Your pilot plan
A 90-day pilot, planned day by day.
Pick the playbook you want to run. Your plan shows who to invite, what to set up, what to do each day of the first week, and what happens across the 90 days.
EX Employee
- Continuous Engagement PulseMonthly
- Quarterly Engagement PulseQuarterly
- Manager Effectiveness PulseQuarterly
- Frontline Burnout PulseSuggested: every two weeks
- 30-Day Onboarding Check-In30 days after hire date, once configured and activated
- Post-Reorg Listening SprintBaseline near announcement; follow-up due 45 days after baseline opens
- Annual Engagement BaselineAnnual
- Annual Benefits PrioritizationAnnual, before benefits renewal or budget planning
- Exit SurveySuggested: about two weeks before departure
CX Customer
- Public Product Feedback PulseAd hoc / on demand
- Public Customer Satisfaction PulseAd hoc / on demand
- Relational NPS PulseQuarterly
- Post-Support Follow-UpSuggested: about four hours after a support ticket closes
- Customer Onboarding NPSSuggested: 30 days after first purchase
- Product Feedback CaptureOne-time per launch (or quarterly digest)
- Renewal Risk PulseSuggested: 90 days before renewal
- Win-Loss SurveySuggested: 14 days after a sales decision