Running
A Pilot

A pilot is the fastest way to build a case for Intempt.

This page walks you through the process from track selection to presenting your results.

The pilot process

1. Pick your track

Intempt serves two distinct use cases. Choose the one that matches where your team feels the most friction, or where the revenue impact is most visible.

Intempt for Sales

Qualified pipeline without the admin tax. Increase meeting-to-opportunity conversion in 90 days by turning inbox, scheduling, and meetings into an execution system that keeps your CRM clean automatically.

Best for: Teams where reps spend more time on CRM admin than selling, where meeting-to-opportunity conversion is unclear, or where follow-up consistency is inconsistent.

Intempt for Marketing: Lifecycle Orchestration

Activation and retention that actually moves. Improve activation, repeat purchase, and LTV direction in 90 days with lifecycle stages and journeys that adapt automatically as customer behavior changes.

Best for: Teams with drop-offs in onboarding/activation, weak second-purchase timing, or churn signals that aren't being acted on.

Intempt for Marketing: On-Site Experiences

On-site experiences that compound. Run 3–5 statistically reliable experiments in 90 days, shipping brand-aligned creative, merchandising, and personalization that improves Revenue/Visitor.

Best for: Teams with PDP-to-cart or cart-to-checkout drop-offs, merchandising gaps, or limited testing capacity.

2. Run the Growth Audit

Before any deployment, we run a $1,000 Revenue Leak Audit tailored to your chosen track. This gives you a baseline to measure against and surfaces the specific issues Intempt needs to address. The audit takes about two weeks.

Sales track audit covers:

  • Where deals stall (stage friction, follow-up gaps)
  • Meeting quality issues (too early, wrong ICP, weak qualification)
  • CRM hygiene gaps impacting reporting and routing
  • Response-time and follow-up consistency issues

Lifecycle track audit covers:

  • Drop-offs in onboarding and activation
  • Weak second-purchase timing and offer strategy
  • Churn signals from payment data (failed payments, downgrades, cancellations)
  • Segment drift and identity issues breaking flows

On-Site track audit covers:

  • Drop-off points (PDP → ATC, ATC → checkout, checkout completion)
  • Merchandising gaps (wrong products, wrong placement, weak bundling)
  • Mobile UX friction and speed issues
  • Offer framing and trust signal gaps

Deliverable: A short “Leak Map” with prioritized fixes and estimated lift. Then you choose: audit only, or roll into the 90-day deployment program ($5,000/month).

3. Set up Intempt

If you proceed to the 90-day deployment, setup is white-glove for up to 5 users. The specifics depend on your track:

  • Sales: Connect CRM, inbox, and calendar. Configure qualification rules and tone calibration.
  • Lifecycle: Connect webstore and payment system (plus CRM if needed). Define lifecycle stages and at-risk rules.
  • On-Site: Connect webstore and tracking. Catalog connected, behavior events installed, Revenue/Visitor baseline locked.

4. Run the pilot

Give the deployment 90 days: enough time to complete setup, launch execution, and measure real impact.

  • Sales: Daily inbox triage, reply drafting, meeting capture, CRM hygiene automation. Measure meeting-to-opportunity conversion vs. baseline.
  • Lifecycle: Launch 4–6 core journeys (onboarding, repeat purchase, winback). Measure activation, retention, and LTV direction in cohorts.
  • On-Site: Run 3–5 prioritized experiments. Measure Revenue/Visitor lift with statistical reliability safeguards.

5. Measure the results

At the end of the 90-day period, compile your before-and-after metrics. The format is the same: baseline metric vs. post-deployment metric, with cohort-level breakdowns.

  • Sales: Meeting-to-opportunity conversion rate, response time, CRM data completeness, follow-up consistency.
  • Lifecycle: Activation rate, repeat purchase rate, retention cohorts, LTV trajectory.
  • On-Site: Revenue/Visitor, conversion rates by funnel step, experiment win rate, total incremental revenue from winners.

6. Present your case

Leaders rarely have time to sift through anecdotes. Pull out four or five of the most telling quantitative comparisons between your baseline and post-deployment metrics and put them side by side.

Structure your presentation around three things:

  • The revenue leaks you found (from the audit)
  • What you deployed and how long it took
  • The measurable impact on revenue-connected metrics

Include the total cost of the pilot ($1K audit + $15K for three months of deployment) against the estimated annual impact. For most teams, the ROI case writes itself after 90 days of measured results.

Running a Pilot | Intempt Pilot Framework