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Agency Pilot Program

A 90-day test for private-service staffing agencies.

Test a structured onboarding resource with a limited group of newly placed or transitioning estate managers before considering a broader program.

Apply for the pilotReview the structure

Bounded by design

A pilot with a defined term, cohort, and feedback loop.

This is not a broad licensing program, a placement guarantee, a credential, or a right to resell the materials.

  • A defined pilot for a small number of active placements
  • Private Estate OS Toolkit licenses for approved pilot households
  • Manager onboarding and implementation sessions
  • Agency feedback review and placement-continuity scorecard
  • A written pilot scope, confidentiality terms, and success criteria
90 DAYS5

maximum approved toolkit licenses

3

maximum founding agencies

No white labeling, resale, exclusivity, or outcome guarantee.

Pilot flow

Test adoption before discussing scale.

  1. 01

    Agency qualification

    Confirm an executive sponsor, pilot cohort, timing, and appropriate use.

  2. 02

    Written pilot agreement

    Define licenses, confidentiality, responsibilities, feedback, and prohibited use.

  3. 03

    Kickoff and implementation

    Orient the agency team and participating managers to the toolkit.

  4. 04

    Usage checkpoints

    Review adoption and usability without collecting confidential client property data.

  5. 05

    Decision review

    Use deployment and feedback evidence to decide whether a broader agreement makes sense.

Pilot qualifications

Built for agencies ready to test, not just browse.

Required

  • Active work in private domestic staffing
  • An executive sponsor for the 90-day pilot
  • At least three appropriate participating managers or placements
  • Agreement to complete the feedback checkpoints
  • Understanding that the pilot does not guarantee retention or client outcomes

Not included

  • Recruiting, worker referral, background screening, or payroll
  • White labeling or resale
  • A professional certification or employment qualification
  • Use across unlicensed clients or unrelated principals
  • Exclusivity or guaranteed outcomes

Agency application

Apply for a founding pilot.

Share the agency, markets, proposed cohort, and pilot timing. Do not submit candidate files, client identities, property information, background reports, or other sensitive records.

Do not submit passwords, access codes, identity documents, payment details, medical information, information about minors, property records, or sensitive itineraries.

See the base product

Review the Toolkit before applying.

The pilot is built around the same single-estate operating files, with agency onboarding and a bounded feedback process.

View toolkit detailsAsk a general question