Pilot-to-Paid Conversion Without Enterprise POC Theater
Why do pilots stall at seed stage?
No decision date, no executive sponsor, no written success criteria. The buyer gets free access. Your team ships custom onboarding. Week four arrives and everyone is busy. The opp sits in “Pilot” until someone marks it lost in a quarterly cleanup. Pilots are fine — ambiguous pilots are expensive.
What should you agree to before flipping the switch?
A one-page pilot charter — even a bullet list in email counts if it is on the record.
- Start and end dates
- 2–3 success metrics (e.g., pipeline migrated, team sending mail from platform, one deal closed)
- Named users and executive check-in attendee
- Conversion terms if success criteria hit — price, tier, start date
Attach the charter in Workspace on the opportunity so check-in emails reference the same doc. This is lighter than full MAPs — right for pilots, not full enterprise procurements.
How do you run weekly pilot check-ins?
15 minutes: metrics, blockers, decision preview. Ask whether they still expect to convert on the agreed date. If the answer is vague twice in a row, escalate or downgrade the opp out of commit. Do not subsidize indecision with engineering hours.
When does a pilot become a paid early access deal?
When they want production use beyond the charter — charge or narrow scope. Discounted paid pilot beats free unlimited access with no end. Your time is the scarcest resource at seed; price it even when the logo is exciting.