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The CISO POV Checklist That Drives Buying Decisions
Most vendors treat the POV (Proof of Value) phase as a technical formality. A checklist. A box to tick on the path to contract signature. But that mindset is precisely what’s costing vendors the deal.

The spreadsheet doesn’t close the deal. The story does.
And more specifically, the emotional story.
I recently had the privilege of sitting down with Jason Loomis, the Chief Information Security Officer at Freshworks, for an episode of the Audience 1st podcast.
It was one of those conversations that left me buzzing, not because of what he said (although we’ll get to that), but because of what it confirmed:
Decisions in organizations and companies are not these rational, thought-out mathematical computations. They're sociopolitical decisions.
That one quote kinda gutted me.
Because I’ve been on both sides.
I’ve sat in board-level discussions as a demand gen leader, armed with slide decks, ROI models, conversion rates.
I thought if I could just show the numbers, I could win the budget.
But Jason reminded me (again) that spreadsheets don’t move people.
The elephant does.
Let me explain.
POLL: What’s the hardest part of running a successful POV (Proof of Value) with a cybersecurity buyer? |
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The POV Isn’t a Demo. It’s a Decision Accelerator.
Most vendors treat the POV (Proof of Value) phase as a technical formality.
A checklist.
A box to tick on the path to contract signature.
But that mindset is precisely what’s costing vendors the deal.
What if you looked at the POV not as a trial but as a trust-building event?
What would happen if your POV process was designed to:
Build emotional certainty
Establish your team’s credibility
De-risk your solution’s adoption
And make the buyer feel in control?
Because that’s what top-performing vendors do.
The POV isn’t the finish line. It’s the beginning of the real decision loop.
Emotional Certainty Drives Buying Behavior
When a buyer doesn’t feel emotionally safe with you, no amount of ROI will move the deal forward.
So, the first principle of your POV strategy must be this:
Emotional certainty precedes logical justification.
And that starts by asking yourself:
“How are we making the buyer feel during the POV?”
“Are we showing up like partners or like closers?”
“Are we creating clarity or confusion?”
Don’t Ask What the Problem Is. Show Them What They’re Missing.
Too many vendors still lead with the same tired question:
“What problems are you trying to solve?”
Here’s what Jason had to say about that:
That question drives me crazy. I’m looking for vendors who show me problems I didn’t know I had.
The best vendors aren’t reactive. They’re revelatory.
They don’t just respond to known pain.
They surface unknown risk, inefficiency, and blind spots that the CISO didn’t even know existed.
When I saw what Wiz could do, I didn’t even know that was possible. That’s what sold me.
Ask yourself:
“Are we revealing value, or requesting a list of symptoms?”
“Are we positioning ourselves as educators—or extractors of intel?”
“What would happen if we stopped interrogating and started illuminating?”
The shift from discovery to diagnosis is what sets top vendors apart.
POV Success = Autonomy + Availability + Zero Pressure
When it comes to the execution of a POV, Jason laid out a crystal-clear formula for success:
Let them test it in their environment
Give them 30 days minimum
Be technically available
Remove sales pressure entirely
Get off my back. I absolutely hate the sales pressure.
This is where many vendors fail, not because the product can’t deliver, but because the process feels like a trap.
Here’s the paradox:
The more pressure you apply during the POV, the less control your buyer feels and the slower they move.
Ask yourself:
“Do we make our buyers feel free or watched?”
“Have we earned the right to follow up or are we just checking a box?”
“Would I want to buy from me right now?”
If you wouldn’t, neither will they.
The Best Vendors Know When to Say “No”
Here’s something no sales script will ever teach you:
I’ve referred vendors to other CISOs even when I didn’t buy because they were honest.
Jason made it clear that honesty is a differentiator in a crowded, high-pressure market.
The vendors he remembered and respected were the ones who admitted when something wasn’t a fit.
Who didn’t stretch the truth.
Who didn’t pretend to be more than they were.
Just say: ‘No, we don’t do that.’ And let me decide.
If you’re constantly trying to win the deal by saying “yes” to everything, ask yourself:
“What message are we sending about our integrity?”
“Do our reps know how to walk away when there’s misalignment?”
“Would our product team back every promise our sales team is making?”
Sustainable deals are built on truth not shady sales hooks.
Stop Over-Designing Booths. Start Answering Questions.
At events like RSAC or Black Hat, the same mistakes show up in booth after booth.
Most people working the booth can’t even explain what the product does.
Too often, vendors prioritize attracting attention over earning engagement.
Swag ≠ strong strategy.
Booth babes ≠ engaged buyers.
Taglines ≠ trust.
If your booth team can’t explain what you do in 30 seconds - clearly, technically, and with relevance, ask yourself:
“Can my reps answer the first technical question a CISO might ask?”
“Is our messaging designed for curiosity or conversion?”
“Are we trading clarity for ‘clever’?”
Don’t design for foot traffic. Design for qualified engagement.
POVs That Win: The Buyer-Validated Playbook
Let’s put it all together.
Here’s what your POV strategy must do to earn the win:
1. Establish Emotional Safety
Remove pressure. Build rapport. Show empathy. Let them breathe.
2. Reveal Problems They Didn’t Know Existed
Educate. Diagnose. Surprise. Shift perspective.
3. Deliver Technical Proof with Strategic Relevance
Align your POV scope to the buyer’s broader business goals—not just tactical wins.
4. Be Available Without Being Overbearing
Support, don’t hover. Assist, don’t agitate.
5. Lead with Honesty, Not Hype
If something’s not a fit, say so. Trust earns referrals.
POVs Aren’t Just Product Tests. They’re People Tests.
You’re not just being evaluated on performance.
You’re being evaluated on:
How you listen
How you show up
How you respond to challenges
How you handle uncertainty
How you make them feel
And that’s what will close - or kill - the deal.
If you want to win the trust of a CISO, you have to earn it every step of the way.
So ask yourself, every time you run a POV:
“Are we making this buyer feel smart, safe, supported, and seen?”
If not, go back to the beginning.
Because emotional certainty is the fastest, most reliable path to business impact.
Until next time,
Dani

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