Pilot Agreement Template
One Site · One Month · Fixed Fee — Version 1.0
| Provider | The Golden Thread ("Provider") — [Provider legal name, address, and registration number] |
| Client | [Client company name, registered address, and company number] |
| Site | [Site address and project reference] |
| Agreement date | [Date of signing] |
| Pilot start date | [Agreed start date] |
| Pilot end date | [Agreed end date — 30 calendar days from start] |
The Provider agrees to deliver the Golden Thread site reporting and visibility platform on a single-site basis for the duration of the pilot period. The pilot covers the following services:
(a) Full system setup and configuration for the agreed site, including WhatsApp integration via Twilio.
(b) Crew onboarding session (remote, maximum 2 hours) to establish the WhatsApp reporting workflow.
(c) Manager onboarding session (remote, maximum 2 hours) covering the dashboard, open issue tracker, daily summaries, and Manager Q&A.
(d) Access to the live manager dashboard throughout the pilot period, including: daily shift summary, open issue tracker, log search and export, and AI-powered Manager Q&A.
(e) A final handover pack at the end of the pilot period: full project log exported as PDF and CSV.
The fixed pilot fee is [£____] ("the Pilot Fee"), payable in full before the pilot start date. The Pilot Fee covers all services described in Clause 2 for the agreed site and duration. There are no additional costs unless additional sites or extended scope are agreed in writing.
The Provider guarantees that if the platform does not deliver a measurable, visible improvement to the Client's site reporting and handover documentation process during the pilot period, the Provider will refund the setup element of the Pilot Fee. The setup element is defined as 30% of the total Pilot Fee.
To invoke this guarantee, the Client must submit a written request within 7 days of the pilot end date, describing specifically how the platform failed to improve reporting or handover processes. The Provider will assess the claim within 14 days and, if upheld, issue the partial refund within 30 days.
(a) The Client will designate a named Site Manager who will act as the primary dashboard user and point of contact during the pilot.
(b) The Client will ensure that a minimum of [__] crew members are onboarded onto the WhatsApp reporting workflow within 5 business days of the pilot start date.
(c) The Client acknowledges that the value of the platform is proportional to the volume of messages submitted by site workers. Low message volume during the pilot period does not constitute grounds for a guarantee claim under Clause 4.
All site data submitted through the platform belongs to the Client. The Provider will not share, sell, or use the Client's site data for any purpose other than delivering the services described in this agreement. Data is stored on secure UK-based infrastructure and retained for 12 months following the end of the pilot unless the Client requests earlier deletion.
Each party agrees to keep the terms of this agreement and any proprietary information shared during the pilot confidential, unless required by law to disclose.
The Golden Thread platform, including its software, AI models, workflows, and documentation, remains the sole intellectual property of the Provider. The Client receives a limited, non-transferable licence to use the platform during the pilot period and, if extended, during any subsequent subscription period.
At the end of the pilot period, this agreement expires automatically. There is no automatic renewal, no lock-in, and no obligation on either party to continue. If the Client wishes to continue using the platform, the parties will agree a new subscription agreement at rates to be confirmed.
The Provider's total liability under this agreement is limited to the Pilot Fee paid by the Client. The Provider is not liable for any indirect, consequential, or business losses arising from use of or reliance on the platform.
This agreement is governed by the laws of England and Wales. Any disputes will be resolved first through good-faith negotiation, and thereafter through the courts of England and Wales.
By signing below, both parties agree to the terms of this Paid Pilot Agreement.
Name: ___________________________
Title: ____________________________
Date: ____________________________
Name: ___________________________
Title: ____________________________
Date: ____________________________