Sandbox Environment Demo

Set up 5-8 sandbox environments for qualified prospects after discovery; provision with sample data relevant to their industry and use case.

Create sandbox kickoff guide: step-by-step instructions for getting started, key workflows to test, sample data available, how to add their own data if applicable.

Send sandbox access with personalized onboarding: 'Here's your hands-on environment to test [specific use cases discussed]. I've pre-loaded [relevant sample data]. Start with [suggested workflow]'.

Schedule 30-minute sandbox walkthrough call: demonstrate key features, show how to accomplish their specific use cases, answer questions, encourage experimentation.

Track sandbox usage in PostHog: logins, features accessed, time spent, workflows completed, data uploaded, errors encountered.

Implement proactive check-ins: reach out when sandbox shows low usage, offer help when errors occur, celebrate when key milestones are achieved.

Create sandbox success checklist: 3-5 key workflows or outcomes for prospect to validate; track completion in PostHog.

Set pass threshold: Provision sandboxes for ≥5 opportunities in 1 week with ≥60% showing active usage (3+ sessions, 30+ minutes total).

Measure sandbox effectiveness: track correlation between sandbox usage and demo-to-proposal conversion, deal velocity, close rate.

Document which sandbox approaches and check-in strategies drive highest engagement; proceed to Baseline if threshold met.