Fictional example · Not an agreement
A small pilot.
A clear written scope.
Work included
Review one approved export, organise a quote worklist, flag missing details and prepare follow-up drafts. Input route and volume: [agreed in scope].
Your team retains
Specifications, prices, discounts, customer commitments and approval and sending of every message. Named reviewer: [agreed in scope].
Where you see the work
A shared tracker, an existing CRM route or a written summary: [agreed in scope]. No new integration is assumed.
Review measures
Record completeness, drafts prepared, exceptions and time spent reviewing. Baseline and success criteria: [agreed in scope]. No sales outcome is promised.
Data and access
Start with invented or anonymised samples. Authorised access, providers, locations, retention and processing terms: [agreed in scope] before customer data is used.
Fee and review point
Fee agreed in advance: [agreed in scope]. Duration, working limits, review date and payment terms: [agreed in scope].
Stopping the pilot
Notice, cancellation, any outstanding fees and handover responsibilities: [agreed in scope]. No automatic renewal is assumed.
Data return and removal
Export format, return/deletion timing, retained audit records and removal of access: [agreed in scope].
These are headings for a proposal, not completed contractual terms. Approval of scope, data arrangements and acceptance checks comes before live work.