Pilot brief

A practical one-pager for deciding whether PilotCall is worth a pilot.

Review the target call problem, pilot timeline, success checks, and privacy guardrails.

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Pilot thesis

Prove the live-call moment on one team before rolling it wider.

Use this brief to align on the first call type, the data PilotCall can reference, the privacy rules, and the outcome that would make the pilot worth continuing.

Brief

The problem

Reps miss details and lose momentum when they have to search playbooks and notes during important calls.

Brief

The live coach

PilotCall listens for the moment, checks approved context, and suggests the next useful line on the rep's screen.

Brief

The 30-day pilot

Start with one team, one call type, sample data, clear privacy rules, and a clear go/no-go review at day 30.

Buyer case

Three buyers, three reasons to care.

Revenue & Sales Leaders

How does playbook-grounded prompting help call quality?

Surfaces objection-handling cues live so reps can reduce manual search and maintain call momentum.

Operations & Enablement

How do we turn playbooks into something reps use live?

We will map a playbook source and decide, with you, whether any integration is in scope before live use.

Compliance & Security

How does the pilot address security and privacy requirements?

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

30-day pilot path

A clear path from sample data to a narrow live pilot.

Set up the playbook, test the timing with samples, review the rules, then try it with a small team only if the path is clear.

View interactive demoReview privacy posture
  1. Week 0Confirm the target call, playbook source, privacy path, and what would make the pilot worth keeping.
  2. Week 1Configure your custom playbook template and test it with sample data inside the 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 agreed privacy and data-access rules.
  5. Week 4Review call outcomes, cue timing consistency, rep feedback, and whether expansion is justified.

Pilot scorecard

What a successful pilot proves.

  • Did the rep get a useful, playbook-grounded prompt at the right moment (from context prepared before the call)?
  • Did the rep resolve customer objections using specific, playbook-backed lines?
  • Did the call result in a structured next step (booked site visit, audit presentation, or scheduled meeting)?
  • Did the rep leave each call with a clear action item and a usable follow-up email draft?
  • Did all live-call streams follow the buyer-approved disclosure, storage, and access rules?

Privacy and policy

Rules before customer-call use.

  • Data Security: We will define transcript retention controls and confirm local file configurations with you before live use.
  • Consent Protocols: We will define disclosure and notice policies with you prior to going live.
  • Private Overlay: Rep-facing prompts are designed to stay hidden from screen sharing, which should be validated in your setup.
  • Access Controls: We will define role-based access rules to restrict playbook management and transcript review to authorized managers only.
  • Purge Policies: We will define transcript and metadata handling windows for the pilot before live use.

Pilot pricing model

Pricing for a real pilot without forcing enterprise procurement first.

Launch pilot pricing. Final terms are confirmed with you once call fit, usage expectations, security requirements, and any 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, org-level usage metering.

Enterprise

Custom

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

Next step

Ready to map the first call?

Send over the call type, data source, playbook goal, and security requirements. We will review fit and suggest a practical next step.

Request pilot