The paid proof pilot

One course. One cohort. Fourteen days of real use.

A four-week paid proof pilot with success criteria you write down before we start. Small enough to be honest about, real enough to prove something.

What the pilot actually is

Not a trial. Not a sandbox. One real course, taken by a real team.

You bring existing material, or one subject-matter expert, for one real course and one real team. We stand up your branded Brokerage University, author the course with you, and put it in front of people doing the actual job. Then we look at what happened, against criteria you agreed in writing at the start.

What you get

Your own branded university stood up and mapped to your structure, one real course authored from your material, a cohort enrolled, and a readiness report at the end measured against your own success criteria.

What we need

A training owner who can make decisions, existing material in whatever state it is in, and one or two subject experts for short validation check-ins. Not a documentation project.

How the four weeks run

The fourteen days that matter are the ones your brokers spend in it.

About four weeks end to end. The middle two are the ones being tested; the first week is setup and the last few days are the review.

Week 1 · day 1 to 7Stood upYour branded Brokerage University, built to your brokerage structure. Your material in, your roles and branches mapped, your learners registered, and one real course authored. We do the heavy lifting.
The 14 days · day 8 to 21Your brokers use itThe course is assigned and worked through by a real cohort doing real work, not a demo group clicking past screens.
Week 4 · day 22 to 25You see where they standYou review the result against the success criteria you wrote, desk by desk and branch by branch. A readiness report is submitted.
The part most people skip

Success criteria are agreed in writing before day one. If we cannot write down what would make this worth doing, that is worth knowing before you spend anything.

Before you get here

A pilot without a number is a guess.

We do not open with a pilot, and it is not a sales tactic. A pilot is scoped against what your current training model is costing you. Without that figure there is nothing to aim the pilot at, no way to size it honestly, and no way for either of us to say afterwards whether it worked.

So the sequence below is not a hurdle. It is the shortest route to a pilot that is actually scoped to your brokerage rather than to a generic template. Scope and necessity are decided in the Review, not before it.

Three steps

Diagnostic, then Review, then pilot.

In that order, and it is short. The first step takes about a minute.

1
Find your numberSix questions produce a directional annual figure for what your current training model is costing you. No signup to see it.
2
Training Drag ReviewA private 20-minute working session. We work out how much of that number you can directionally recover, per hire, per month and per year, and what it would take.
3
Paid proof pilotScoped in the Review. Four weeks, one course, one cohort, fourteen days of real broker use, success criteria agreed in writing first.

Not done the Diagnostic yet?Start there. It takes about a minute and it is the number the Review is built around.

Start the Diagnostic

Six quick questions. No signup to see your directional estimate.

Already have your number and your six-page report?Finding the number is the easy half. The Review is where we work out what is recoverable, and where the pilot gets scoped.

Book a Training Drag Review

A private 20-minute working session. No slides and no sales presentation.

Book it

Book a Training Drag Review.

A private 20-minute working session. We look at your number, work out how much of it is directionally recoverable per hire, per month and per year, and scope whether a pilot is the right next step. No slides and no sales presentation.

What happens nextYou pick a time, we confirm by email, and you get the session. If a pilot is not the right answer for you, we will say so in the call rather than afterwards.

Not done the Diagnostic?It takes about a minute and gives the Review something concrete to work from. Start the Diagnostic.

No pressure. If we are not a fit, we will tell you quickly.

Straight answers

What people ask before committing.

Do we have to write all this down first?No. That is the part everyone dreads and it is not what we ask for. Record a conversation with the person who knows, capture the process on screen, or hand over a document that already exists. You are not starting a documentation project.
Who does the work in week one?We do the heavy lifting. You supply the material and the decisions. Your subject experts are needed for short validation check-ins, not for building.
What counts as success?Whatever you write down before we start. It is your standard, not a benchmark we bring with us. The readiness report at the end is measured against exactly that.
What happens after the pilot?If it hits the criteria you set, wider rollout is scoped with you: more courses, more roles, more branches. If it does not, you have a written record of why, which is worth something on its own.
Who owns what we build?You do. Your material stays yours, it is never used to train anything for anyone else, and it leaves with you if you go.
Can we skip the Diagnostic and the Review?You can book the Review directly if you already know you want one. The Diagnostic exists because it takes about a minute and it gives the Review something concrete to work from. Skipping both means scoping a pilot blind, which serves neither of us.

Prove it small, then decide.

One course, one cohort, fourteen days of real use, and a written answer at the end. It starts with the number.

Find My Training Drag

Six quick questions. No signup to see your directional estimate.

Start the Diagnosticsix quick questions · no signup · or book a Training Drag Review