Design partners for software & consulting
Every pilot customer with the success metric agreed on day one, progress by week, the result and whether it converted.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Every pilot customer with the success metric agreed on day one, progress by week, the result and whether it converted.
- Tracks
- Partner company, Main contact, Contact email, Pilot type, Start date, Success metric, Baseline, Target, Result, Tools built, Status, Case study permission, Last update, Owner
- Flags automatically
- No update in 7 days when Last update is more than 7 days ago and Status is not Converted and Status is not Not converted
- Ask for a case study when Status is Converted and Case study permission is Pending
- Converted when Status is Converted
- Actions and automations
- Send email: Email the contact email.
- Create a one-page summary: A short Word summary of this partner company for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every partner company for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.