HOW IT WORKS

Three steps, at the pace of your evidence.

Join the intake queue and we email your materials when your place is ready. Aim to complete Steps 1 and 2 within four weeks of receiving them. Customer evidence and the Crosscheck may take longer; the full process has no fixed deadline.

1WHEN YOUR PLACE IS READY

Join the queue. When your place is ready, start with your workbook.

We release pilot places in batches and email the workbook matched to your situation, the Pilot Guide and The Method when your access is ready. Time in the queue doesn’t count toward your four weeks. You can switch to a different workbook at any time.

Start with your workbook. The Pilot Guide explains the timeline. The Method is there if you want the thinking behind it. Do Step 1 on your own, before discussing your answers with your team.

See inside the workbooks

STEPS 1 AND 2 · AIM FOR FOUR WEEKS
  • Step 1. The leader answers six questions alone, in writing, in about an hour. Each answer is marked Known or Assumed.
  • Step 2. Five people from five functions answer the same questions on their own, about 20 minutes each. Optional for solo founders.
  • Where answers differ is a gap. No gaps doesn’t mean the team is right, so everyone goes on to Step 3.
2WITHIN FOUR WEEKS

Write down what you believe. See if the team agrees.

Aim to complete Steps 1 and 2 within four weeks of receiving your materials. When you finish, request your outside read from your pilot page. Reports are scheduled separately.

3AT THE PACE OF YOUR EVIDENCE

Check it against customers.

Collect what customers say without being asked, log what they do that doesn’t fit the plan, and run the four signal checks: repeated, consistent, costly, lasting. Until all four are Yes, a behavior is a lead, not a pattern.

You finish with a one-page Brand Brief: the customer role your evidence supports, what remains uncertain, and what to test next.

4SCHEDULED SEPARATELY

Seal your findings. Then see the outside read.

Once we start your report, we research your market from public evidence only: a Brand Intelligence Report if you have customers, an Idea Intelligence Assessment if you don’t. We never receive your workbook or internal findings.

See a specimen outside read (fictional company)

See a sample outside read for each edition · Follow one fictional company through the whole pilot

When your report is ready, we ask you to confirm your completed internal findings are saved and dated. Only then do we release it. Keep the original; record any later revisions separately.

5WHEN BOTH SIDES ARE DONE

Run the Crosscheck yourself.

Set your sealed findings beside the outside read, claim by claim, using the Crosscheck worksheet and the optional AI assistant file.

Crosscheck is participant-led. A facilitated review isn’t part of the pilot.

EACH CLAIM COMES OUT
  • Supported. Both reads point the same way. That strengthens a claim; it doesn’t prove it.
  • Challenged. The reads differ. The better-supported evidence wins, whichever side it came from, and the reason is written down.
  • Unresolved. Neither side can support it yet. It stays open, with the next test named.
See the whole journey: workbook, outside read, Crosscheck and decision, for one fictional company. Follow Velmont →
WORKBOOKS NOW · THE APP NEXT The pilot runs on workbooks. The app will walk your team through the same steps.

The app is in development. It takes these steps online: it invites your team by function, tells each person when it’s their turn, saves as you go, and keeps everyone’s answers hidden until all of them are in. What pilot teams find hard on paper tells us what the app has to do first.

See what the app does
THE PILOT TIMELINE Three steps, at the pace of your evidence.
WHEN ACCESS IS SENTYour workbook, the Pilot Guide and The Method arrive by email. Your four weeks start here.
WITHIN FOUR WEEKSAim to complete Steps 1 and 2.
WITHIN SIX WEEKSShare honest progress feedback, even if you haven’t finished.
NO FIXED DEADLINECustomer evidence and the Crosscheck may take longer.
Join the free pilot