# CSV automation: one-page business offer worksheet

**Illustrative example, not a verified customer story.** This worksheet is free, does not require email registration, and does not promise revenue.

## The buyer and their real pain

- Specific buyer (e.g. bookkeeper at a small shop): __________________
- How often they receive an inconsistent spreadsheet: __________________
- Time and errors before automation (ask customers; don't invent numbers): __________________
- What output would count as useful and correct: __________________

## The smallest paid pilot

- Input and allowed fields: __________________
- Validation rules, unusual cases, and rejected-record review process: __________________
- Deliverables (e.g. accepted.csv, review.csv, usage instructions): __________________
- Handling confidential data, retention, and access: __________________
- Manual support needed during the first run: __________________
- Proposed pilot price (validate with actual prospects): __________________
- Acceptance test and evidence of success: __________________

## Organic discovery experiment

- Search question a customer actually asks: __________________
- Publish a working answer or demonstration: __________________
- Ask five relevant people for feedback without spam or pressure: __________________
- Track useful engagement, qualified inquiries, and actual conversions separately: __________________
- Decision after two weeks: repeat / refine / stop: __________________

## Boundaries

Do not ingest real customer exports until you have permission, a privacy plan, a retention policy and appropriate security. This free sample uses fictional records only. Review your own customer agreement before offering services.

**Next:** [Free CSV example](https://python2profit.com/build/csv-automation-service/) · [Python to Profit curriculum](https://python2profit.com/#curriculum)