CDP 30-Day Pilot
A 30-day governance overlay for one regulated UK sales team. CRM decision fields, operator training, manager oversight, and measurement — installed and handed over.
UK only · Non-renewing · Compatibility check required · Deliverables-based acceptance
Active pilot participants can access the delivery app.
What This Is
- Five CRM governance fields configured for your existing system
- A 16-session operator training programme
- A weekly manager oversight cadence: evidence audit, pipeline review, coaching
- A measurement framework tracking five defined metrics
- Eight defined deliverables (D1–D8) transferred at completion
Methodology-neutral. Your team continues using its existing sales process.
Three Governance Behaviours
Honest Framing
Open the interaction by stating purpose, the decision being tested, and one possible misfit.
Risk Disclosure
State the relevant weakness or limitation before the buyer discovers it.
Decision Capture
End qualified interactions with a documented next-state by deadline, rather than open-ended drift.
Compatible with any established sales methodology. The pilot does not change how your team sells.
How the 30 Days Work
Setup
CRM fields installed, baseline export, schedules confirmed
Core behaviours
Sessions on the three governance disciplines
CRM integration
Live pipeline integration and field adoption
Pressure testing
Live pipeline reviews and coaching
Certification and handoff
Measurement, scorecard, playbook handover
Deliverables D1–D8
Baseline Metrics Pack
CRM Field Specification
16-Session Training Programme
Operator Certification Records
Weekly Manager Oversight Protocol
Governance Scorecard
30-Day Measurement Report
Operating Playbook Handoff
Measurement
Five metrics tracked across the pilot period:
- Decision Documentation Rate
- Binary Outcome Rate
- Evidence Compliance Rate
- Opportunity Ageing
- Forecast Variance
All measured and reported. None guaranteed.
CRM Compatibility
A 15-minute compatibility check is required before the SOW is issued. Any CRM that supports custom fields and data export is supported.
Who Delivers
Sindri Jónsson — Principal. Governance design, delivery, measurement.
Andrej Pelko — Operations & QA. Instrumentation, data hygiene, evidence capture.
Pilot Details
30
Calendar Days
5–10
Operators
£10,000
Pilot Fee
- 1–2 managers. 1 team.
- 50% on signature. 50% on completion.
- UK only. Non-renewing. CRM compatibility check required.
- Acceptance = D1–D8 delivered.
Not Included
Compensation/bonus design · HR policy · Legal, regulatory, or compliance advice · CRM licences · Automated workflows · Sales methodology replacement · Post-pilot support
Check Pilot Fit
Tell us about your team and how pipeline governance may be relevant.
Haven't reviewed your outbound yet? The Outbound Governance Install is the fixed-scope first step for teams that need message control before pipeline governance.
Learn about the Outbound Governance Install →CDP does not provide legal, regulatory, or compliance advice. The client retains sign-off on all regulatory interpretation. Deliverables provided — not outcomes achieved.