YOUR PAID-PILOT DELIVERY WORKSHEET

Copy this record for each engagement. Keep observations separate from assumptions and link evidence to the accepted offer.

1. PILOT QUESTION AND OFFER
Uncertainty to test: ____. Accepted offer/version: ____. Customer and owner: ____. Deliverables: ____. Exclusions: ____.

Notes:


2. INPUTS AND DATES
Required inputs/access and owner: ____. Agreed start: ____. Delivery: ____. Feedback: ____. Handoff: ____. Support end: ____. Payment arrangements reference: ____.

Notes:


3. ACCEPTANCE CHECKS
Deliverable: ____. Observable check: ____. Reviewer/date: ____. Result and evidence: ____. Open item: ____. Repeat for each check.

Notes:


4. CUSTOMER-USE MEASURE
Measure and exact definition: ____. Baseline dates/count/observations: ____. Pilot-use dates/count/observations: ____. Missing or different cases: ____. Customer feedback: ____.

Notes:


5. ISSUES AND CHANGES
Observation/date: ____. Affected check: ____. Correction or additional request: ____. Owner/action: ____. Agreed scope/timing changes: ____. Status and evidence: ____.

Notes:


6. DELIVERY ECONOMICS
Estimated hours: ____. Actual hours by activity: ____. Compensation assumption: ____. Expenses: ____. Overhead: ____. Fees: ____. Price: ____. Modeled result: ____. Omitted costs: ____. Cause of any difference: ____.

Notes:


7. HANDOFF
Deliverables and locations: ____. Instructions: ____. Customer access confirmed: ____. Sample workflow result: ____. Limitations/open items: ____. Support boundary: ____. Customer response: ____.

Notes:


8. CLOSEOUT DECISION
Customer conclusion: ____. Founder conclusion: ____. What remains uncertain: ____. Next action and owner: ____. Review date: ____. Any further engagement agreed separately: ____.

Notes:


Next action: Take one accepted offer and write its completion checks. Confirm those checks and the required inputs with the customer before kickoff.

Companion lesson: https://www.mentor-app.io/learn/run-a-paid-pilot/