
pilot data + stakeholder notes
Run a clean pilot to close
We keep the pilot on the path that converts.
Yuzu reads
Pilot proof gap
Move
Package usage, proof, and next steps into the close plan.
01
The situation
A pilot is running, the product is in their hands, and the whole deal now rides on whether this trial becomes a paid contract. Pilots feel safe because the customer is engaged, but engaged is not the same as converting, and plenty of pilots that felt great went nowhere because the milestones that actually predict a paid conversion were never hit, while everyone was reassured by activity that did not mean what they thought it meant.
02
The cost of doing nothing
A pilot that drifts off the conversion path rarely fails loudly. It just quietly fails to convert, the champion stays friendly, the usage looks okay, the timeline slips a little and then a little more, and the deal that was supposed to close at the end of the trial becomes an indefinite extension that everyone knows, deep down, is a soft no. The cost is a full sales cycle of effort that produces a maybe.
03
The Yuzu move
Yuzu knows what the pilots that converted actually looked like, the specific milestones they hit and the order they hit them in, and it tracks this pilot against that shape. When the pilot starts to drift from the path that converts, the missing stakeholder, the use case that never got activated, the success criterion that quietly slipped, Yuzu flags it while there is still trial left to correct it, and it prompts the conversion move at the moment the pilot is ready for it rather than at the awkward end when everyone is scrambling. You run the pilot toward the close instead of hoping it gets there.
04
The outcome
The pilot hits the milestones that matter in the order that matters, the conversion conversation happens when the value is already proven, and the trial becomes a paid contract instead of an indefinite extension. The pilot converted because it was run against the pattern of the pilots that convert.
In the product
Where this lands in Yuzu.
Arm your champion before legal stalls
Procurement has been quiet 9 days. Send the one-pager that frames the value for legal and finance so your champion can sell it internally.
Send the recap to finance
Finance joined the last call but never got the numbers. A short recap keeps them moving in parallel.
Champion went quiet for 6 days right after pricing, and the new stakeholder from legal has not replied. The shape matches deals that slipped a quarter.
Path to close
62% complete- ✓
Discovery
Mapped pain and budget
- ✓
Champion
VP Eng bought in
- 3
Legal review· now
Redlines with procurement
- ⚑
Signature
Mutual close plan agreed
Video explainer
Run a clean pilot to close, in 90 seconds