CUSTOMER INTAKE · GTM TRIAL
Start with the business question, not the meeting notes.
Pre-filled with a sample trial so the shape is clear — but it's live: edit it and create the workspace, or paste a real trial over it. It turns a trial goal into a structured workspace (champion, stakeholders, success criteria) and opens its capture surface.
WHY THIS MATTERS TO JENN
Most enterprise AI trials stall in the handoff: the demo was good, but the champion cannot translate it into a narrative their CISO, Legal, product owner, and customer-experience lead will sign off on. This is the gap the workspace closes while the team stays present with the customer.