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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.


​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}.

Timeline

Phase

1-2 weeks

Phase 1

3-4 weeks

Phase 2

5-6 weeks

Phase 3

Evaluation Team

  • John Smith, Title
  • Jane Doe, Title
  • Richard Roe, Title

Success Criteria


Your Investment

Packages

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}


Shared Next Steps

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Status

Next Steps

✓

Step 1

✓

Step 2

✓

Step 3

✓

Hello

✓

Step 4


ROI Calculator

$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.

Ready to get started?

Contact Us.

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