Pilot agreement checklist
Checklist of must-have clauses before kickoff.
Blank worksheet
If any item is blank, you are not ready to start the clock.
| Item | Done? | Notes / draft text |
|---|---|---|
| Problem statement | [ ] | ___ |
| In-scope list | [ ] | ___ |
| Out-of-scope list | [ ] | ___ |
| 3-5 success criteria | [ ] | ___ |
| Stakeholders named (champ, EB, users, proc, sec) | [ ] | ___ |
| Start / end dates | [ ] | ___ |
| Compelling event rationale | [ ] | ___ |
| Security / procurement path | [ ] | ___ |
| Commercial decision meeting booked | [ ] | ___ |
| Phase-two pricing / ACV notes | [ ] | ___ |
| Midpoint date | [ ] | ___ |
| Reference rights (optional) | [ ] | ___ |
Working steps
Complete the must-haves.
Walk the champion and EB through the draft.
Schedule the midpoint and the final ask.
Hold kickoff only after signatures.
Filled example (fictional)
The checklist as it might look the day before kickoff.
| Item | Status | Notes |
|---|---|---|
| Problem statement | Done | Cycle counts delaying fiscal close at DC-East |
| In / out of scope | Done | One DC; no multi-site; no custom reporting |
| 3-5 success criteria | Done | See criteria builder |
| Stakeholders named | Done | Priya, Marcus, Elena, Tom, Sam |
| Start / end + event | Done | Sep 22 to Nov 14; WMS cutover Nov 20 |
| Security / procurement path | In progress | Questionnaire sent; PO routing mapped |
| Commercial decision meeting | Booked | Nov 14 10:00 with Marcus + Priya |
| Phase-two pricing notes | Done | Intent: $110K ACV if criteria hit |
AI prompt
Paste into ChatGPT or Claude. Replace bracketed placeholders with your deal facts.
You are helping a B2B founder pressure-test a pilot agreement before kickoff. The pilot must convert to a PO if criteria are hit. Company / product: [YOURS] Buyer: [ACCOUNT] Draft facts (paste notes or leave blank): - Problem: [ ] - In scope: [ ] - Out of scope: [ ] - Success criteria: [ ] - Stakeholders: [ ] - Start / end / compelling event: [ ] - Security / procurement status: [ ] - Decision meeting: [ ] - Phase-two price intent: [ ] Output: 1) A markdown checklist table: Item | Status (Done / Missing / Weak) | Exact text to insert or question to ask 2) A red-flag list of anything that would turn this into a science project 3) A one-paragraph "path to PO" clause the founder can paste into the agreement Be blunt. Do not cheerlead.