Pilot program · December 2026
The December 2026 design-partner pilot.
A concierge pilot on your own Salesforce data or a CSV, for customer success leaders who want to see renewals early. Onboarding runs 1 to 12 December 2026.
Who it’s for
Built for teams that own the renewal.
CS leaders
VPs and heads of customer success who answer for net revenue retention.
B2B software companies
Technical products where post-sales owns the renewal.
Salesforce or CSV
Your accounts live in Salesforce, or you can export them to a file.
What you give
- A 60 to 90 minute setup call.
- Read-only Salesforce access, or a CSV.
- 30 minutes a week of honest feedback.
What you get
- Your whole book scored and explained.
- A Renewal Room for your next 120 days.
- Direct input into what we build next.
- Your data deleted on request, confirmed in writing.
Timeline
From request to first forecast.
- Now
Request a pilot
Tell us about your team and your book of business.
- November 2026
Fit call and DPA
A short call to check fit. We sign the DPA before any data flows.
- 1–12 December 2026
Onboarding
A 60 to 90 minute concierge setup on your Salesforce data or a CSV.
- Weekly
Feedback loop
30 minutes a week: forecasts against outcomes, and what to build next.
- Pilot end
Review and decide
We review results together. Your data is deleted on request, confirmed in writing.
Request a pilot
Tell us about your book.
We reply personally. No sales sequence, no newsletter.
What does the pilot cost?
Nothing. It’s a free pilot for December 2026 design partners. Pricing after the pilot is shared with pilot partners, and you decide at the end whether to continue.
Do you write anything to Salesforce?
No. The connection is read-only and scoped to the Account object.
Is AI used on our data?
Not during the pilot unless our AI provider has confirmed zero data retention in writing and your admin turns it on.
What if we don’t use Salesforce?
You can start with a CSV export of your accounts.
What happens to our data at the end?
We delete it on request or at the end of the pilot and confirm in writing.
Do you have SOC 2?
No, not yet. Our security page lists what is in place and what isn’t.