Sales
Proof-of-Concept (POC) — Companion Template
Use on kickoff; keep it short, numeric and owned on both sides. Print or save as PDF.
How to use
- Fill this live with the customer on the kickoff call (screen share).
- Time-box to 2–4 weeks; freeze a data snapshot; ≤2 use cases.
- Instrument success on day 1; hold a 20-minute weekly review.
- Pre-agree the commercial path on pass; decide next step on fail (no soft extends).
Tip: maintain a change log for any scope/data shifts with impact and approvals.
POC Charter
| Criterion | Threshold | Owner (sign-off) | Actions |
|---|---|---|---|
| Use case | In scope | Notes | Actions |
|---|---|---|---|
Team & hours/week
| Role | Name | Hours/wk | Responsibilities | Actions |
|---|---|---|---|---|
Risks & counters
| Risk | Counter | Owner | Status | Actions |
|---|---|---|---|---|
Exit & commercial path
Weekly tracker
| Week | Decisions | Blockers | Next actions | Owner | Due | Scope/data changes | Actions |
|---|---|---|---|---|---|---|---|
| W1 | |||||||
| W2 | |||||||
| W3 |
One-page summary table
| Goal | Metric/Target | Use cases | Data/env | Team & hours | Success criteria | Exit path |
|---|---|---|---|---|---|---|