Pilot agreement checklist
Checklist of must-have clauses before kickoff.
Blank worksheet
If an 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 must-haves.
Socialize with champion and EB.
Schedule midpoint and final ask.
Kickoff only after signatures.
Filled example (fictional)
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 – 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.