Proof of Concept (PoC) Review - Enterprise Software Company Template

Meeting Prep Checklist

Review customer's initial business goals and challenges
Recap on the Proof of Concept (PoC) delivered, and its expected benefits
Prepare a presentation on the PoC's performance, based on available data
Prepare answers to potential questions about technical or operational aspects
Plan the meeting's logistics (time, platform, attendees)
Set clear objectives for the meeting like customer feedback or next steps

Meeting Agenda Template

  • Welcome and introductions
  • Review of initial business objectives and needs
  • Presentation of Proof of Concept outcomes
  • Discussion of solution's performance against objectives
  • Feedback from customer on solution's performance
  • Discuss any technical or operational issues encountered
  • Review of next steps and timeline
  • Summary and close

Meeting Notes Template

  • Participant names, roles, and organizations
  • Key points of the PoC performance presentation
  • Customer's feedback on the PoC's performance
  • Technical or operational issues raised by the customer
  • Agreed upon next steps and timeline
  • Any outstanding questions or concerns

Meeting Follow-up Checklist

Enter meeting notes and outcomes into the CRM
Add any new contacts met during the meeting to the CRM
Update any opportunities as necessary in the CRM
Send out a follow-up email summarizing the meeting and confirming next steps
Schedule any agreed-upon next steps or follow-up meetings
Share meeting summary and outcomes with relevant colleagues