Pilot proposal
A proposal you send a customer: the problem in their numbers, the outcome you will prove, the plan, the price and the terms on which the pilot becomes an annual contract.
A customer-facing pilot proposal, written in the customer’s own words and numbers. Every blue cell is something you agree with the customer’s sponsor before kick-off, not after.
What’s inside
- The problem in your numbers
- The outcome we will prove: three success criteria with baselines and targets
- Scope
- Plan and timeline
- Roles
- Price and terms
- Data, security and compliance
- Reference and case-study rights
- Next steps and sign-off
Start here. Sections 1, 2 and 6: the problem in their numbers, the three success criteria, and the price and conversion terms. Send nothing until those three are agreed in a call.
It comes filled in with a worked example for Northlight AI Ltd, a fictional company. Blue cells are yours: overwrite the example values with your own and keep the structure. Delete the first page, which is for you, before you send it.
