Sales Proof of Concept Template
Collaborate with customers to design a solution that solves their business needs.
Overview
We're excited to work with {Company Name} to accomplish {XYZ} 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.
{Company Representative}
{Sales Director}
The Best Way to Work With Prospects and Customers
Timeline
We'll be working together over the next month. {Company 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. Jane) | ||
MM/DD | Deliverable | Present Business Case to Chief Financial Officer (eg. Bill) |
Evaluation Team
- Jasmine Samuel, VP of Sales
- Lucy Matthews, Head of RevOps
- Jane Doe, CRO
- Bill, CFO
Success Criteria
We’ve heard that {Company name}'s criteria for success will be determined by:
Your Investment
Solution for {Company}
{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 | 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 {Company}, your team will benefit from {rationale}. We worked with {Jasmine} to estimate those savings – here’s our projection:
(Name) and the (Company) team are phenomenal. They helped us increase our revenue by 35%
John Doe | CEO, Company Inc.
Ready to Get Started?
Contact Us
Phone | Website | Email