Deal Overview
Company
Primary evaluator(s)
Executive sponsor
CloudZero AE
CloudZero SE
POV timeline
Cloud spend
POV Activity Plan
Update dates before sharing. Commercial: 2 weeks. Enterprise: 4 weeks. All working sessions are 60 minutes.
| Target date |
Activity |
Stakeholders |
Status |
| [Date −7d] | Pre-POV: finalize success criteria & sign-off | · · | Not started |
| [Kickoff] | POV kickoff: account connection & data onboarding | · | Not started |
| [+3–5d] | Working session 1: cost allocation configuration | · | Not started |
| [+7–9d] | Working session 2: unit economics & customer mapping | · | Not started |
| [+11–13d] | Working session 3: anomaly detection, dashboards & savings | · | Not started |
| [End POV] | Value & ROI review | · · | Not started |
| [+5d] | POV wrap-up: executive presentation | · · | Not started |
Problem Statements & Business Outcomes
Current state, business impact, and desired solution — written in the prospect's language. Remove unused blocks.
Success Criteria
Select use cases in the Technical Scoping tab — success criteria will populate automatically based on what's in scope for this account.
| Use case |
What this means for [account] |
Metric / target |
Status |
| No use cases selected yet — go to Technical Scoping tab to choose use cases in scope. |
Roles & Responsibilities
CloudZero will:
Provide a trial environment for the duration of the POV
Commit technical resources (SE) for all working sessions
Demonstrate each use case within the [Account] environment
Deliver a Value & Savings Report at end of POV
Provide executive presentation summarizing POV outcomes
[Account] will:
Configure cloud billing access before kickoff (CUR, billing exports)
Commit to at least one working session per week
Complete technical scoping before kickoff
Provide Kubernetes agent deployment access (if applicable)
Ensure exec sponsor attends the wrap-up presentation
Internal — SE use only
Technical Scoping & Use Cases
Select the use cases in scope, complete the fields that appear. Do not share with prospect.
SE
Use Cases in Scope
Check each bucket that applies. Sub-use-cases and required technical questions expand automatically.
Reduce Risk from Uncontrolled Cloud Spend
Cost attribution, efficient growth, automated reporting
›
Enable Cost Attribution
Allocate cloud & AI costs to teams, products, environments, or customers.
Granular Cost Mapping
Cost sources in scope
Select all that apply
Flexible Attribution Engine
Shared cost allocation needed?
Drive Efficient Growth & Predictable Innovation
Monitor how spend scales with business growth to spot when costs outpace value.
Spend dimensions needed
Pre-populated from Sybill context where available — review and adjust
Product lineEngineering teamCustomerFeatureEnvironmentBusiness unitCost center
Prevent Manual Reporting Errors
Automate reporting and forecasting to eliminate manual spreadsheet processes.
How are unexpected costs found today?
Alert routing
SlackEmailPagerDutyJiraServiceNowTeams
Minimize Waste
Optimization, anomaly detection, commitment management
›
Optimize Cloud, SaaS/IaaS & AI Infrastructure
Identify inefficient resources across all providers to optimize usage.
Automated Waste Detection
Where does the team suspect waste exists today?
Idle / stopped EC2Oversized instancesOrphaned EBS volumesUnused load balancersDev environments left runningDuplicate SaaS tools
Team-Centric Optimization
Who owns optimization decisions?
Detect Anomalies
Surface unexpected AI and cloud cost spikes with real-time alerts.
Highest-risk services for spikes
EC2 autoscalingData transferLambdaRDSS3AI / LLM API callsKubernetes
Manage Commitment-Based Discounts
Track and optimize reserved instances, savings plans, and other commitments.
Current commitment coverage
Maximize Profit
Unit economics, cost per customer, margin improvement
›
Understand Unit Economics
Drill into cost per customer, per product, or per feature to assess pricing strategies.
Unit Economics Trend Analysis
What is the unit?
CustomerTransactionAPI callSurveyUserFeatureSubscription tier
Data source for the unit metric
Reduce Cost Per Customer
Identify where expensive resources impact specific offerings to enable more efficient architectures.
Top cost-driving services per customer workload
Compute (EC2 / VMs)Database (RDS / Cosmos)Storage (S3 / Blob)Data transferAI / LLM tokensKubernetes pods
Maximize Customer Margin
Identify high-cost, low-margin customers and make product or pricing adjustments.
Integrated Cost & Revenue Attribution
Is revenue data available to combine with cost?
Scoping Summary
Select use cases above — confirmed answers will appear here as a pre-kickoff checklist.