Your first pilot
How the first 30 days run.
One team, one playbook, sample data first. Once your consent, retention, and review rules are set, your reps go live for 30 days and you judge it on real calls.
First pilot path
Use the first pilot on one discovery call pattern: reps hear an objection, PilotCall spots the moment, and the rep gets a concise next question before the call moves on.
Live-call moment
Your prospect says their call recorder already has the team covered. The rep's private overlay suggests the next move: agree that it covers post-call review, then ask where deals stall between the demo and the signed order. The conversation opens back up.
Your first pilot
One team, one playbook, sample data first. Once your consent, retention, and review rules are set, your reps go live for 30 days and you judge it on real calls.
Pilot scorecard
Four checks decide expansion: your reps move faster, ask better questions, and every call stays inside your consent and retention rules.
FAQ
No. The sales-discovery pilot is designed to sit beside your existing call-recording and CRM stack rather than replacing it. The evaluation is whether live prompts help before post-call review begins.
Bring one discovery playbook, a small user group, sample account fields, common objections, and a clear idea of what a better call should look like.
Next step
Most teams start with sales discovery. Once live guidance proves itself on that call, the same pattern extends to your other high-value conversations.