Plan the evaluation
Agree an evaluation plan with the buyer, with pilot users, success criteria, checkpoints and a decision date.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads call transcripts, the buyer's requirements, stakeholders and timeline, narrowed by what you ask
- 3Reason
Tie every checkpoint to a success criterion the buyer stated
- 4Act
Draft an evaluation plan with users, success criteria, checkpoints and a decision date, returned in Ask Avoma
- 5Human judgment
Rep agrees the plan with the buyer
Prompt
Build a customer evaluation plan using discussed requirements, pilot participants, success criteria, checkpoints, and decision timelines.
Draft an evaluation plan for [Account] from our calls. Include the pilot users, the success criteria they stated, checkpoint dates, security or procurement steps, and a decision review date that works back from [target date].
What good looks like
Evaluations end in a decision when the success criteria are agreed up front.
Write down the buyer's success criteria
A trial without them can't pass or fail.
Set a decision date before the trial starts
Open-ended trials drift for months.
Book checkpoints into the calendar
Checkpoints keep the buyer's team using the product.
Customer stories
What teams say
It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.
Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
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