AGENTIUM JOURNAL · DRAFT RESOURCE

Scope your first paid SaaS pilot

Print this worksheet or save a copy and complete it with a prospective customer. It is a planning aid, not a contract or a promise of sales results.

1. Understand the last occurrence

Buyer role and situation
What happened last time?
Current workaround and difficulty
What would an acceptable result look like?
Who approves the purchase and access?

2. Define one bounded engagement

Workflow and intended outcome
Inputs and customer responsibilities
Scope exclusions
Delivery owner and timeframe
Fee, billing basis, and payment timing
Success evidence and review date

3. Record the next decision

Unanswered questions or constraints
Objections and supporting evidence
Continue, revise, or stop?
Next owner and next action

The worksheet submits no data and contains no tracking scripts. Use a separate, appropriate process for contracts, sensitive customer information, and any security or procurement review.

Companion draft: How to Sell Your First Paid SaaS Pilot.