# Turn a SaaS pilot or proof of concept into a paid contract

A pilot plan with agreed success criteria, a conversion path to a paid contract, and the check-ins that keep it on track.

- Topic: Sales
- Framework: RTF
- Level: Standard
- Tags: Legal, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/turn-a-saas-pilot-or-proof-of-concept-into-a-paid-contract

## Prompt

```text
Help me structure a pilot or proof of concept (POC) so it converts into a paid SaaS contract.

**Prospect and use case:** [company, team, problem they want solved]
**Who's involved:** [champion, economic buyer, IT or security, end users]
**Pilot scope we're considering:** [users, workflows, integrations, length]
**Paid or free pilot:** [and the price if paid]
**Expected contract after the pilot:** [plan, seats or usage, annual value]
**What could block a purchase:** [security review, budget cycle, data access, competing tool]

Create:
1. A one-page pilot agreement summary: goals, scope, in and out of scope, timeline (keep it short, usually 30-60 days), responsibilities on both sides, and data access needs.
2. Success criteria the buyer signs off on before starting: 3-5 measurable outcomes with baseline, target, and how each is measured. Reject vague criteria like "users like it".
3. Pre-agreed conversion terms: what happens if criteria are met (contract start date, price, pilot fee credited or not), and the decision date.
4. A parallel-path plan: start security review, legal redlines, and procurement during the pilot, not after.
5. A week-by-week plan with check-ins, usage reviews, and an early-warning list (low logins, missing integration, champion silent).
6. A results readout outline for the decision meeting, tying outcomes to the buyer's business case.
7. Pilot traps to avoid: open-ended free pilots, too many users, no executive sponsor, success measured only by the champion.

Draft the email that proposes this pilot structure to my champion. Do not invent results; leave [ADD] placeholders.
```

## What to fill in

- company, team, problem they want solved
- champion, economic buyer, IT or security, end users
- users, workflows, integrations, length
- and the price if paid
- plan, seats or usage, annual value
- security review, budget cycle, data access, competing tool
- ADD

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