presentation · Report

Pilot results report template

The report you send at the end of a pilot, ahead of the full contract: before/after metrics as live fields, the trend as a chart, the dollar impact and the rollout plan. The final numbers are saved to the client’s profile.

Start with this template→ Open the live example ↗

app.naimi.ai/summit-gear-co-40f2e6

Pilot results report — real Naimi template, personalized for Summit Gear Co

what’s inside

5 slides, 3 personalized fields, and what happens on the page.

Engraving — copperplate engraving, indigo ink on cream laid paper, Prata display type.

Slides

Pilot results
Before and after metrics
Trend
Dollar impact
Takeaways and recommendations

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Client company
Pilot period
Account owner

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Metrics as live fields: adjust a number on the call and the chart and the dollar impact recalculate
Final values promoted to the client card
Trend chart drawn in the template — no charting library

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Summit Gear Co: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF or an editable PowerPoint.

faq

About this template.

Why are the metrics editable on the page?

Because pilot numbers get challenged in the meeting. Change the input in front of the client and the trend and dollar impact follow; the values you end on are saved.

Can the client see it without a login?

Yes. It is a web link; opens and view time are reported to you. Export a PDF when procurement asks for a file.

Does it work for other pilots?

Yes. The metric names and the dollar formula are template content — Studio or your agent swaps them for your pilot’s KPIs.

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