ENGAGEMENT FRAMEWORK

Founding Pilot Terms

A transparent starting point for a 90-day done-for-you outbound pilot. Scope, pricing and legal terms are confirmed in an executed agreement.

This page describes how a founding pilot is structured. The signed pilot agreement sets the final scope, fees and acceptance criteria.

Scope

Duration and fees

A 90-day founding pilot is the suggested starting term. A monthly retainer, payment timing, and any introductory concession are presented in the proposal and signed agreement; the website does not quote a universal price or promise a minimum meeting count.

Review and exit

A day-45 review examines leading indicators agreed at kickoff (for example data coverage, outreach quality, responses and conversation progression). Any early-exit right, notice requirements, and payment obligations must be written into the signed pilot agreement.

Meeting definition

Use Meeting Standard v1 as the starting point. Client-specific acceptance and dispute rules control the engagement.

Human oversight

The client approves foundational positioning and initial outreach. AI may support research and drafting, while outreach decisions, escalation and meeting qualification follow an agreed human-review process.

Client responsibilities

Provide approved messaging, ICP and exclusion criteria, designated seller calendars, responsive qualification feedback, and required CRM or data access under mutually agreed security terms.

References and case studies

Any use of customer names, logos, testimonials or results requires separate express permission. No reference obligation is assumed by viewing this page.

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