Layer 1

Sales Proof of Concept Template

Collaborate with customers to design a solution that solves their business needs.

◼︎ Overview

We're excited to work with [Client Name] to accomplish [X, Y, Z] and prove that we'll be valuable partner over the long term.

The following workspace includes information around how we'll structure our pilot program.

[Your Name]

[Your Role]

woman in black blazer with brown hair

◼︎ Timeline

The best way to work with prospects and customers

We'll be working together over the next month. [Client Name] will make a decision by [Date].

Date

Type

Next Steps

MM/DD

Meeting

Initial Introduction & Goal Setting

MM/DD

Meeting

Product Demonstration with Chief Revenue Officer (eg. [Name Surname])

MM/DD

Deliverable

Present Business Case to Chief Financial Officer (eg. [Name Surname])

Evaluation Team

  • [Name Surname], VP of Sales
  • [Name Surname], Head of RevOps
  • [Name Surname], CRO
  • [Name Surname], CFO

◼︎ Success Criteria

We’ve heard that [Client Name]'s criteria for success will be determined by:

Rep Adoption

100% of reps using [Company] collateral for their deals

Standardized Collateral

Personalized collateral including videos, ROI calculators, and interactive pricing

Sales productivity

Increase rep productivity (measured by time to close) by 25%

Improve win rates

Achieve a 15% increase in conversion rates due to more engaging, personalized, and interactive sales collateral.

Your Investment

Packages

Basic

$6.00 / month
1
Users
  • Basic support
  • Up to 5GB per month
    ​
Recommended

Standard

$8.00 / month
1
Users
  • 24h support
  • Up to 10GB per month
    ​

Premium

$12.00 / month
1
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Add-ons

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total$750.00

Solution for [Client Name]

[Embed a product video below]

Shared Next Steps

To ensure a smooth and efficient process, we've outlined the next steps in our sales journey. Each step has a designated owner who will be responsible for its successful execution. This way, we can maintain clear communication and stay aligned on our path towards achieving our mutual objectives.

Date

Type

Next Steps

Owner

MM/DD

Meeting

Initial Contact & Info Gathering

XX

MM/DD

Email

Send Proposal and Send Intro Meeting

XX

MM/DD

Call

Follow up Proposal & Confirm Meeting Details

XX

MM/DD

Preparation

Compile Relevant Data and Prepare for Intro Meeting

XX

ROI Calculations

By adopting [Your Company], your team will benefit from [rationale]. We worked with [Name Surname] to estimate those savings – here’s our projection:

$100,962
Potential savings after one year

◼︎ Technical Requirements & Dependencies

To ensure a smooth setup and evaluation, we’ll need the following:

Platform Access & Setup:

  • Admin access for [X users]
  • Approval to install [integration/extension if needed]
  • Whitelist our domain: [yourplatform.com]

Client-side Dependencies.

Area

Requirement

Owner

Due Date

CRM Access

Read access to Salesforce sandbox

[Client Name]

[Date]

IT Support

Allow browser extension install

[Client IT]

[Date]

Legal/InfoSec

NDA approval (if not signed already)

[Client Lead]

[Date]

◼︎ Stakeholders & Roles

To keep things moving smoothly, here’s who’s involved on both sides:

Client Stakeholders.

Name

Role

Responsibilities

[Name Surname]

Project Champion

Internal comms, success tracking

[Name Surname]

Admin / IT Lead

Access setup, technical validation

[Name Surname]

Executive Sponsor

Strategic alignment, escalation point

Our team.

Name

Role

Responsibilities

[Name Surname]

POC Lead

POC coordination, training & support

[Name Surname]

Solutions Consultant

Technical Q&A, use case configuration

[Name Surname] and the [Your Company] team are phenomenal. They helped us increase our revenue by 35%

[Name Surname] | CEO, [Company Name]

Ready to Get Started?

Contact Us

Website | Phone | Email