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Beta Testing Plan

This document outlines how we recruit, run, and measure the AI Wallet beta with early developer partners. Objective: Validate core hypotheses, capture product feedback, and define success/exit criteria for moving to general availability.

Beta Goals and Hypotheses

Primary Goals

  • Product-Market Fit Validation: Confirm that AI Wallet solves real problems for AI developers
  • Technical Validation: Ensure the SDK integrates smoothly with existing developer workflows
  • Business Model Validation: Test the prepaid credit system and budget management approach
  • Partnership Strategy: Validate the co-marketing and revenue sharing model

Core Hypotheses to Test

  1. Problem Validation: AI developers struggle with budget control and governance in AI applications
  2. Solution Validation: A unified wallet + IAM + usage tracking system provides visible value
  3. Integration Validation: Developers can integrate AI Wallet in under 2 hours with existing apps
  4. Value Validation: Budget enforcement and consent receipts provide measurable business value
  5. Partnership Validation: Co-marketing with platforms like OpenRouter/Vercel drives adoption

Success Metrics

  • Integration Success: 80% of partners successfully integrate within 1 week
  • Usage Metrics: Average 100+ API calls per partner per week
  • Budget Compliance: Zero budget overruns among beta partners
  • Partner Satisfaction: 4.5+ rating on integration experience and value delivered
  • Retention: 90% of partners continue using AI Wallet post-beta

Design Partner Strategy

Target Partner Profile

  • Primary: Indie AI developers and small SaaS companies (1-10 developers)
  • Secondary: AI-first startups with existing user bases (10-50 developers)
  • Ideal Partners:
  • Building chat applications, RAG systems, or image generation tools
  • Currently managing AI costs manually or through basic rate limiting
  • Have 100+ active users or enterprise deployment pipeline
  • Value governance and cost control over pure cost optimization

Partner Recruitment Approach

  • Design Partner Sprint: Target 3-5 partners in first 30 days
  • Recruitment Channels:
  • Direct outreach to AI developer communities
  • Leveraging OpenRouter and Vercel partner networks
  • GitHub repository engagement and community building
  • Developer conference and meetup presence
  • Value Proposition:
  • Free AI Wallet implementation and support
  • Revenue sharing on any referred business
  • Co-marketing and showcase opportunities
  • Early access to new features and improvements

Partner Selection Criteria

  • Technical Readiness: Existing AI integration that could benefit from governance
  • Business Model: Subscription or usage-based revenue where cost control matters
  • User Base: Minimum 100 active users or enterprise deployment pipeline
  • Commitment Level: Willing to provide regular feedback and participate in weekly syncs
  • Geographic Focus: US-based for initial beta (regulatory simplicity)

Partner Onboarding and Success Criteria

Onboarding Process

  1. Initial Consultation (Day 1-2)
  2. Technical requirements assessment
  3. Current AI cost and governance challenges

  4. Integration timeline and resource availability

  5. Technical Integration (Day 3-7)

  6. SDK installation and basic configuration
  7. Authentication setup (OAuth 2.1, API keys)
  8. Budget configuration and initial testing

  9. Integration testing in development environment

  10. Production Deployment (Day 8-14)

  11. Gradual rollout to subset of users
  12. Monitoring setup and alerting configuration
  13. Performance baseline establishment

  14. User feedback collection mechanism

  15. Full Production (Day 15-30)

  16. Complete integration rollout
  17. Full feature utilization (budgets, governance, analytics)
  18. Regular check-ins and optimization

Success Criteria by Milestone

  • Week 1: Successful SDK integration and basic functionality
  • Week 2: Production deployment with initial user base
  • Week 3: Full feature utilization and regular usage patterns
  • Week 4: Positive feedback on value delivered and integration experience

90-Day Beta Pipeline

Days 0-30: Foundation Phase

Core Features: Login + Budgets + PKCE + Stripe - Authentication System: OAuth 2.1 implementation with PKCE flow - Budget Management: Per-user, per-app, and organizational budget controls - Payment Integration: Stripe integration for prepaid credit system - Basic Analytics: Usage tracking and basic reporting - Success Target: 3-5 partners successfully integrated

Days 31-60: Enhancement Phase

Core Features: Consent receipts + Org policy + Rate-limit/Velocity locks - Consent Management: User consent tracking and receipt generation - Organizational Policies: Multi-level policy management and enforcement - Advanced Controls: Rate limiting, velocity detection, and anomaly locks - Enhanced Analytics: Detailed usage reports and cost attribution - Success Target: Partners actively using advanced governance features

Days 61-90: Scale Phase

Core Features: Framework components + Directory + Partner incentives - Framework Components: Reusable components for common use cases - Partner Directory: "Works with AI Wallet" directory launch - Revenue Sharing: Implementation of partner incentive program - Template Library: 3 starter templates (chat/RAG/image) for rapid integration - Success Target: 3-5 partners with regular usage and positive feedback

Test Plan and Instrumentation

Technical Testing

  • Integration Testing: API compatibility, authentication flows, error handling
  • Performance Testing: Response time impact, throughput limitations, scaling behavior
  • Security Testing: Access controls, data protection, audit trail integrity
  • Reliability Testing: Failure scenarios, recovery procedures, data consistency

Business Testing

  • Cost Validation: Accuracy of usage tracking and billing calculations
  • Budget Enforcement: Effectiveness of spending controls and alerts
  • Partner Economics: Revenue sharing calculations and payment processing
  • User Experience: Ease of integration and day-to-day usage

Instrumentation and Monitoring

  • Application Performance: Response times, error rates, throughput metrics
  • Business Metrics: Usage patterns, budget utilization, cost per transaction
  • Partner Health: Integration success rate, feature adoption, satisfaction scores
  • Financial Tracking: Credit purchases, usage patterns, revenue attribution

Feedback Loop and Prioritization

Weekly Beta Syncs

  • Partner Check-ins: 30-minute weekly calls with each partner
  • Technical Issues: Bug reports, integration challenges, performance concerns
  • Feature Feedback: Usage patterns, missing features, enhancement requests
  • Business Impact: Cost savings, user experience improvements, revenue impact

Feedback Categories

  1. Critical Issues (Immediate Response)
  2. Integration blockers, security concerns, data integrity issues
  3. Response Time: 24 hours maximum

  4. Escalation: Direct founder involvement

  5. Feature Requests (Weekly Review)

  6. New capabilities, integration enhancements, workflow improvements
  7. Response Time: Feature review within 1 week

  8. Prioritization: Based on partner count and business impact

  9. UX Improvements (Monthly Review)

  10. Interface enhancements, documentation improvements, process optimization
  11. Response Time: Design review within 2 weeks
  12. Implementation: Quarterly UX enhancement cycles

Prioritization Framework

  • Impact: How many partners and users will benefit
  • Effort: Development time and technical complexity required
  • Urgency: Business criticality and partner dependency
  • Strategic Fit: Alignment with long-term product vision

Feedback Collection Methods

Quantitative Metrics

  • Usage Analytics: API calls, feature adoption, user engagement
  • Performance Metrics: Response times, error rates, system reliability
  • Business Metrics: Cost savings, budget compliance, revenue impact
  • Partner Health: Integration success, retention rate, satisfaction scores

Qualitative Feedback

  • Weekly Interviews: Structured conversations about experience and needs
  • In-app Feedback: Easy-to-access feedback mechanisms within SDK
  • User Testing: Observational studies of integration and usage patterns
  • Survey Programs: Regular surveys on satisfaction, feature priorities, and business impact

Feedback Analysis

  • Weekly Reviews: Analysis of feedback themes and priority recommendations
  • Monthly Synthesis: Comprehensive feedback analysis and strategic recommendations
  • Quarterly Assessment: Beta program evaluation and GA readiness assessment
  • Continuous Improvement: Ongoing refinement based on partner input

Partner Incentives and Support

Financial Incentives

  • Revenue Sharing: 15-25% of usage-based revenue from referred customers
  • Integration Bonuses: Stipends for successful integration and active usage
  • Co-marketing Fund: Joint marketing budget for partner promotion
  • Early Adopter Benefits: Lifetime discount on AI Wallet services

Technical Support

  • Dedicated Support: Direct access to engineering team for integration issues
  • Priority Bug Fixes: Accelerated resolution of partner-reported issues
  • Feature Previews: Early access to new features for testing and feedback
  • Integration Assistance: Hands-on help with complex integration scenarios

Marketing Support

  • Partner Directory: Featured placement in "Works with AI Wallet" directory
  • Case Studies: Joint case study development and publication
  • Conference Support: Speaking opportunities and conference presence
  • Content Collaboration: Co-authored blog posts, tutorials, and technical content

Region Strategy and Expansion

US-First Approach

  • Primary Market: United States for initial beta and PMF validation
  • Regulatory Simplicity: Single jurisdiction reduces compliance complexity
  • Partnership Access: Easier access to US-based platform partners
  • Market Size: Large addressable market for AI developer tools

International Expansion

  • Phase 2: European Union (GDPR compliance, local hosting options)
  • Phase 3: GCC (UAE, Saudi Arabia) with regional partnership focus
  • Localization: Region-specific compliance, payment methods, and support
  • Partner Network: Local partners and resellers for market penetration

Compliance Considerations

  • Data Residency: Region-specific data storage and processing
  • Regulatory Framework: GDPR, CCPA, and local privacy law compliance
  • Payment Methods: Local payment preferences and regulatory requirements
  • Support Model: Local language support and business hours coverage

Exit, Rollover, and GA Readiness

Beta Success Criteria

  • Technical Success: 3-5 partners with stable, production-ready integrations
  • Business Success: Measurable cost savings and budget control value demonstrated
  • Partner Success: 4.5+ satisfaction rating and strong retention rates
  • Market Success: Clear validation of product-market fit and go-to-market approach

Transition to General Availability

  • Feature Completion: All core features validated and production-ready
  • Performance Validation: System performance meets scalability requirements
  • Support Infrastructure: Customer support processes and documentation complete
  • Business Model: Pricing, billing, and partner programs fully operational

Rollover Process

  • Partner Graduation: Smooth transition from beta to paid customers
  • Continued Relationship: Ongoing partnership and co-marketing opportunities
  • Feedback Integration: Beta feedback incorporated into GA product roadmap
  • Success Stories: Case study development and public reference customer program

GA Launch Preparation

  • Marketing Launch: Public launch plan and marketing campaign preparation
  • Sales Process: Customer acquisition and onboarding process refinement
  • Support Scaling: Support team expansion and process optimization
  • Partnership Expansion: Broader partner recruitment and program development

Source: MVPPlan-CloudCredits-Angels-01Nov25-ChatGPTPlus.pdf