Reps spend hours writing emails and updating systems. Pilotstarter gets you the right experts and runs a pilot so an AI copilot summarizes calls, drafts follow-ups, and updates Customer Relationship Management (CRM) fields automatically.
Problem: Notes and CRM updates steal selling time; data quality suffers.
Solution: An assistant that turns meetings into summaries, suggests next steps, drafts emails, and fills CRM fields - reps approve before sending.
What Pilotstarter does:
Collects your sales flow and must-have fields.
Finds the experts, manages NDA, scheduling, and payment.
Creates a micro SOW, coordinates work, and tracks results to production.
Which AI experts we bring & why:
LLM App Engineer: builds call/email summaries and draft emails.
CRM Specialist: maps and syncs fields in Salesforce/HubSpot.
Sales Operations Advisor: encodes your qualification method (e.g., MEDD(P)ICC = Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identify pain, Champion, Competition) into prompts.
Pilot scope (typical):
10 Account Executives (AEs); summaries → next actions → draft email (rep approves) → CRM update.
Calendar, email, and meeting recorder connected to CRM sandbox, then production.
What we measure (attribution):
Hours saved per rep/week, faster response time, more meetings set, higher stage-to-stage conversion, better win rate.
