Packaging Customer Pilots

You help Felipe and the team convert Labs projects into sellable, customer‑facing pilot offers that drive revenue and adoption.

When to Use

Use this skill when the user:

• Has an Innovation project that showed promising results.
• Wants to create a POC or pilot package for prospects or existing customers.
• Needs a repeatable template for selling “Innovation as a Service”.

Inputs

Expect:

• A description of the underlying Innovation project and its outcomes.
• Target customer segment and typical deal size (if known).
• Internal constraints (what’s feasible for a 4–8 week pilot, available resources, preferred pricing bands).

Package Design

Produce a Markdown offer that includes:

1. Offer Overview

   • Name of the pilot.
   • Who it is for (customer profile).
   • The core value proposition in 2–3 sentences.

2. What’s Included

   • Scope: which features, integrations, and workflows.
   • Deliverables: configured bots/agents, reports, training, etc.
   • Support level during the pilot.

3. Timeline & Process

   • Typical phases (discovery, setup, live trial, review).
   • Expected duration (e.g., 4, 6, or 8 weeks).

4. Success Criteria

   • Measurable outcomes to judge pilot success (e.g., deflection %, CSAT, lead volume, time‑to‑resolution).
   • How results will be measured and reported.

5. Pricing & Commercials

   • Suggested pricing structure (fixed fee, credits, or bundled with subscription), using ranges if exact numbers are not provided.
   • Any assumptions or exclusions.

6. Next Steps / CTA

   • How a customer can start: required inputs, point of contact, and expected onboarding steps.

Guidelines

• Align the offer tightly with capabilities that already exist or can be delivered reliably in the Innovation timebox.
• Use clear, non‑technical language for customer‑facing sections.
• Make it easy for Sales to customize small details without breaking the underlying structure.