The Pilot-to-Paid Converter

Convert a pilot into a paid contract

convert a pilot into a paid contractb2b saastool-agnosticsalespilotconversionclosingsaasintermediate
Entry PT-0197 · full text · stolen 0 timesReceived

A pilot ends in three weeks: [PROSPECT, WHAT THEY ARE PILOTING, THE SUCCESS CRITERIA WE AGREED - IF ANY, WHO USES IT DAILY, WHO SIGNS]. Build the conversion plan: the mid-pilot check that catches drift while fixable, the success report that writes itself from their usage data, the meeting where pilot results become the contract ask, and the fallback if results are mixed - extend, shrink, or walk. If no success criteria were set, write the email that sets them now without admitting we skipped that step.

Inputs needed

  • Prospect, pilot scope, success criteria, users, signer

What good output looks like

Success criteria checked or retrofitted; report comes from their usage; the ask meeting is scripted; mixed-results fallbacks named

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