Pilot Review - Enterprise Software Company Template

Meeting Prep Checklist

Conduct internal review of pilot objectives, achievements, and challenges
Gather feedback from the pilot users
Establish clear objectives for the meeting
Ensure understanding of product/software details and capabilities
Understand the customer's business model, opportunities, and challenges
Prepare for potential questions and responses
Coordinate with team members for a cohesive presentation

Meeting Agenda Template

  • Welcome and introductions
  • Review of the pilot objectives
  • Discussion about the pilot performance and achievements
  • Challenges and solutions encountered during the pilot phase
  • Feedback from the pilot users
  • Outline of next steps: Transitioning from pilot to full scale
  • Questions and answer session
  • Close

Meeting Notes Template

  • Attendees (names, roles, company)
  • Key discussions points
  • Achievement against pilot objectives
  • Feedback from pilot users
  • Obstacles and how they were overcome
  • Agreed next steps for transition
  • Questions asked by client and answers provided
  • Actions required post-meeting
  • Date and time for next meeting (if decided)

Meeting Follow-up Checklist

Summarize the meeting notes and distribute to all attendees and colleagues
Document the feedback and reactions from the client
Update any changes or actions in CRM for visibility
Send a follow-up email to the client summarizing the discussions and agreed next steps, thanking them for their time
Begin planning for the full-scale implementation
Ensure all team members are updated with the meeting outcomes and next steps
Schedule next meeting if not done during the meeting