metrics Analyst deck) and defend it in 2–3 sentences: **Displace** — SaaS incumbent renewal; connect Datadog/Grafana → auto-convert dashboards & alerts → live same day; 4× lower TCO vs Datadog. **Consolidate** — Open-source / Prometheus-Mimir-Grafana shop; preserve PromQL and Grafana; Elastic as backend for metrics + logs + APM. **Federated Data Sources** — Bridge when full migration is not yet approved: federated query/analysis across existing metric/log stores (keep data in place), single pane in Kibana/ES|QL, phased move to Elastic ingest later. Then output: ## Recommended motion (name + why for THIS account) ## 90-day steps (numbered 5–7 steps — discovery, technical validation, pilot scope, exec readout, contract/renewal timing as relevant) ## Risks & mitigations (3 bullets) ## Proof points to use (map motion to: 30× queries, 6.6× storage, Gartner MQ Leader / IT Ops #1 where appropriate)
Same account — align TCO to the recommended motion above. Build a **6-slide outline** (sprawl vs Elastic unified). Use **illustrative** dollars in the **15–40% savings** band unless CRM gives real spend — label estimates clearly. Slide 1 — Title: account + motion (Displace / Consolidate / Federated path) Slide 2 — Today: multi-vendor sprawl (name competitors from CRM) Slide 3 — Hidden costs: alert fatigue, MTTR drag, ops toil Slide 4 — Elastic: unified platform OR federated bridge → full consolidate (tie to chosen motion) Slide 5 — TCO: annual savings %, 3-year cumulative, payback months (12–18 typical) Slide 6 — Gartner + next exec ask Add: ## Slide deck outline (bullets for slides 1–6) ## TCO summary - Annual savings: - 3-year cumulative savings: - Payback: … months - Savings %: … (15–40% typical)
Same #1 account — use DCOS contacts and opp owner from prompt 1. 1. **3 next steps** tied to the chosen motion (e.g. federated POC scope, renewal TCO workshop, PromQL parity demo) 2. **Who to talk to this week** — real names from CRM; if missing, "confirm with opp owner: [name]" 3. One **internal** Elastic ask (SE, specialist, manager) Output sections to keep in Claude for Challenge 3: ## Next steps (numbered) ## Who to talk to | Person | Role | This week | Owner | ## One-liner for discovery email (6–10 sentences: pain, Gartner, TCO number, next step — Challenge 3 can expand this)