Your first pilot
How the first 30 days run.
Your pilot starts with sample domain data and one audit script. Client-disclosure rules and success criteria are agreed before any live account data enters a call.
Vertical expansion path
Use an agency pilot when prospects describe vague marketing pain and reps need fast, concrete context from approved search and advertising data.
Live-call moment
Your prospect says traffic is fine but leads are weak. The rep's overlay surfaces the audit cue: ask about search visibility, wasted ad terms, and where the conversion path breaks — turning vague pain into a specific audit pitch.
Your first pilot
Your pilot starts with sample domain data and one audit script. Client-disclosure rules and success criteria are agreed before any live account data enters a call.
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. Any agency pilot should use approved data access, sample data, or buyer-authorized exports before live account context is used.
The point is to test whether live search and ad context helps reps ask better questions and propose more specific next steps during the call.
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.