Your first pilot
How the first 30 days run.
Your pilot starts with one price book and real caller questions. Pricing-disclosure rules and retention settings are agreed before live customer calls.
Vertical expansion path
Use a home-services pilot when callers ask about pricing, scope, and timelines and reps need approved answers without putting the homeowner on hold.
Live-call moment
A homeowner asks whether the job can happen this week and what it roughly costs. The rep's overlay surfaces the approved price range and suggests locking a free site-visit slot while interest is high.
Your first pilot
Your pilot starts with one price book and real caller questions. Pricing-disclosure rules and retention settings are agreed before live customer 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. It surfaces your approved price-book ranges and the conditions that move them; the rep confirms every number, and exact quotes still come from the site visit.
A price book or scope guide, a list of common caller questions and objections, and one team of phone reps. The pilot starts on sample calls before touching live customer conversations.
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.