Short pilots allow potential customers to experience your product’s value firsthand but in a limited window. It allows you to capture their first real interaction with your solution, which you can leverage to drive adoption. 

During this window, however, time is of the essence. Customers are likely juggling other priorities, and without the right guidance, they could miss the chance to fully explore the product’s capabilities. This is where a cadence can come into play. 

A Pilot Engagement Cadence can help you ensure the pilot goes smoothly and that the customer not only uses the product but sees real results quickly.

Here’s a look at a Pilot Engagement Cadence:

Best Practice Tips:

• During the pilot, focus on building a relationship with the main point of contact. This is critical because they will need to forward emails to the team
• Use the weekly emails to gamify adoption. Shout out great users, and consider using a sending platform for gifts during the pilot.