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Templates

Proof of concept scorecard

Agree on the tasks that decide a purchase before the trial starts. Then score each one as met, not met or unresolved, with the evidence behind it.

Download CSVCSV file. Opens in Excel, Google Sheets and Numbers.

When to use it

  • Evaluating a brand search monitoring tool over two weeks, or over one week with the shorter plan.
  • Giving the person who sets up the trial and the person who checks the findings the same acceptance sheet.
  • Recording, at the end of the trial, who owns the decision and the conditions for purchase.

What it contains

FieldWhat to write
TaskOne acceptance task, written before day one.
ResultMet, not met or unresolved. Use unresolved when only a promise supports it.
EvidenceA link, export row or screenshot that shows the result.
NotesTime taken, questions asked and anything still missing.

Tips

  • Add a row for any requirement that would block adoption, such as Bing coverage or affiliate ID detection.
  • Record the configuration and the date of any change, so you do not compare different coverage later.

The full guide

A two-week proof of concept for brand search monitoring (with a 7-day version)

These templates work with any monitoring tool. They record your own observations and decisions. They are not legal forms.

Other templates

Fill them with real observations

Ads Lighthouse saves every ad with its search, location, device and time, and exports any table to CSV or Excel.

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