Product Demo Script
Docs + Word6 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 8 · US Letter
- Style
- Modern
- Difficulty
- Beginner
- Updated
- November 5, 2026
Every page (8)
Overview
A proof of concept goes wrong when nobody agreed what it had to prove. This plan fixes the scope, test cases, sample data, success criteria, timeline and sign-off in one document, so the buyer and the sales team judge the same evidence. Each page follows the order you will use it in, from what is in and out of scope to who signs at the end.
The sample shows Greystone Distribution running a 16-working-day proof for a warehouse buyer, with four success criteria, a 25,000-order test extract and a go or no-go decision on day 14. Every name, figure and date is fictional. Replace the scope, tests and success measures with what you agreed in discovery, and keep the decision date in the plan.
Useful for
- A solution engineer agreeing the scope of a proof with a buyer's IT team
- An account executive checking that the proof ties back to the discovery notes
- A buyer's evaluator reviewing the test cases before a 16-day trial starts
What's included
- Scope: what is in and out of the proof, with assumptions defined
- Test cases: grouped checklist with owners, due dates and negative tests
- Data: the sample extract, a trend chart and the channel mix
- Success criteria: four measures with targets, owners and pass rules
- Timeline: a 16-day Gantt with the decision day marked, plus a rollout view
- Sign-off: approvals for the plan and the agreement terms for both parties
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the scope, test cases and success criteria with the points agreed in your discovery notes.
- 3
Swap the sample extract and figures for your own test data, and state the date each figure was taken.
- 4
Name real owners and dates for each test, then send the signed plan to the buyer before the proof starts.
- 5
Delete the guide page, then share the plan with the buyer or present it at the kick-off call.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Is the data in this template real?
No. Greystone Distribution, its people, the buyer and every figure are fictional sample data. Replace them with your own discovery notes and test results before you share the plan.
How long should a proof of concept run?
Most proofs run 14 to 30 days. Keep the window short enough that the buyer stays engaged, and fix the end date and the decision meeting in the plan from the start.
What if the success criteria are not met?
Record each missed measure with its owner and cause at the decision meeting. Agree in writing whether to stop, fix and retest, or change the scope, so that the proof always ends.
- #poc-plan
- #demo-script
- #sales-demo
- #success-criteria
- #technical-sales
- #proof-of-concept
Related templates
Trade Show Demo Script
Docs + Word5 pages
Free
Lead Intake Webhook
n8n
Free
