Sales
On demand
Proof-of-Value Planner Agent
Agree what success looks like.
Plan a small product trial with a clear goal, sample tasks and a way to judge the result.
Plan a 20-case trial and define how we will judge whether it is useful.
- Read the request and supporting information
What it does
Design a small trial that answers a real buying question.
Plan a small product trial with a clear goal, sample tasks and a way to judge the result. Built for solutions and evaluation owners.
Set the evaluation scope
Agree what the buyer wants to learn, the trial scope and who will take part. Baseline examples and past trial lessons can improve the evaluation.
Check readiness to begin
Choose a small set of test cases and decide what success looks like before starting.
Review the exit decision
Get a trial plan and a results checklist to support the next decision.
How it works
Plan a small product trial with a clear goal, sample tasks and a way to judge the result. Built for solutions and evaluation owners.
- Approved documents and context
- Require data permission, owner capacity and measurement readiness before starting. Base the exit recommendation on every criterion and explicit buyer acceptance, not a selectively positive metric. Links to the original information and the date it was checked Optional: permissioned examples of the buyer's current process, including difficult cases, to create a representative baseline. Optional: reviewed outcomes from similar trials, to identify useful measures and known setup risks.
- Keep the trial focused
- Agree a small set of tasks, participants and scope so the team tests the buyer's actual goal.
- Make the next decision easier
- Define success measures and review questions before the trial, giving buyer and seller a common basis for evaluating results.
- Jira · Read evaluation readiness and prepare tasks (draft)
- Track owner-verified prerequisites.
- Google Drive · Read approved dataset and measurement plan (read)
- Use permitted, versioned evaluation evidence.
- Salesforce · Read buyer acceptance criteria (read)
- Keep success definition buyer-agreed.
- Human review and permissions
- Solutions and evaluation owners review the trial plan and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Jira, Google Drive, Salesforce.
02Check what matters
Choose a small set of test cases and decide what success looks like before starting.
03Prepare the result
A small trial with agreed tasks, participants and scope. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Solutions and evaluation owners review the trial plan and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Projects & tasks
Jira
Asana
ClickUp
Documents
Google Drive
Microsoft OneDrive
CRM
Salesforce
HubSpot
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Give a trial a clear purpose and an agreed way to decide whether the solution is worth pursuing.
- Keep the trial focused
- Agree a small set of tasks, participants and scope so the team tests the buyer's actual goal.
- Make the next decision easier
- Define success measures and review questions before the trial, giving buyer and seller a common basis for evaluating results.
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Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.