Design a two-week paid pilot for a new service offer

What you’ll create

A pilot brief, participant criteria, delivery checklist, feedback questions, and decision rules for the next iteration.

Workflow steps

1. 01
   State the riskiest service and customer assumptions and the evidence already available.
2. 02
   Define a narrow pilot scope, exclusions, duration, participant criteria, and delivery capacity.
3. 03
   Create a transparent invitation and feedback plan without promising unproven outcomes.
4. 04
   Set learning-based decision rules for iterate, pause, or expand; keep these distinct from revenue forecasts.

Start your workflow

Use the stages in order. Fill in the bracketed sections and add only source material you are permitted to share.

STAGE 1 — 1. Define what the pilot tests
When to use: Use before recruiting participants.
Prompt: Help me design a small paid pilot for a new service. Target customer: [specific segment]. Problem to address: [description]. Proposed service and boundaries: [details]. Evidence so far: [customer conversations, sales, or none]. Riskiest assumptions: [list or ask me]. Delivery capacity over two weeks: [hours/slots]. Price or pricing hypothesis: [amount or undecided]. Identify the main learning question and separate facts, hypotheses, and unknowns. Do not promise outcomes.
Expected return: A pilot hypothesis sheet and a list of decisions that must be made before recruitment.
User check: Ensure the service can be delivered safely within the stated capacity and boundaries.

STAGE 2 — 2. Build the pilot plan
When to use: Use after choosing the learning question.
Prompt: Create a bounded two-week pilot plan. Include: eligible participant criteria; number of slots based on my capacity (do not invent a market-valid sample size); exact deliverables; what is excluded; timeline and participant responsibilities; fee/payment terms as supplied; support boundaries; data collected and consent; feedback points; and stop conditions. Mark terms needing legal or professional review.
Expected return: A pilot brief, delivery calendar, and participant checklist.
User check: Verify that price, scope, refund/cancellation terms, privacy, and service limitations are explicit and approved.

STAGE 3 — 3. Prepare invitation and learning review
When to use: Use after approving the pilot plan.
Prompt: Using the approved pilot details: [paste], draft a transparent invitation that says this is an early pilot, describes what is included and excluded, states the fee and timeline, and avoids unverified benefit claims. Then create a short feedback form and a review table linking each pilot observation to the assumption it informs. Define iterate/pause/expand criteria using thresholds I supply: [criteria or placeholders].
Expected return: An invitation draft, feedback questions, and post-pilot learning template.
User check: Do not recruit or charge participants until the user approves the offer terms; separate participant feedback from the founder’s interpretation.