Paid pilot approval kit

Get the pilot approved without turning it into an enterprise rollout.

BuyerCare gives finance, security, and the CX owner a narrow decision: approve one post-purchase workflow, keep risky actions reviewed, and use the day-30 proof report before committing to recurring spend.

Buyer packet Forwardable
Commercial60d
Proof gateD30
AccessScoped
DownsideHeld
Finance ask$10k

Growth pilot for one controlled workflow, proof reporting, and a day-60 subscription decision.

Scale ask$16k

Higher-volume pilot for more complex stakeholder, data, or workflow needs.

Proof rule2x+

Expansion should wait until modeled recurring value clears the subscription fee with room to spare.

GuaranteeFirst 3

Early paid pilots can receive an extension if day-30 proof is not yet credible.

Forward to finance

The purchase is a controlled operating-expense test.

  • Budget requestApprove a 60-day paid pilot, then decide recurring spend only after the proof report shows ticket reduction, hours saved, and value retained.
  • Economic thresholdUse the ROI calculator, ticket-tag validation, and day-30 proof report to confirm monthly value is above the plan fee.
  • Stop ruleIf the workflow does not prove recurring value, do not convert to monthly subscription.

Forward to security

The pilot does not need broad access to start.

  • Before paymentBuyerCare can validate fit from public policies, rough ticket volume, and anonymized ticket tags.
  • After scopeScoped Shopify, helpdesk, returns, knowledge-base, and reporting access is requested only for the approved pilot workflow.
  • Human reviewRefunds, chargebacks, legal language, identity uncertainty, VIPs, and high-value exceptions stay reviewed.

Approval checklist

The questions each stakeholder can answer quickly.

StakeholderDecisionEvidenceBuyerCare answer
CX or operationsFirst workflowTags, macros, policy URLsPick one lane: order status, returns, exchanges, delivery exceptions, or policy answers.
FinancePilot budgetROI model, proof reportApprove 60 days, then use recurring value to decide MRR.
SecurityData accessAccess map, security pageStart from exports when possible, then request scoped access after payment and kickoff.
Legal or procurementVendor pathProcurement page, standard termsRoute vendor forms, DPA, tax, banking, or signature requests through owner-approved review.

Internal memo

A concise note a buyer can forward.

Subject: Approval request: BuyerCare AI 60-day paid pilot

We are proposing a 60-day BuyerCare AI pilot for one post-purchase support workflow. The goal is to reduce repetitive CX workload, protect refund and exception decisions with human review, and measure the result before any recurring subscription commitment.

The pilot starts from approved scope and can validate fit from policies, ticket tags, and workflow examples before broad production access. Any production access should be limited to the approved workflow and removable if the pilot does not continue.

Approval should depend on the day-30 proof report showing credible recurring value above the subscription fee. If the proof is not strong enough, we should not expand.

Checkout path

Use payment only after the first workflow is clear.

Stripe checkout starts the paid pilot. The kickoff form then captures buyer owner, workflow, systems, policy context, and timing before any scoped access request.

Checkout Loads in production

Payment links appear here when configured. If the buyer needs finance, security, legal, or procurement detail first, route the blocker below.

Ask question

Decision rule

The approval should stay small until the proof gets bigger.

BuyerCare is easiest to approve when the first use case is narrow, the risk lanes are explicit, and recurring spend waits for operating evidence.

Approval question

Send the blocker before the buying process drifts.

Share the question that finance, security, legal, procurement, or the CX owner needs answered before checkout.