Skip to content

The pilot

One service vertical. One baseline. A clear read on conversion.

The pilot is the lowest-risk way to see whether AI-driven lead generation and automation work for your agency. It is small, scoped and measured from day one.

The sequence

How the pilot runs

  1. 1

    Listen and map

    A working session on how you win clients today, where deals stall and where your team loses hours.

  2. 2

    Choose the pilot

    We pick one service vertical, agree the baseline numbers and write down what success looks like before anything is built.

  3. 3

    Build and launch

    We set up the workflows inside your existing tools and brand, with your approval on anything client-facing.

  4. 4

    Measure and decide

    We compare results with the baseline, then you decide whether to expand, adjust or stop.

What we measure

Agreed before we build

We choose the measures that fit your pilot vertical and record today's numbers first. Results are compared with that baseline, nothing else.

  • Reply rate on outreach
  • Qualified conversations booked
  • Conversion rate from conversation to proposal
  • Close rate on proposals
  • Hours returned to the team
  • Cost per qualified lead

What we need from you

  • One service vertical to focus on
  • Your last few months of pipeline numbers, even rough ones
  • A named person who can approve messaging and answer questions
  • Access to the tools the pilot will run inside, such as your CRM

What you get

  • An agreed baseline and success definition, in writing
  • The workflow built and running inside your stack
  • A regular check-in on the numbers, not a monthly slide deck
  • A clear recommendation at the end: expand, adjust or stop

Fit

Who the pilot suits, and who it does not yet

A good fit

  • Agencies with roughly $1M to $10M in revenue
  • Owners and principals who sell strategic engagements
  • Teams with a repeatable service to point the pilot at
  • Leaders who want measured results, not a big-bang rebuild

Not a fit yet

  • Agencies without a defined service to focus on
  • Teams looking for a fully managed replacement for their sales function
  • Anyone expecting guaranteed revenue numbers

Scope a pilot for your agency

Share a few details and the service vertical you have in mind. We will reply with a proposal.

Book a pilot call