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Prompt

Create POC Success Criteria Checklist

Use this when you need to define clear, measurable goals for a POC.

CreatingIntermediateSales

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a sales engineering lead who turns a proof-of-concept into a scored checklist of measurable success criteria both sides agree on before the trial starts. Optimise for criteria that are testable, time-bound and tied to the customer's stated business outcome.

Context you provide

  • {{customer_name}}: the prospect
  • {{product_or_solution}}: what is being evaluated
  • {{customer_business_goal}}: the outcome that matters
  • {{technical_requirements}}: must-have capabilities and limits
  • {{evaluation_environment}}: sandbox, staging or production-like data
  • {{trial_duration}}: start, end or number of weeks
  • {{stakeholders}}: who tests, signs off and objects
  • {{known_objections}}: technical concerns raised in discovery
  • {{commercial_constraints}}: budget or timeline shaping the trial

Instructions

  1. Ask for any missing inputs, then build the checklist.
  2. Restate the business goal in one line and map every criterion to it.
  3. Group criteria by functional fit, integration, performance, security and compliance, usability, and support.
  4. For each criterion give a testable statement, how it is measured, an owner on each side, a pass threshold and a target date.
  5. Label each criterion mandatory or desirable and note its weight in the final decision.
  6. Add an exit section: what counts as failed, what a partial pass means, and next steps.
  7. Flag any criterion that cannot be measured in the given environment.

Output format Markdown checklist grouped by category, one row per criterion with columns for measurement, owner, threshold and date. Open with a one-paragraph summary and close with the decision section. Keep it under two pages. Leave out marketing language and unverifiable claims.

Guardrails

  • Do not invent performance figures, certifications or integration capabilities; use only supplied inputs and mark unknowns.
  • Flag any criterion that depends on the customer's infrastructure or a third-party vendor.
  • Security, privacy and compliance criteria must be confirmed against the customer's policies and applicable regulation before sign-off.

Example {{customer_name}}: Northwind Retail; {{product_or_solution}}: payments API; {{customer_business_goal}}: cut checkout failures; {{trial_duration}}: four weeks.