MenuClose
Solutions
Product
Templates
Pricing
Resources

POC and Pilot Plan

Name the deal in the form below. Cobl writes the pilot plan with scope, success criteria, roles and timeline, then the results report.

Pilot plan
A pilot plan with clear success criteria, then the results report.
true
true
true
Discovery notes (opt.)
Which deal is the pilot for?

Trusted by 1700+ teams to close deals faster.

Customer logos: Vinci Energies, Orano, Econocom, Ayming, Paragon, Randstad, Free, Adista, Alcatel-Lucent

Try it with Cobl

Write the pilot plan for this deal.

Covered by

Get scope, success criteria, roles and timeline in one document.

Which criteria will prove success?

Covered by

See measurable criteria agreed with the buyer.

Who does what during the pilot?

Covered by

Get a clear split of roles on both sides.

Write the pilot results report.

Covered by

Receive a report that compares results with the criteria.

Try it with Cobl

Run a pilot that leads to a decision

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.t{display:flex;align-items:center;gap:11px;width:300px;box-sizing:border-box;background:#fff;border-radius:10px;padding:13px 15px;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10)}.bx{width:16px;height:16px;border-radius:5px;flex:none;display:flex;align-items:center;justify-content:center;background:#181818;box-shadow:inset 0 0 0 1.5px #181818;animation:ck 5s infinite}.bx svg{animation:ckv 5s infinite}.tx{font-size:13.5px;font-weight:600;white-space:nowrap}.mt{font-size:12px;color:#767473;margin-left:auto;white-space:nowrap}@keyframes ck{0%,30%{background:#fff;box-shadow:inset 0 0 0 1.5px #c9c7c5}36%,92%{background:#181818;box-shadow:inset 0 0 0 1.5px #181818}100%{background:#fff;box-shadow:inset 0 0 0 1.5px #c9c7c5}}@keyframes ckv{0%,32%{opacity:0}38%,92%{opacity:1}100%{opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="t"><span class="bx"><svg width="12" height="12" viewBox="0 0 12 12"><path d="M2.5 6.2 5 8.6 9.5 3.6" fill="none" stroke="#fff" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round"/></svg></span><span class="tx">Success criteria agreed</span><span class="mt">Marta K.</span></div></div></body></html>

Agree on success first

Measurable criteria set with the buyer before the start.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.pp{width:290px;box-sizing:border-box;background:#fff;border-radius:14px;padding:8px 16px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10)}.r{display:flex;align-items:center;gap:10px;padding:9px 0}.r+.r{border-top:1px solid #f0efee}.av{width:28px;height:28px;border-radius:99px;display:flex;align-items:center;justify-content:center;font-size:11px;font-weight:600;flex:none}.nm{font-size:14px;font-weight:500;white-space:nowrap}.nm span{color:#767473;font-weight:400}.ro{margin-left:auto;font-size:12px;font-weight:500;color:#545352;background:#f3f2f1;border-radius:99px;padding:3px 9px;white-space:nowrap}.ro{animation:pop 5s infinite backwards}.r:nth-child(2) .ro{animation-delay:.25s}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="pp"><div class="r"><span class="av" style="background:#e2ebff;color:#1c4ed8">MK</span><span class="nm">Marta K. <span>COO</span></span><span class="ro">Tests · wk 1–4</span></div><div class="r"><span class="av" style="background:#dcf5e4;color:#137a41">You</span><span class="nm">You <span>AE</span></span><span class="ro">Set-up · wk 0</span></div></div></div></body></html>

Clear scope and roles

What is tested, by whom, and when.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.sl{width:256px;height:144px;box-sizing:border-box;background:#fff;border-radius:6px;padding:16px 18px;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10);display:flex;flex-direction:column}.k{font-size:8px;letter-spacing:.12em;color:#767473;text-transform:uppercase}.h{font-size:24px;line-height:1.1;margin-top:10px}.p{margin-top:auto;align-self:flex-start;background:#9eff78;border-radius:99px;padding:4px 10px;font-size:12px;font-weight:600;white-space:nowrap;animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="sl"><div class="k">Pilot results · Port of Rennes</div><div class="h serif">3 of 3 criteria met</div><span class="p">Next step: roll out to 12 sites</span></div></div></body></html>

From results to decision

A results report that leads to the next step.