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Craft POV Success Criteria Intent

Defining POV success criteria manually often means stitching together discovery notes, stakeholder quotes, and rough baselines—then translating it into measurable targets and a pilot plan. SiftHub’s Craft POV Success Criteria intent in the AI Teammate web app automates this by synthesizing your deal context into a structured POV success plan you can share in minutes.

By manually triggering this intent, you can align stakeholders on what success means, how it will be measured, what must be validated technically, and what the POV timeline and gates are—before the pilot begins.

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Getting Started: Triggering “Craft POV Success Criteria”

This intent is available on your AI Teammate landing page.

  1. Locate the Action Card: Open the SiftHub Web App → go to AI Teammate → click Craft POV Success Criteria.
  2. Identify the Prospect: Type the prospect/deal name into the input field.
  3. Submit: Click the arrow or press Enter. AI Teammate will retrieve relevant context from your enabled knowledge sources and synthesize a POV success plan.

Recommended Usage & Use Cases

This intent is most effective after discovery and before POV kickoff, when you need to formalize outcomes and align internal + customer stakeholders.

1) Aligning on “What Success Means” Before the POV Starts

Use this intent to convert high-level goals into measurable criteria.

  • Quantitative targets: Review the Quantitative Success Metrics to confirm baseline → target → threshold is realistic and mutually understood.
  • Qualitative indicators: Use the Qualitative Success Indicators to capture adoption and confidence signals that champions care about (e.g., workflow adoption, reduced stress, improved confidence).

2) Locking Technical Guardrails Early

Prevent mid-POV surprises by making technical validation explicit.

  • Technical validation requirements: Confirm required integrations, repository expectations, auditability, and approval workflows.
  • Compliance readiness: Ensure validation includes the right checks (e.g., audit trails, approval steps, accuracy thresholds) before the pilot scales.

3) Creating a POV Execution Plan With Gates

Turn “we should run a pilot” into a concrete plan.

  • Timeline & milestones: Use the POV Timeline & Milestones to align on phases, duration, key activities, and success gates.
  • Stakeholder engagement: Validate champion ownership, required participants, and how sign-off will happen.

What You’ll Get

A typical POV success criteria draft includes:

  • Coverage summary (what sources were analyzed)
  • Quantitative Success Metrics (baseline, targets, minimum thresholds)
  • Qualitative Success Indicators (adoption, confidence, workflow fit)
  • Technical Validation Requirements (integrations, approvals, audit trails, data readiness)
  • POV Timeline & Milestones with success gates
  • Stakeholder Engagement Plan (champion, participants, sign-off model)
  • Risks & Mitigation (key risks + mitigation strategies)
  • Next Steps (recommended follow-up to confirm fit and finalize POV parameters)

Under the Hood: How the Intent Works

When you trigger this intent, AI Teammate performs a multi-step synthesis across your deal context:

  • Signals extraction: Pulls baselines, requirements, pain points, risks, and stakeholder cues from your enabled knowledge sources.
  • Criteria structuring: Translates those signals into a POV-ready framework: targets, thresholds, gates, timeline, and risks.
  • Data integrity: Respects your source access permissions and applies automatic redaction for sensitive PII.

Expert Tips for the Best Experience

  • Capture baselines early: If certain baselines aren’t available yet, use the draft to identify what needs to be measured in the first week of the POV.
  • Make thresholds measurable: Prefer clear pass/fail criteria (e.g., minimum automation %, turnaround improvement, zero compliance violations) to avoid ambiguity during evaluation.
  • Use as a pre-read: Share the success criteria internally before kickoff so Sales, Solutions, and CS align on the same POV definition.

Recommended Workflow for Crafting POV Success Criteria

  1. Open AI Teammate - Access intents in the SiftHub Web App
  2. Select intent - Click Craft POV Success Criteria
  3. Enter deal name - Provide the prospect/deal name
  4. Review criteria - Validate metrics, thresholds, technical requirements, and gates
  5. Share & align - Share as a pre-read and confirm owners + POV timeline