Turn a client's Copilot request into a signed trial proposal — in one sitting.
Built for the owner or lead consultant at a 5-to-50-person firm that already sells Microsoft 365 projects. Stop hand-assembling trial proposals over days of revisions. Enter six facts and export a client-branded, fixed-price 30-day trial today.
No subscription. No access to your client's Microsoft account. Nothing to install.
- 1 Named workflow & licenses
- 2 Allowed data type
- 3 30-day spending ceiling
- 4 Human review & stop condition
A live request deserves a same-day answer.
When a client says "we want to try Copilot," you have one window to turn it into signed work. Pilot Pack gives you a finished, client-branded proposal in that same meeting — so the deal moves while interest is high.
One session, not days
Replace rounds of revisions with a single working session that ends in a signable scope.
A real line item
A vague ask becomes a fixed-price trial you bill at $1,250 to $2,500 inside your own proposal.
Pay only on a win
No standing subscription. The $249 fee lands only when a funded client sale is on the table.
From request to signature in three steps
The ask lands
A client raises Copilot during a proposal or a routine review meeting.
Six facts in, proposal out
Enter the six facts and export a client-branded trial proposal in the same session.
Close out at day 30
Generate a one-page closeout and recommend expand, revise, or stop — anchoring the next paid conversation.
What's inside every pack
Four pieces that take a casual question and turn it into a sellable, capped, signable project.
Six-fact intake
Captures the named workflow, license count, allowed data type, client owner, 30-day spending limit, and the human review or stop condition — and won't finish an incomplete pack.
Fixed-scope proposal
A client-branded scope with exclusions, a price ceiling, license assumptions, and ready-to-sign acceptance language. A vague ask becomes a sellable project.
Plain-language guardrail page
States the allowed data type, the human check, who handles escalations, and the condition that stops the trial — in plain terms, with no claim of legal or security approval.
30-day closeout
Records one agreed result, the actual spend against the cap, and a clear expand, revise, or stop recommendation to anchor the next paid conversation.
Nothing to install, nothing to secure
The pack never touches your client's Microsoft account or their data — every fact is entered by hand. No procurement review to clear before your first sale. The only thing you export is a client-branded document you attach to your own proposal.
Built for firms that sell Microsoft 365 work
If you price the work and sign the client proposal, this is for you. It bills the Copilot trial as your own service line — not another readiness report to hand off.
An active Copilot request from a client who is asking to try it.
A need for a bounded paid trial — a plain internal workflow test with hand-entered, non-sensitive facts.
A client decision-maker at a 50-to-500-person business who must approve the spend.
A normal, expected step
Microsoft's own published guidance treats a bounded trial and a readiness check as the standard first move before any wider Copilot rollout.
A scoped offer, not a pitch
Buyers in this channel respond to outcome-led, bounded offers attached to a real deal — not broad "AI service" pitches.
Fast, consistent turnaround
Every proposal across your firm reads the same way, and each one turns around in minutes instead of revision cycles.
Pay per client deliverable
Start free. Every tier sits well under the $1,250 to $2,500 trial it helps you bill — and every dollar is tied to a real client sale.
Sample pack
A synthetic pack to see the full output.
Free
- Full sample proposal & checklist
- No card, no commitment
One client pack
For a single live proposal.
$249
- One client-branded trial pack
- Intake, scope, guardrail & closeout
- Paid only when a deal is on the table
Practice packs
For firms with several live proposals.
$699 / 3 packs
- Eight packs at $1,499
- Practice-wide template controls
- Quarterly conversion summary
A signed, fixed-price Copilot trial — written in one session.
Start free with the sample pack. Buy a $249 pack the moment a real client sale is on the table. No subscription, no account access, no procurement hurdle to begin.