01Before the POC
Start every POC prepared
Agree what the client will prove before day one. Pick the people it goes to, and the pre workshop email fills in their minimum requirements and success criteria from what you already know.
Early accessNow inviting SE teams
Every POC, on the record
Tasks, evidence and reports for every proof of value. Read from your inbox, approved by you.
Works with Gmail and Google Calendar, read only
Read from Priya’s email
Your inbox, turned into the record.
Reads Gmail and Google Calendar, read only. It never sends, changes or deletes.
You approve what goes on the record. Tasks, criteria, contacts and stages wait for you in Updates.
Private to you. Every task it proposes quotes the email it came from.
Halden Bank
POV LiveDecision due Fri 30 Oct3 people
Inbox read at 07:00
Priya Raman, Mon 12 Oct
Thanks for yesterday. The team liked how fast the asset import ran.
Could you send the SSO test plan before Thursday’s call? Our IAM lead wants to review it first.
Client askedNeeds you
Send the SSO test plan
Due Thu 15 OctOwner: you
ApproveDismiss
For the people who prove it works
Your emails and reports, filled in from the record
Pick the client and who it goes to. Names, dates, criteria and open questions fill in. Emails you keep sending are spotted and offered as templates. You send it yourself.
Pre workshop email
5 days before the workshop
Meeting follow up
The same day as the meeting
POV plan
Within a week of the workshop
Weekly recap
After each touch base
Answers to questions
When the answers are ready
Check in
When a deal goes quiet
Your own emails
Write it once, fill it in for any client
Friday report
Every client, for your manager
CSM handover
Everything Customer Success needs
POC outcome
Every criterion with its evidence
SE Desk helps you before, during and after every POC.
02During the POC
Catch every ask and every promise
SE Desk reads each client's mail and meetings, each time you run it, and proposes what changed: what they asked, what you promised, the reply you still owe. Each task comes with its quote.
03At the decision
Walk into the decision with evidence
Record the proof against each criterion as the client tests: the test run, the recording, who signed it off. When the decision meeting comes, the POC outcome is already written.
04After the win
Hand over without starting from zero
When you win, Customer Success gets everything: what was proved, who was involved, what was promised and what is still open.
Coming soon: SE Desk in Claude
Ask your POCs anything
“What’s stalled this week?” “Draft my Friday report.” Ask from Claude and get the answer from your own records. It acts as you, and sees only what you can see.
What's stalled this week?
SE DeskAll active POCs
Two POCs need a push:
Kestrel Health. No client reply in 12 days, with the workshop coming up.
Halden Bank. The SSO test plan is due Thursday and isn't sent yet.
Everything a POC needs, in one place
Every client on one board
Discovery to Decision. A deal that goes quiet is marked on the board, so it gets a call before it gets lost.
Know who owns what
Every task has an owner: you, the AE, the client, a partner or the CSM. Only your own overdue tasks count against a POC.
The Friday report, written for you
Every client, what moved and what stalled, ready for your manager and AEs. Written from the record, not from memory.
See which POC needs you first
Every active POC plotted by criteria met and days since the client last wrote. Top left is where to act first.
Get early access
We’re opening SE Desk to a small number of SE teams first. Tell us about yours and we’ll be in touch when there’s a place.
- Set up with you, around how your team already runs POCs
- Early access pricing
- A direct line to the people building it