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Executive Vigilance Pilot

Prove the vigilance loop in 4-6 weeks.

AEGIS is for teams that already have the context, but still miss what matters between CRM, email, documents, and decisions.

A controlled paid pilot connects a narrow set of business sources, runs a weekly Opportunity Radar, lets leadership approve what matters, and turns accepted catches into reusable company memory.

Founder-led teams Mid-market operators Source-backed catches Human-approved memory No autonomous external action
Why This Pilot Exists

Most missed opportunities are already visible somewhere.

The problem is not a lack of information. It is that the information sits across systems and people: a CRM note, an email thread, a proposal clause, a meeting decision, a task that never got an owner.

01

Missed follow-ups

High-value leads, partners, or renewals age out because no one sees the full trail across CRM and communication history.

02

Untracked obligations

Contract, proposal, or operational commitments exist in documents, but do not reappear in the team's operating rhythm.

03

Strategy drift

Leadership decisions are made once, then quietly stop shaping day-to-day choices because they were never turned into memory.

The Pilot Loop

Connect context. Surface signals. Approve memory. Reuse it.

The pilot is intentionally narrow: one operating loop, two or three source categories, weekly review, and a final evidence-backed readout.

1. ConnectCRM export or lightweight CRM access, selected email threads, and key documents such as contracts, proposals, strategy notes, or meeting summaries.
2. SurfaceAEGIS runs Opportunity Radar across the agreed context and returns candidate signals with source evidence.
3. ApproveYour team accepts, rejects, or edits surfaced insights in a 45-60 minute weekly review.
4. ReuseAccepted catches become trusted Memoria nodes, available to later radar runs, document review, and executive questions.
Trust boundary: AEGIS does not send emails, update CRM, sign contracts, or take consequential outward action during the pilot without explicit human approval. Generation is a proposal. Action is human-approved.
What Happens In 4-6 Weeks

A pilot designed to prove value, not features.

The result should be concrete enough for the client to decide whether to stop, extend, or convert to a retained vigilance loop.

0-1

Setup and source verification

Scope the operating loop, connect agreed sources, verify ingestion quality, and run the first baseline scan.

2-5

Weekly radar and review

Surface candidate signals, review them with the client, and turn accepted findings into trusted company memory.

6

Evidence-backed readout

Show what was caught, which sources mattered, what memory was reused, and where the loop should go next.

Expected Outcomes

What a qualified team should see.

By the end of the pilot

  • Three to five actionable operating signals with source evidence.
  • A growing memory of accepted decisions, partner context, and operating rules.
  • One before-and-after workflow, such as follow-up, contract review, or executive update.
  • A final recommendation: stop, extend, or move to a retained model.

What makes the pilot viable

  • One executive sponsor and one operational contact.
  • Usable source material and clear access boundaries.
  • A weekly 45-60 minute review slot.
  • Honest approval/rejection feedback on what AEGIS surfaces.
Commercial Shape

Paid pilot, scoped before price.

The public offer is deliberately not a price sheet. Source complexity, document volume, review cadence, and support intensity determine the exact pilot fee.

Typical pilot range

low five figures

Most first pilots are scoped as a serious commercial engagement, not a free proof-of-concept. The right number follows the source inventory and delivery model.

Focused pilots test one narrow vigilance loop.
Standard pilots add a document workflow and stronger reuse evidence.
High-touch pilots include deeper operating support and custom reporting.
Confidence posture: once agreed sources are connected and initial ingestion is verified, the pilot is expected to surface valuable candidate signals within the following three weeks. Exact success criteria are defined during scoping against the chosen workflow.
Retained model: if the pilot proves useful, retained vigilance is priced around sources monitored, document volume, review cadence, and support intensity.
Governance

Small pilot. Serious boundaries.

Tenant-scoped data

Pilot data is scoped to the client's tenant and workflow. Public case studies or testimonials require explicit written approval.

Application memory, not model memory

Accepted insights become Memoria nodes inside AEGIS. They are not used to train a shared model or another client's AI.

Source-backed evidence

Useful catches should carry provenance: source, decision, trust level, and what changed after review.