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Proposing a pilot order

Channel
Email
Use when
You want to start with a smaller first order so both sides can build confidence.

Tip: Present the pilot as a shared learning step for both companies, not as a test of the partner.

Fill every field before you send. Remove any line that does not apply, rather than leaving a field empty. Adjust the greeting to the time of day where your partner is.

Fill in the details

Details you enter are remembered on this device for your next template.

The partner's title, for example Mr., Mrs., Dr., Engr., Barr., Chief or Alhaji.
The partner's surname. Use first names only after the partner invites you to.
The product or product line under discussion.
The agreed or proposed quantity.
The length or dates of the pilot.
The payment method, for example a confirmed letter of credit, escrow or staged payments.
Your full name.
Your company name.

Preview

Subject: Proposal for a pilot order

Dear {{PartnerTitle}} {{Surname}},

Thank you for our recent conversations. To help us both build confidence in the partnership, we would like to propose a pilot order:

1. Product: {{Product}}

2. Quantity: {{Quantity}}

3. Period: {{PilotPeriod}}

4. Payment: {{PaymentMethod}}

At the end of the pilot, we would review the results together and agree on the next stage. We welcome your thoughts and any changes you would suggest.

Warm regards,

{{MyName}}

{{MyCompany}}

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From DealDialect (dealdialect.com) by Ayomide Adeyeye, licensed CC BY 4.0.