Pilot Program Scoping Document

M

Marcus Lee

@marcus-lee

·

Scope pilot programs with clear success criteria and conversion path to purchase.

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Scope a pilot program for {{prospect_company}}.

Pilot objectives: {{objectives}}
Duration: {{duration}}
Success criteria: {{success_criteria}}

Create pilot scoping document:

1. Pilot Overview
   - Purpose and goals
   - Scope boundaries
   - Duration and timeline

2. Success Metrics
   - Quantitative measures
   - Qualitative indicators
   - Evaluation methodology

3. Resource Requirements
   - Their commitment needed
   - Our resource allocation
   - Technology requirements

4. Implementation Plan
   - Phase breakdown
   - Milestone schedule
   - Checkpoint cadence

5. Risk and Mitigation
   - Pilot failure modes
   - Prevention measures
   - Contingency plans

6. Conversion Path
   - How success converts to purchase
   - Decision timeline
   - Commercial terms for conversion

7. Agreement Points
   - What both parties commit to
   - Exit clauses
   - Data and IP considerations

Details

Category

Business

Use Cases

pilot programsproof of conceptdeal structuring

Works Best With

gpt-4oclaude-sonnet-4
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