Guided pilot · EU data residency · scope confirmed at intake

A pilot built around your meetings and your CRM. Four or six weeks. One clear decision.

  • Agreed scope, fixed timeline Scope and pricing are confirmed at intake, based on your team size and CRM setup. No surprises mid-pilot.
  • Configured for your workflow We start from your actual meetings and the people who will use it. Not a generic deployment.
  • CRM-ready output from day one HubSpot connects at the start. For other CRMs, we scope the integration in week one and build it within two to four weeks. In the meantime, reps get CRM-ready output by email.
  • Output tuned to your team's voice Adjusted based on how your team actually writes.
  • No commitment beyond the pilot At the end of the pilot you get a pilot report and a clear recommendation. Continue or stop. The decision is yours.

What to expect

Four phases. One decision.

By the end of the pilot you have real adoption data and a concrete recommendation from us.

  1. 01 Phase 1

    Setup

    We agree on scope and success criteria. We map your CRM and select the meetings and team members to start with.

    • Intake call
    • CRM setup mapped
    • Team selected
  2. 02 Phase 2

    First meetings

    Your team uses it after real meetings. We tune follow-up style and CRM output based on their first edits.

    • First follow-ups sent
    • Output review
    • Tone and format tuning
  3. 03 Phase 3

    Measure

    We track follow-up speed and how consistently the team completes the workflow, compared against your baseline.

    • Baseline metrics
    • Adoption review
    • Edge cases
  4. 04 Phase 4

    Decide

    We go through adoption data and team feedback together. You receive a rollout recommendation.

    • Pilot report
    • Team review
    • Next-step plan

Pilot investment

What the pilot costs.

The pilot price covers everything from intake to the final report. After the pilot, plans start from €249 per month.

Proof of concept

Starter Pilot

€1,490 incl.

1 to 5 users · 4 weeks

  • Intake and scope call
  • CRM setup (HubSpot)
  • Onboarding session for your team
  • Output tuned to your team's writing style
  • Weekly check-ins
  • Pilot report with rollout recommendation
Request Starter Pilot →

Recommended for rollout decisions

Team Pilot

€2,990 incl.

6 to 15 users · 6 weeks

  • Everything in Starter Pilot
  • Other CRM integrations built and live within the pilot
  • Adoption tracking across the full team
  • Dedicated rollout contact
Request Team Pilot →

Enterprise

On request

15+ users · scope agreed at intake

  • Everything in Team Pilot
  • Custom scope and timeline
  • Security documentation for IT and procurement
Discuss Enterprise →

The questions we hear from managers.

How fast can the pilot start?

Most teams run their first follow-up within a week of signing. Week one is intake and setup.

Do we need to involve IT or security?

Not always. HubSpot connects with standard OAuth access and rarely needs IT approval. Stricter CRM environments or Microsoft 365 configurations may need a short approval step. We prepare the documentation for you.

What happens to voice notes and data after the pilot?

Voice notes are deleted after processing. CRM notes created during the pilot stay in your CRM. We provide a data processing agreement before the pilot starts.

How many people do we need for the pilot?

A team of three to five is enough to validate the product. For a rollout decision you can stand behind, six to fifteen gives you team-wide adoption data. We discuss the right scope at intake.

What if our team does not adopt it?

Adoption is the leading indicator we watch. If your team is not completing follow-up voluntarily by their fifth meeting, we review the friction points together before the pilot ends.

Why is the pilot paid?

A paid scope creates a real evaluation. Unguided trials tend to drift. The fee covers guided setup and output tuning. You also get a pilot report at the end. Both sides commit to getting a useful answer.

Which CRMs does Speak2Action work with?

HubSpot works from day one with standard OAuth access. For other CRMs, we scope the integration in week one and build it within two to four weeks. During the pilot, reps receive CRM-ready output by email and copy it into their CRM. The live sync follows once the integration is ready.