This page consolidates the technology roadmap, 90-day pilot structure, success measures, financial sensitivity, first-customer sales message, conversion gate, and funding posture into one current source of truth for commercialization discussions.
Up to 90 live days after readiness sign-off, one bounded workflow, $69 per pilot agent/month, 10-seat minimum, standard $2,500 Profile setup waived, no automatic renewal, $500 first post-pilot invoice credit if continuation is earned.
Decision-resolution time, correct-client rule application, first-contact accuracy, supervisor pull-ins, ramp/scenario performance, reliability, implementation effort, support effort, and agreed workflow-specific outcomes.
Final readout produces one of four decisions: continue, expand, revise/retest, or stop. Continuation is not assumed when the pilot begins.
Starter $69/agent/month, qualifying Growth $49/agent/month after scope review, Enterprise custom, standard Profile setup $2,500 outside accepted pilot scope.
Qualification, discovery, demo, paid-pilot proposal, follow-up, objections, conversion, win/loss tracking, and first outreach language are documented.
The remaining unknowns are customer ROI, production implementation cost, conversion, retention, expansion, recurring margin, repeatable acquisition, and earned references.
| Target | Work | Gate |
|---|---|---|
| Oct 6–15, 2026 | Commercialization package alignment, Deal Room cleanup, dated roadmap, financial sensitivity, outreach and funding logic. | Ready for October 15 SCORE review. |
| Oct 6–31, 2026 | Controlled pre-production validation, regression, source governance, measurement instrumentation and bounded workflow stabilization. | No unresolved release blocker in the pilot scope. |
| Oct 15–Nov 30, 2026 | Independent Security Readiness Gate and required remediation/retest for the intended production-data boundary. | Specific production-data scope approved. |
| Earliest target: Dec 2026 | First paid production pilot, only if signed scope, source owner, baseline, users, measurement plan and security gate are complete. | Live clock begins. |
| Up to 90 live days | Weekly measurement and issue review. | Usable final dataset with limitations. |
| Within 10 business days after pilot | Final readout and commercial decision. | Continue, expand, revise/retest, or stop. |
Dates are planning targets. A failed gate moves the date; the date never overrides the gate.
License math shows the size of the pricing model without pretending the company has already earned those customers. The 2,500-seat row is a revenue sensitivity, not a technical capacity claim.
| Seats | $69 Starter MRR | $69 Starter ARR | $49 Growth MRR | $49 Growth ARR |
|---|---|---|---|---|
| 10 | $690 | $8,280 | $490 | $5,880 |
| 25 | $1,725 | $20,700 | $1,225 | $14,700 |
| 50 | $3,450 | $41,400 | $2,450 | $29,400 |
| 100 | $6,900 | $82,800 | $4,900 | $58,800 |
| 500 | $34,500 | $414,000 | $24,500 | $294,000 |
| 1,000 | $69,000 | $828,000 | $49,000 | $588,000 |
| 2,500 | $172,500 | $2,070,000 | $122,500 | $1,470,000 |
Subject: Reduce agent search and rule-switching in one workflow
Hi [Name], I’m building Agent First, decision-support software for teams whose agents work across multiple clients, locations, policies, or rule sets. Instead of asking an agent to search and interpret material while a customer waits, Agent First surfaces the applicable rule, approved wording, source, and next action for the active context.
I’m selecting a small number of paid pilot partners. We start with one bounded workflow, establish the baseline, then measure whether the system improves decision resolution time, correct rule application, supervisor pull-ins, first-contact accuracy, or ramp performance. The pilot is $69 per user/month with a 10-seat minimum; the standard Profile setup fee is waived and nothing renews automatically.
If [Company] has a workflow where people regularly switch between client-specific or exception-heavy rules, I’d like 20 minutes to see whether it is a good pilot candidate.
“Is there one workflow where agents regularly stop to search, ask a supervisor, or double-check which client rule applies?”
If no, do not force the pilot. If yes, qualify the workflow, rule owner, baseline, users, data boundary and buyer before a product tour.
Founder-led execution, paid pilot revenue, selective non-dilutive opportunities and scoped specialist spend. Buy evidence before overhead.
$650,000 remains the current modeled target if a raise is triggered. The Base model currently shows about $577K peak cumulative cash need after explicit Security Readiness Gate costs.
Raise when capital can accelerate a credible security/pilot/repeatability path. Do not raise merely because the company has reached a certain calendar date.