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.
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.
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.
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.
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.
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.
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.