90-Day Enterprise Pilot
A twelve-week program with defined scope, roles, and deliverables.
The pilot is designed for procurement approval. Every phase has an owner, a deliverable, and a success measure. It concludes with a Pilot Completion Report and an Executive Workshop with the sponsoring organization's leadership.
Executive summary
What a pilot delivers.
12 weeks
Kick-off to Executive Workshop
50 – 250
Businesses in the pilot cohort
1 segment
Single book of businesses segment or program
1 sponsor
Named executive sponsor per side
Purpose
Prove decision-grade book of businesses intelligence in a bounded scope.
Establish baseline
Measure Business Health Score and Growth Readiness Score across the pilot cohort with a defensible business review approach.
Prioritize interventions
Identify the top constraints and produce a ranked, advisor-owned list of interventions.
Evidence outcomes
Deliver a Pilot Completion Report and Executive Workshop that inform the go / no-go for enterprise rollout.
Scope
What is in — and what is not.
In scope
- · One book of businesses segment (50 – 250 businesses)
- · Business Performance Reviews for the pilot cohort
- · Published Executive Business Reports (advisor-reviewed)
- · Book of Businesses Intelligence Dashboard for the segment
- · Ranked list of interventions with advisor assignment
- · Role-based training and enablement
- · Pilot Completion Report and Executive Workshop
Out of scope
- · Custom platform features specific to the pilot organization
- · Integrations beyond CSV / XLSX ingest (SSO, LOS, CRM available in enterprise rollout)
- · Cross-organization data sharing
- · Credit, lending, or regulatory decisioning
- · Multi-language localization beyond English
Timeline
Twelve weeks, four phases.
Weeks 1 – 2
Phase 1 · Configure
Contracts and DPA executed. Portal branded. Cohort taxonomy configured. Sponsor and steering set.
Weeks 3 – 4
Phase 2 · Onboard
Book of Businesses ingest. Advisor and business-owner accounts provisioned. Role-based training delivered.
Weeks 5 – 9
Phase 3 · Enable
Business Performance Reviews completed. Reports published. Executive Dashboard populated. Recommended Next Step queue live.
Weeks 10 – 11
Phase 4 · Measure
Mid-pilot checkpoint outcomes reviewed. Interventions logged. Pilot Completion Report drafted.
Week 12
Executive Workshop
On-site or remote workshop with sponsoring organization's leadership. Rollout decision business review presented.
Deliverables
What is handed over.
Roles
Named owners on both sides.
| Role | Side | Responsibility |
|---|---|---|
| Executive Sponsor | Customer | Owns pilot outcomes; chairs steering; signs off on Completion Report. |
| Program Manager | Customer | Runs the pilot day-to-day; owns cohort, schedule, and comms. |
| Org Admin | Customer | Book of Businesses configuration, user provisioning, cohort taxonomy. |
| Advisors | Customer | Complete reviews with business owners; publish reports; own interventions. |
| Customer Success Executive | Revenue Intelligence | Named CSE for the pilot; owns weekly steering. |
| Implementation Lead | Revenue Intelligence | Owns onboarding, configuration, training, and technical readiness. |
| Approach Lead | Revenue Intelligence | Owns our approach, industry comparison, and Completion Report. |
Success metrics
Measured, not asserted.
Completion
≥ 80% of the pilot cohort completes an Business Performance Review within week 9.
Publication
100% of completed reviews reach a published, advisor-reviewed Executive Business Report.
Coverage
Every published report links every score to specific evidence; confidence bands within our approach thresholds.
Prioritization
Ranked list of interventions produced; advisor assignment complete; first 20 interventions initiated by week 11.
Adoption
Named advisors log ≥ 5 dashboard sessions per week from week 6; Org Admin logs weekly.
Executive readiness
Pilot Completion Report and Executive Workshop delivered on schedule; sponsor sign-off obtained.
Expected outcomes
What the pilot demonstrates.
Pilot Completion Report
A board-grade report.
Executive Workshop
Ninety-minute leadership session.
0:00 – 0:10
Context
Pilot scope, cohort profile, review reference.
0:10 – 0:35
Findings
Cohort baseline, top constraints, industry comparison against national and industry cohorts.
0:35 – 0:55
Recommended Next Step priorities
Ranked queue walkthrough with advisor testimony on two illustrative businesses.
0:55 – 1:15
Rollout business review
Enterprise scope, sequencing, resourcing, cost band, governance.
1:15 – 1:30
Decisions
Sponsor confirms next-step decision: proceed to enterprise proposal, extend pilot, or close.
Advance the buyer journey
Request a pilot proposal.
We will return a scoped proposal with cohort recommendation, timeline, resourcing, and commercials within five business days.