POC scoping and intake form for enterprise prospects
Build a "POC Scoping & Intake" web application — a public-facing, multi-step intake form that enterprise prospects fill out to scope a proof-of-concept engagement. The goal is to capture everything needed to kick off a trial: stakeholders, technical scope, security/credential status, engagement cadence, team readiness, and success criteria — then hand off cleanly to a kickoff call. Expose it over an HTTP route that serves the form as a hosted web page (no auth required, since prospects fill it out directly). On submit, persist the response and trigger downstream handoff. The form should be a clean, trustworthy B2B SaaS portal (Stripe/Vercel aesthetic — slate/indigo or dark-mode default, rounded corners, subtle shadows, Inter/Roboto). Break it into a 4-step wizard with a progress bar, per-step validation on required fields, and a summary "Success" screen on completion. High-level steps/sections: Stakeholders & contact — prospect email, economic buyer, main builders, credential owner. Scoping, tools & security — use cases, tools required, credential-access status, NDA status with optional file/link attachment. Cadence & timeline — POC duration, weekly build sessions, Slack channel setup, and an embedded scheduling widget to book the kickoff call. Training & enablement — checkboxes for the team's prep level. Success criteria checklist — pre-filled technical milestones plus the ability to add custom criteria. Review & submit — summary of inputs, confirmation, and a prominent prompt to book the kickoff call. On submission, store the intake record (a data store or database), notify the internal team (post to Slack — or your team's chat tool), and optionally create/track the deal (HubSpot — or your CRM). Embed a scheduling component for the kickoff call (Calendly or HubSpot Meetings — or your team's scheduler). If NDA file uploads are supported, store the file in object storage (S3 — or your file store). Keep it a strong starting point: wire the trigger, the form UI, persistence, and the notification/handoff, but leave field-level and styling details flexible for the builder to refine. Tools used: 3B HTTP route (hosted web form), data store/database, Slack, HubSpot (CRM + Meetings), Calendly, S3 (file uploads)
What this prompt builds
A public-facing, multi-step intake form that enterprise prospects complete to scope proof-of-concept engagements. Captures stakeholder details, technical requirements, security status, engagement cadence, and success criteria before handing off to sales and solutions engineering. Replaces outdated POC documentation with a clean, wizard-style web application that triggers downstream notifications and CRM updates.
The problem
Sales and solutions engineering teams struggle when prospects enter proof-of-concept engagements without clear scope, stakeholder alignment, or defined success criteria—outdated intake documents leave gaps that surface only after kickoff. This workflow provides a public-facing, multi-step intake form that captures everything needed upfront: stakeholders, technical scope, credential access status, engagement cadence, team readiness, and success milestones. Prospects complete a clean, trustworthy wizard that validates inputs at each step, embeds scheduling for the kickoff call, and automatically hands off complete, structured data to the AE and SE—setting the stage for a smooth, well-scoped trial.
Solution and impact
Account executives and solutions engineers receive complete, structured POC intake data before the kickoff call, eliminating last-minute scope clarification and accelerating time-to-value. The workflow persists responses, notifies the internal team via Slack, and optionally syncs deal records to the CRM—giving both sides visibility and a smoother handoff. Prospects enjoy a modern, low-friction experience that builds trust and sets clear expectations from day one.