How we work
From first demo to
a signed pilot
Three steps, no surprises: thirty minutes of live demo on your own data, a scoping round where the details get settled, and a pilot you can measure before anything scales.
- Runs on a sandbox tenant
- NDA on request
- EU data residency
- Pilot before commitment
The process
Three steps between
first call and rollout
Kickoff to production readiness runs about a month for most deployments — longer where the integration or the compliance review is heavier. The three steps below are what happens before that.
-
01
30 minutes
A live demo, on your data
The scenario closest to your week — a real WhatsApp group and one of your enterprise systems, live in front of you. Nothing needs connecting first: it runs on a sandbox tenant, and your own data can be used anonymised, under NDA.
How the half-hour usually splits
- 5 min your context, KPIs and integration landscape
- 15 min the scenario you picked, running live
- 5 min security, compliance and EU data residency
- 5 min pilot scope and a tenant-specific ROI model
-
02
2–3 sessions
Scoping — the details get settled
Focused sessions with the people who will actually use it: we map the workflows, the reporting your managers owe upwards, the channels the field already uses and the systems on the other side. Your security team is welcome in a parallel walkthrough.
- Workflow map, user roles and escalation rules
- Your ERP, CRM, CMS or BI stack, and how records land in it
- A tenant-specific ROI model, built on your numbers
- A written pilot scope, and the plan or quote that follows it
-
03
2–6 weeks
The pilot, then the deal
A pilot on one workflow, measured against the KPIs agreed in scoping — no commitment until both sides are happy with the plan. The pilot runs on a fixed fee rather than a running meter, and the figure comes with the scope, once both sides know what is being built.
- One workflow, on the channels your field already uses
- The KPIs agreed in scoping, measured against where you started
- The escalation rules and user roles from the workflow map, running live
- A joint review at the end, before anything scales
Frequently asked
Before the first call
Do you need access to our systems for the demo?
What happens after the demo?
Can we bring our security team?
Do you take in-person meetings?
How long does setup take once we sign?
Where does our data sit?
Start with the demo
Thirty minutes, your own scenario, nothing to prepare on your side.
- Runs on a sandbox tenant
- NDA on request
- EU data residency
- Pilot before commitment