The POC Plan interaction helps you create customized Proof of Concept plans tailored to your customer’s specific requirements. It outlines the proposed solution, integration path, and success criteria, enabling your team to deliver focused and effective POC plans that align with customer expectations.
Recommended Knowledge Base:
To maximize the effectiveness of the POC Plan interaction, include:
Previous POCs: Examples of previous POCs that can provide context and inspiration for new plans.
Customer Case Studies: Examples of customer success stories that can provide context and inspiration for how to prove value.
Product Documentation: Detailed descriptions of your products, including features, specifications, and use cases.
Technical FAQs: Frequently asked questions and their answers, particularly those that come up often during sales calls or customer support interactions.
Internal Wikis: Any internal documentation that outlines processes, policies, or detailed product information.
How to Use the POC Plan Interaction:
Formulating Prompts:
Provide the customer’s requirements and any additional context directly into the input modal. The more detailed the input, the more tailored and relevant the POC plan will be.Expected Output:
The POC Plan interaction will generate a comprehensive POC plan, including a proposed solution, step-by-step integration guide, and clearly defined success criteria. This plan will be ready to present to the customer as part of your sales process. Generally, we recommend using this output as a first draft of a follow up email to get a head start, then trimming and adjusting it as you see fit.Tuning and Iterating:
If the generated plan needs adjustments, continue refining your inputs within the same thread. The interaction will use the additional information to fine-tune the plan, ensuring it meets the customer’s needs.