Article

Dear SaaStr: We're Starting a Big Paid Pilot. How Do We Maximize the Chances of Success?

Jason Lemkin · SaaStr Free Intermediate

Picks up right where the previous piece leaves off: once you've decided to charge for the pilot, how do you actually structure it so it converts. It's specific about setting a success metric and a decision date up front, which is the exact mechanism this question's answer points to. Short and practical.

  • Agree on what success means before the pilot starts, in writing
  • Set a hard end date so the pilot doesn't drift indefinitely
  • Involve the economic buyer in the pilot, not just the end user

The question it answers

  1. Should I offer a free trial, a paid pilot, or a discount to close my first customers?

Read with it

  1. The single best thing ever written on customer conversations. It teaches you to ask about the customer's life and past... momtestbook.com Book · ~130 pages The Mom Test Rob Fitzpatrick
  2. The permission slip to recruit users by hand, do things manually, and deliver 'insanely great' experiences to your first few... paulgraham.com Essay · ~15 min read Do Things That Don't Scale Paul Graham
  3. A data-backed teardown of how companies like Figma, Gusto, and Vanta actually sourced their earliest customers. Replaces... Lenny's Newsletter Article · ~15 min read How today's fastest-growing B2B startups found their first ten customers Lenny Rachitsky
  4. A tactical follow-on covering the channels and motions top B2B startups scale after the first ten. Grounds distribution... Lenny's Newsletter Article · ~15 min read How to win your first 10 B2B customers Lenny Rachitsky
  5. The authoritative handbook on founder-led sales, written for technical/first-time sellers building B2B SaaS. Readable free... foundingsales.com Book · book (~400 pages) Founding Sales: The Early Stage Go-to-Market Handbook Peter Kazanjy
  6. Long-form, candid interviews with Indian founders and investors on how they actually grew, distributed and built brand, one of... The Neon Show / Neon Fund Podcast · 200+ episodes The Neon Show (100x Entrepreneur Podcast) Siddhartha Ahluwalia
eChai Partner Brands The partnership →