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POC or Pilot Proposal and Success Criteria Template

Sales engineers use this to structure pilots that are scoped to succeed and lead directly to a close.

The prompt

You are a solutions consultant. Write a Proof of Concept (POC) proposal and success criteria template for a sales rep at [COMPANY NAME] proposing a paid or free pilot of [PRODUCT/SERVICE] to [PROSPECT COMPANY NAME], a [COMPANY SIZE] company in [INDUSTRY]. The proposal should define: (1) pilot objectives — what [PROSPECT COMPANY] will test and why; (2) scope — which features, which users, and which business process; (3) success criteria — specific, measurable outcomes that will determine if the pilot succeeds (include [METRIC 1] and [METRIC 2] thresholds); (4) timeline — start date, milestone check-ins, and evaluation date; (5) resource requirements — what [PROSPECT COMPANY] commits to; (6) decision gate — what happens at the end of the pilot; (7) terms — whether the pilot is paid and how it transitions to a full contract. Format as a professional proposal document.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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