See the working format
Software pilot and channel matrix
This working sheet shows how product inputs become buyer questions and an organised preparation plan. It contains no customer names, measured outcomes or verified purchasing interest.
Methodological sample — not a completed client project. Methodological sample — not a completed client project.
| Your product or solution | Checks to prepare |
|---|---|
| Product and target business process | Which process and decision should the product support? |
| Organisation type and size | Which organisation and functional role would own the purchasing decision? |
| Licensing and hosting model | What is licensed, for how long, and where will the product be hosted? |
| Languages, integrations and dependencies | Which languages, integrations and technical dependencies must be addressed? |
| Pilot data and access boundaries, without secrets | Can the pilot use authorised test data without transferring credentials or confidential records? |
| Proposed pilot acceptance criterion | What observable result and review procedure would make the pilot informative? |