# AIDE Chain & AIDE Blueprint ## Sales, Pilot & Onboarding Templates Version 1.0 | 5 October 2026 | Public blank-template pack JEL Project Management Companion guide: https://aidechain.com.au/sales-pilot-onboarding.html These templates are an operating aid, not a contract or SLA. The signed agreement governs. Complete placeholders and obtain approvals before use. Keep completed records in an approved restricted workspace. Do not include credentials or publish customer information. ## A. Opportunity brief - Opportunity ID / organisation: [complete] - Created / last reviewed / sales owner: [complete] - Channel, campaign or referring partner: [complete] - Customer champion / sponsor / decision-maker: [complete] - Problem in the customer's words: [complete] - Current process and consequence of doing nothing: [complete] - Product: [Chain / Blueprint / both] - Initial project/programme or architecture scope: [complete] - Authoritative sources and source owners: [complete] - Desired business outcome and possible baseline: [complete] - Budget/funding path, contracting entity and procurement route: [complete] - Decision timing and reason for urgency: [complete] - Mandatory security, data, residency or supplier gates: [complete] - Customer participants and available effort: [complete] - Qualification: [proceed / nurture / decline] because [complete] - Stated objections / separate sales assumptions: [complete] - Next action / owner / due date: [complete] - Customer factual recap confirmed by / date: [complete] ## B. Pilot charter | Field | Agreed entry | | --- | --- | | Pilot ID, customer and contracting parties | [complete] | | Sponsor, customer lead, Owner and AIDE/JEL pilot lead | [complete] | | Business problem and evaluation question | [complete] | | Products, scope, users and entitlements | [complete] | | Deliverables | [complete] | | Exclusions, including unsupported integrations or custom work | [complete] | | Data classification, permitted datasets, source owners | [complete] | | Hosting, approved access, third-party processing restrictions | [complete] | | Source mapping, refresh cadence and reconciliation sample | [complete] | | Prerequisites and owner of each prerequisite | [complete] | | Readiness acceptance and evaluation start event | [complete] | | Start/end dates, milestones and final decision date | [complete] | | Customer effort and availability | [complete] | | Pilot licence/service fees, currency, taxes and payment terms | [complete] | | Any production conversion credit and its conditions | [complete or none] | | Scorecard reference, baselines, targets and minimum sample | [complete] | | Decision authority and pre-approved action limits | [complete] | | Support contact, coverage, escalation and agreed targets | [complete] | | Scope-change and extension approval process | [complete] | | Proceed/extend/stop rules and commercial decision owner | [complete] | | Export, retention/deletion and access revocation on exit | [complete] | | Agreement/order and controlled workspace references | [complete] | Approval: customer authorised approver [name/date/reference]; AIDE/JEL authorised approver [name/date/reference]. Pilot access must not be treated as unapproved production use. ## C. Evidence scorecard Repeat one record per measure; normally choose a small set that matches the business question. - Measure ID / product / business question: [complete] - Definition and calculation: [complete] - Baseline, period, scope and sample count: [complete] - Agreed target / minimum acceptable evidence: [complete] - Measurement method and authoritative source: [complete] - Evidence owner / validator / review cadence: [complete] - Actual result, period and sample count: [complete] - Evidence reference, data-quality gaps and limitations: [complete] - Result: [pass / hold / not applicable with reason] - Observed value versus assumptions / other contributing changes: [complete] - Action, owner and due date: [complete] Suggested measures: comparable reporting effort; signal-to-decision latency; source reconciliation/freshness; architecture traceability and reconciliation effort; useful/false/missed signals; independent customer workflow completion and service operability. Targets must be agreed, not inferred from this list. ## D. Go-live readiness checklist | Gate | Accountable owner | Evidence reference | Pass / hold / N/A | Exception / action / due date | | --- | --- | --- | --- | --- | | Production order, products, seats and billing approved | [complete] | [complete] | [complete] | [complete] | | Data boundary, hosting and pilot transition approved | [complete] | [complete] | [complete] | [complete] | | Correct customer environment, no unrelated/demo records | [complete] | [complete] | [complete] | [complete] | | Owner sign-in, MFA and actual recovery email checked | [complete] | [complete] | [complete] | [complete] | | User roles, invitations and project access reviewed | [complete] | [complete] | [complete] | [complete] | | Priority sources tested and evidence reconciled | [complete] | [complete] | [complete] | [complete] | | Core Chain or Blueprint workflow demonstrated | [complete] | [complete] | [complete] | [complete] | | Mandatory security and recovery responsibilities confirmed | [complete] | [complete] | [complete] | [complete] | | Training and customer operating cadence in place | [complete] | [complete] | [complete] | [complete] | | Monitored support route and escalation tested | [complete] | [complete] | [complete] | [complete] | | Blocking issues resolved; remaining issues accepted | [complete] | [complete] | [complete] | [complete] | | Service handover and hypercare dates agreed | [complete] | [complete] | [complete] | [complete] | Readiness decision [go / hold], authorised approvers [complete], date [complete], conditions and next review [complete]. Explain every N/A; an unfulfilled mandatory gate cannot be made N/A merely to meet a date. ## E. Service handover and hypercare record - Customer / service / environment reference: [complete; no secrets] - Subscribed products, accepted scope, exclusions: [complete] - Customer sponsor, Owner, administrator and technical lead: [complete] - Receiving service owner, support lead and escalation: [complete] - Baseline/configuration version and controlled runbook locations: [complete] - Integrations, source owners, refresh/operating cadence: [complete] - Accepted data boundary, retention and exit obligations: [complete] - Support channel and successful test case reference: [complete] - Support hours, time zone, holidays and daylight-saving treatment: [complete] - Agreed severities, response/update targets and resolution expectations: [complete] - Relevant contract/SLA reference, if any: [complete or none] - Monitoring, backup/recovery ownership and evidence references: [complete] - Training completed and customer documentation: [complete] - Open issue / severity / workaround / owner / due date: [repeat as needed] - Go-live acceptance date: [complete] - Hypercare start/end, coverage and touchpoint schedule: [complete] - Hypercare exit evidence and accepting parties/date: [complete] - Next value review and success measures: [complete] - Contract end / renewal notice dates and account owner: [complete] Do not substitute an indicative website response target for an agreed contract. Do not promise 24/7 support or a recovery/resolution time that the operating model cannot deliver. ## F. Pilot / production decision record - Decision type: [pilot outcome / production purchase / go-live / hypercare exit] - Date / decision-maker / participants: [complete] - Charter, order, scorecard and readiness evidence reviewed: [complete] - Outcome: [proceed / extend with conditions / stop / hold] - Criteria met, unmet and evidence limitations: [complete] - Business value observed and financial assumptions: [complete] - Mandatory security, procurement and operational gates: [complete] - Approved conditions, actions, owners and dates: [complete] - Extension scope, price, revised end date (if applicable): [complete] - Production commercial approval (separate from pilot success): [complete] - Required environment/data transition or export/deletion: [complete] - Access and subscription changes explicitly authorised: [complete] - Customer / AIDE/JEL approvals and evidence references: [complete] - Next review date and accountable owner: [complete] A missing reply is not acceptance. Store the signed or recorded decision with the engagement record.