# Pilot Success Criteria — [CUSTOMER NAME]

> Signed before kickoff. Amended only by written mutual agreement.
> Drives the Week-12 Phase Gate verdict.

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## Meta

- **Customer**: ________________
- **Executive Sponsor**: ________________ (name + title)
- **Operational Lead**: ________________ (name + title)
- **Dealix Owner**: ________________ (Head of CS)
- **Pilot Start**: ________________ | **Pilot End**: ________________
- **Tier**: [ ] Design Partner (free) [ ] Paid ($1,500)

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## Customer's "Why"

One paragraph, in Customer's own words, describing the problem they hope Dealix solves.

> ________________________________________________________________
> ________________________________________________________________

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## Quantitative Success Criteria

Complete BEFORE kickoff. Must be measurable at Pilot End.

| # | Metric | Baseline | Target | Actual | Pass? |
|---|--------|----------|--------|--------|-------|
| 1 | Golden Path completion rate across first 10 partner flows | — | ≥90% | __ | [ ] |
| 2 | Evidence Packs generated and approved | 0 | ≥3 | __ | [ ] |
| 3 | Executive Weekly Pack delivered + acted upon | 0 | ≥6 of 12 weeks | __ | [ ] |
| 4 | Named users actively using (≥1 action/week) | 0 | ≥[N] | __ | [ ] |
| 5 | P0 incidents attributable to Dealix | — | 0 | __ | [ ] |
| 6 | NPS at Pilot end | — | ≥30 | __ | [ ] |
| 7 | Time to first Golden Path run from onboarding | — | ≤5 business days | __ | [ ] |
| 8 | Custom customer metric 1 | __ | __ | __ | [ ] |
| 9 | Custom customer metric 2 | __ | __ | __ | [ ] |

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## Qualitative Success Signals

| # | Signal | Collected via | Pass? |
|---|--------|---------------|-------|
| 1 | Customer describes Dealix unprompted as a "trusted system of record" for commercial ops | Weekly interview | [ ] |
| 2 | At least 1 executive uses the Weekly Pack in a board or leadership meeting | Confirmation + artifact | [ ] |
| 3 | Arabic-first UX praised in Customer's own words (capture quote) | Transcript | [ ] |
| 4 | Customer willing to take a reference call from another prospect | Direct confirmation | [ ] |
| 5 | Customer willing to publish logo + case study | Signed addendum | [ ] |

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## Renewal Intent Capture (Week 11)

- [ ] Verbal intent expressed by Executive Sponsor
- [ ] Verbal intent expressed by Operational Lead
- [ ] Proposal requested for year-1 subscription
- [ ] Procurement process initiated

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## Verdict (Week 12)

- [ ] **GREEN** — ≥7 of 9 quantitative met AND ≥3 of 5 qualitative + verbal renewal intent
- [ ] **YELLOW** — 5–6 quantitative met; extend pilot 60 days
- [ ] **RED** — ≤4 quantitative met; document learnings, do not force renewal

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## Signatures

Customer Sponsor: ________________ Date: ________________
Dealix (Head of CS): ________________ Date: ________________