AGENCY PARTNER PILOT BRIEF
Chirply editorial - reviewed October 28, 2026
Companion: https://chirply.io/blog/manage-agency-partnerships-for-growth

HOW TO USE
Save one copy per pilot. Replace brackets, confirm the operating responsibilities
and link the separately approved commercial agreement. This is a planning record,
not a contract. It sends no invitation, grants no access and creates no account.

RELATIONSHIP AND OUTCOME
Agency / partner: [names]
Model: [referral / delivery subcontract / joint service]
Client outcome: [observable result]
Deliverable and scope boundary: [exact work]
Agreement reference and approval owner: [reference] / [owner]
Pilot decision date: [date]

OWNERSHIP
Intake owner: [person]
Delivery owner / backup: [person] / [person]
Acceptance owner: [person]
Client communication owner: [person]
Change approval owner: [person]
Access approval and review owner: [person]

HANDOFF - repeat for each stage
Stage: [intake / preparation / delivery / client review / ongoing operation]
Required inputs and version: [details]
Receiving owner: [person]
Acceptance checks: [observable tests]
Due date / actual completion date: [dates]
Evidence reference: [record]
Open decision and owner: [record]

ACCESS
Account and permitted actions needed: [scope]
Supported access path and approver: [details]
Review or end date: [date]
Keep passwords, tokens and one-time codes out of this brief.

ILLUSTRATIVE PILOT - replace with your agreed scope
Agency supplies approved landing-page copy and a controlled inquiry destination.
Partner builds the agreed page and supplies its version and verification notes.
Reviewer checks the published page, phone layout and controlled form submission.
Client operator repeats the agreed everyday edit.

PILOT REVIEW
Milestones due / accepted (defined period): [counts and dates]
Handoffs completed / reopened: [counts and definitions]
Observation / supporting record: [finding]
Next action / owner / due date: [record]
Decision: [continue / revise handoff / agreed closeout]
Final files, instructions and access responsibilities: [references and owners]

You may adapt this blank planning record for your own operating process.