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Pre-sale and letter of intent outline

An outline for a short, plain-language letter of intent or founding-customer pre-sale agreement with an early buyer.

Use when: Use it when a prospect has confirmed the problem and you want a written commitment before or while you build.

LETTER OF INTENT / PRE-SALE OUTLINE
This outline is not legal advice. Have a qualified lawyer review any agreement before you sign it or ask anyone else to.

Date: [DATE]
From (customer): [ORGANISATION NAME], represented by [NAME, TITLE]
To (supplier): [YOUR COMPANY OR NAME]

1. PURPOSE
[CUSTOMER] intends to [PURCHASE / PILOT] [PRODUCT NAME], which will [ONE-SENTENCE DESCRIPTION OF OUTCOME].

2. SCOPE
The product is expected to include: [CORE CAPABILITY 1], [CORE CAPABILITY 2], [CORE CAPABILITY 3].
Out of scope for this agreement: [ITEMS].

3. TIMING
Target availability date: [DATE OR QUARTER]
Pilot or evaluation period: [LENGTH]

4. COMMERCIAL TERMS
Price: [AMOUNT] per [MONTH / YEAR / UNIT] for [NUMBER OF SEATS OR UNITS]
Founding customer discount: [DISCOUNT AND HOW LONG IT LASTS]
Deposit or pre-payment (if any): [AMOUNT], payable on [DATE]
Refund terms: [e.g. full refund if the product is not available by DATE]

5. SUCCESS CRITERIA
The customer will consider the pilot successful if: [MEASURABLE CRITERIA]

6. CUSTOMER COMMITMENTS
- Provide a named contact: [NAME]
- Join a feedback session every [FREQUENCY]
- Share [DATA OR ACCESS NEEDED], subject to [CONFIDENTIALITY TERMS]

7. BINDING OR NON-BINDING
This letter is [NON-BINDING, EXCEPT FOR SECTIONS X AND Y / BINDING]. [ANY CONDITIONS]

8. CONFIDENTIALITY
[SHORT CONFIDENTIALITY STATEMENT OR REFERENCE TO A SEPARATE AGREEMENT]

SIGNED
Customer: [NAME, TITLE, SIGNATURE, DATE]
Supplier: [NAME, TITLE, SIGNATURE, DATE]

Replace every [BRACKETED] field. Delete any line that does not apply to you.