Proof of Concept Request Form

Proof of Concept Request Form — Form Fields

This sales template includes 7 fields. Formally request or approve a proof of concept (POC) engagement with a prospect. Captures business objectives, success criteria, scope, and resource requirements for the POC. Free to customize and use on ZenBuild.

• Prospect Company Name (text, required)
• Account Executive (text, required)
• Expected Deal Value ($) (number, required)
• Proposed POC Duration (dropdown selection, required) — options: 1 week, 2 weeks, 30 days, 60+ days
• Business Objectives for This POC (long text, required)
• Agreed Success Criteria (long text, required)
• Does the prospect have executive sponsorship for this POC? (multiple choice, required) — options: Yes, executive is actively involved, Working on getting exec sponsor, No exec sponsor yet