Request a Pilot
Start with a conversation, not a calendar.
Five questions is all it takes to shape a pilot around your funnel. Educate first. Schedule when it creates value — choose a generated pilot outline, an impact estimate, a conversation in Messages, or a consultation.
What we ask
Five questions, in plain language.
What would you most like to improve?
Demo completion, meeting bookings, trial activation, paid conversion, advertising ROAS, customer expansion, or retention.
Which best describes your business?
B2B SaaS, consumer subscription, multi-location membership, financial services, healthcare, or other.
What is your approximate monthly volume?
We ask for the volume relevant to your goal — demo requests, trial starts, appointments, new leads, or existing customers.
Which systems do you use?
Salesforce, HubSpot, Marketing Cloud, Qualified, PostHog, Amplitude, Segment, Slack, Teams, or other.
What would you like next?
Generate a pilot outline, estimate potential impact, continue in Messages, or schedule a consultation.
Then: your pilot outline
Funnel, control and treatment experiences, integrations, activation and conversion events, KPIs, a 30-day design period, a 60-day live test, data required, and risks — copyable and downloadable.
What a pilot looks like
Scoped, measured, and reversible.
Weeks 1–2 · Design
Select the leak, map eligible channels and consent, and define the baseline.
Weeks 3–6 · Run
The agent runs on live traffic with human handoff to your assigned reps.
Weeks 7–8 · Read
Measure recovered conversations, meetings, activation, and attributed revenue.
Pilot structure and measurable outcomes depend on traffic, offer, funnel design, channel eligibility, consent, product experience, and baseline performance.