Email

Microsoft 365 Email Discovery Tree

Teams-first routing. Default target: Secure Business when Teams + desktop apps + multi-device are needed.

Set the current situation
What do they currently use?
Teams needed?
Office apps requirement
Device usage
Users (mailboxes)
Inbox usage
Security priority
Add-on triggers (optional)

Tip: You can still recommend add-ons even if security priority is low.

Recommendation

Pick inputs to generate a plan

Your talk track will appear here.

Guide talk track

Set the scenario on the left. This will output an observation, impact, recommendation, and a choice close.

Objection handlers

“Totally fine. If it is email-only and your inbox is light, Essentials is the clean baseline. If storage becomes a pain, Plus is the next step.”

“Because it matches how you work: Teams for collaboration, plus Office licensing for productivity across devices. It reduces tool switching and keeps everything under one setup.”

“You can, and many businesses start there. The upgrade is mainly for reliability, business-grade licensing, collaboration, and support. It is about fewer workarounds over time.”

“If you see phishing or handle sensitive data, Advanced Email Security is worth it. Backup is for restore peace of mind. Archiving is for long-term retention and search.”