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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.

woman in black blazer with brown hair


​{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. John)



MM/DD

Deliverable

Present Business Case to Chief Financial Officer (eg. Bill)


Evaluation Team

  • Jasmine Samuel, VP of Sales
  • Lucy Matthews, Head of RevOps
  • John Doe, CRO
  • Bill Smith, CFO


Success Criteria

We’ve heard that {Company name}'s criteria for success will be determined by:


Your Investment

Packages

Billing frequency

Basic

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

Standard

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

Premium

$12.00 / month
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 {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

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 {Company}, your team will benefit from {rationale}. We worked with {Jasmine} to estimate those savings – here’s our projection:

$100,962
Potential savings after one year


(Name) and the (Company) team are phenomenal. They helped us increase our revenue by 35%
​
​John Doe | CEO, Company Inc.


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