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Blank template / No customer results

A shared view of the pilot.

The report we propose reviewing together. Every dash below is unfilled; it does not mean zero.

Brokerage pilot review

Brokerage / plan
To be agreed

Reporting period / review date
To be agreed

MeasureCountEvidence / denominator
Introductions made—Brokerage count, or unknown if not recorded
Attributed arrivals / inquiries—Distinct recorded arrivals or inquiries; separate from introductions
Confirmed course purchases—Provider-verified paid orders; exclude QA
Separate app purchases—Provider-verified app items; exclude QA
Course access confirmed—Confirmed course access / eligible course buyers
App activated—Activated passes / eligible app buyers
First useful course task—Completed task / course buyers, with evidence source
First useful app task—Completed app task / app buyers, after activation
Refunds—Course and app tracked separately against the original order
Support effort—Sterling minutes and brokerage effort recorded separately

What we learned

Useful tasks · Recurring questions · Access issues · Introduction effort

Decision and next action

Continue / adjust / extend / stop · Owner · Due date

Mark unknown denominators explicitly. Distinguish self-reported from observed task completion. Small cohorts may identify people, so avoid narrow breakdowns or private quotations. No seller chat, offer, document or buyer-contact details belong in the routine report.