Executive pilot brief

A forwardable business case for PilotCall deployment.

Review the target outcomes, pilot timelines, scorecard criteria, and security guardrails.

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Pilot thesis

Establish a controlled review path for real-world value.

This brief details a low-risk, structured pilot designed to measure the conversion and operational impact of live guidance before platform-wide deployment: one team, one playbook, and one scorecard.

Brief

The Problem

Critical call details are missed and manual backend database searches slow down reps during high-value conversations.

Brief

The Live Coach

PilotCall streams audio in memory, queries your CRM/DMS/SEO APIs, and suggests the next useful line on the rep's screen.

Brief

The 30-Day Pilot

Establish a controlled pilot with a single team, one workflow, private-overlay requirements, and one scorecard.

Buyer case

Three stakeholders, three reasons to care.

Revenue & Sales Leaders

How does live database sync support conversion quality?

Retrieves specs and objection-handling context live so reps can reduce manual search and maintain call momentum.

Operations & Enablement

How do we configure custom templates into active workflows?

Convert your sales playbooks, vehicle inventory tables, or SEO/CPC metrics into real-time triggers.

Compliance & Security

How does the pilot address security and privacy requirements?

Define security controls, customizable retention windows, and buyer-approved call disclosure workflows before live use.

30-day pilot path

A clear, predictable roadmap from setup to validation.

Evaluate performance under standard criteria. We structure onboarding, playbooks configuration, and data checks within a standard 30-day window.

Review synthetic demoReview privacy posture
  1. Week 0Confirm target integrations (CRM, DMS, or SEO API), compliance path, and success scorecard metrics.
  2. Week 1Configure your custom playbook template and run a synthetic dry run inside our sandbox environment.
  3. Week 2Review sample calls or mock transcripts to tune and calibrate suggestions for latency and accuracy.
  4. Week 3Pilot live with a narrow team under the buyer-approved data governance policy.
  5. Week 4Evaluate scorecard metrics, check database sync consistency, and determine expansion routes.

Scorecard

What the pilot should evaluate.

  • Did the rep retrieve matching backend specs (DMS inventory, SEO/CPC) while the call was active?
  • Did the rep resolve customer objections using specific, playbook-backed lines?
  • Did the call result in a structured next step (test drive, audit presentation, or CRM meeting)?
  • Did the manager get a useful review dashboard highlighting key missed moments?
  • Did all live-call streams follow the buyer-approved disclosure, storage, and access rules?

Data Governance

Pilot compliance & security.

  • Data Security: Pilot deployments can be configured around in-memory processing options and no permanent audio storage.
  • Consent Protocols: Call disclosure and transcription notice templates are established prior to going live.
  • Private Overlay: Rep-facing prompts can stay in a screen-share-aware workspace designed for internal guidance.
  • Access Controls: Role-based access controls restrict playbook management and transcript review to authorized managers only.
  • Purge Policies: Transcript and metadata handling follows the retention window selected for the pilot.

Pilot pricing model

Launch pricing keeps the pilot serious without forcing enterprise procurement first.

These are launch pilot prices for buyer conversations. Final commercial terms should be confirmed after workflow fit, usage expectations, security requirements, and annual commitment are known.

Solo

$149/seat/mo

1-2 seats, 1,500 live-call minutes, one active playbook.

Team

$249/seat/mo

3-25 seats, 3,000 live-call minutes per seat, unlimited playbooks, manager scorecards.

Enterprise

Custom

25+ seats, SSO, custom integrations, dedicated security review, custom retention policy.

Initiate Scope

Ready to configure your playbook?

Submit your pilot request with details about your CRM/DMS integrations, custom playbook goals, and security requirements. Our team will review and schedule a synthetic demo walkthrough.

Request pilot intake