Pilot Program
Build your first proof base in 6–8 weeks
Start with 3–6 structured customer interviews and turn them into searchable proof your team can use in sales, marketing and leadership.
A ProofStory pilot helps you understand why customers buy, what value they achieve, what risks they resolve, what proof creates confidence, and how your team can use that proof to improve messaging, support sales and win more deals.
The result is not another research report. It is a reusable proof base built from your own customers — ready to search, activate and build on across your go-to-market strategy.
Built for complex B2B teams that need customer evidence behind sales, messaging and GTM decisions.
Book a pilot
Tell us who you are. We'll get back to you to discuss fit, scope and timing.
Why run a pilot
Get the customer evidence your GTM team is missing
Most B2B teams already have fragments of customer insight across case studies, call transcripts, win/loss notes, or customer feedback routed through CX. But those inputs are rarely structured around the questions that matter most.
Why customers choose you
What made the decision credible, which alternatives they considered, and what helped them move from hesitation to yes.
What value they achieved
Which outcomes were real, which results mattered, and which customer proof can support messaging, pipeline and GTM strategy.
What risks were resolved
Which objections had to be handled, who needed proof inside the buying group, and where buyers needed more confidence.
What your team can reuse
Which buyer language marketing should reuse, which proof gaps are slowing sales down, and which evidence should become reusable proof.
A ProofStory pilot turns those questions into a structured proof base your team can use.
What you get
What's included in a ProofStory pilot
A pilot gives your team the first working version of a proof base — built from real customer interviews, structured evidence, source-linked claims and practical GTM outputs.
3–6 structured customer interviews
We interview selected customers and buying stakeholders to capture value, risk, decision logic, objections, alternatives, turning points and buyer language.
These interviews are called Captures inside ProofStory AI.
Coverage across relevant buying roles
You see which decision perspectives you have captured and where proof gaps remain.
Internal momentum
Champion and executive sponsor.
Commercial confidence
Economic buyer and procurement.
Adoption and feasibility
Technical buyer and end user.
Searchable quote and proof library in Story Bank
Your customer quotes, proof nuggets, objections, value moments, turning points and buyer language are organized for reuse.
This gives PMM, sales and leadership a shared place to find the customer's actual words.
Reusable proof points linked to source evidence
ProofStory AI creates reusable proof points where each claim is connected to customer evidence, context and source material.
Customers reduce implementation risk because onboarding is guided and structured.
Customer quote + role + context + source Capture.
Sales follow-up, objection handling, landing page proof, customer story.
Inside ProofStory AI, these proof points are stored as ProofObjects.
First proof packs for sales and marketing
Your team gets practical proof assets built from customer evidence, not generic claims.
Sales conversations
Proof reps can use when buyers ask for examples, validation or confidence from similar customers.
Objection handling
Customer evidence tied to the risks, concerns and objections that slow buying groups down.
Messaging and campaigns
Proof points, buyer language and value themes that can sharpen Product Marketing and demand creation.
Customer stories and enablement
Source-linked proof that can become stronger customer stories, sales assets and internal enablement material.
Decision Intelligence summary
You get a concise view of the patterns emerging across the pilot: which decision drivers recur, which risks and objections slow buyers down, which value themes appear most often, which stakeholders need more confidence, and what helped customers move from hesitation to yes.
The summary also highlights competitive contrasts, proof gaps and buyer language your team can reuse in messaging, sales conversations and GTM planning.
Story Studio access
Story Studio helps your team create first drafts from your proof base.
Content drafts
LinkedIn posts, customer stories and campaign ideas based on verified customer evidence.
Sales follow-up
Email snippets, sales follow-ups and proof summaries grounded in real buyer language.
Proof packs
Reusable proof packs built from Captures, ProofObjects and source-linked claims.
Messaging inputs
First-draft messaging inputs your PMM team can refine, validate and adapt.
Unlike generic AI writing tools, Story Studio works from your verified customer evidence, Captures and reusable proof points — not generic prompts.
Access to ProofStory AI
During the pilot, your team gets access to ProofStory AI to search, validate, reuse and activate proof from your customer interviews.
Who it is for
For teams that need customer evidence, not more assumptions
A ProofStory pilot is useful when your team needs stronger customer evidence behind important GTM work.
Messaging and positioning
Product Marketing needs stronger evidence behind messaging, a product launch, a new category, a new position or a move into a new segment.
Sales and pipeline
Sales needs better proof for live deals, deals are stalling and your team does not know why, or buyers need stronger evidence to move forward.
Leadership and alignment
Leadership wants to understand why customers buy, and sales, marketing and leadership need to align around the same customer reality.
Customer proof and value
Your team needs stronger customer stories, better case studies and clearer documentation of the value customers actually achieve.
Especially relevant for complex B2B companies where buying decisions involve several stakeholders, real risk and internal justification.
What we need from you
A lightweight pilot for your team
You provide the business context and customer access. We handle the interview process, platform setup, automated structuring, evidence linking and quality review.
Your responsibilities
Choose the focus
Define one business objective, segment, product or decision question the pilot should answer.
Select the customers
Identify 3–6 customer contacts or buying stakeholders we can interview.
Share existing material
Send relevant customer stories, transcripts, notes, call recordings or win/loss summaries if available.
Provide brand input
Share messaging, positioning or brand-voice guidelines so Story Studio can create better first drafts.
Assign a sponsor
Choose one internal sponsor from marketing, sales or leadership to coordinate the pilot.
ProofStory handles the heavy lifting
We guide the entire process from scope definition to platform activation and final readout.
Pilot flow
How the pilot works
A structured 6–8 week process from scope to customer Captures, proof base activation and final readout.
Week 1
Scope and Coverage plan
We define the business question, customer group and buying roles the pilot should cover.
The focus may be a product, segment, launch, win/loss question, strategic account group, messaging challenge or proof initiative.
Weeks 2–5
Customer Captures
We run structured customer interviews with the relevant roles.
Each interview captures customer value, buying context, decision drivers, risks, objections, stakeholder concerns, alternatives considered, turning points, buyer language and proof that created confidence.
Automated
Structuring in ProofStory AI
As each interview is completed, ProofStory AI processes the recording and transcript.
The system structures the Capture through the Customer Story Canvas™, identifies quotes, claims, decision drivers, risks, objections, value themes, buyer language and proof gaps — with source links back to the interview.
Ongoing
Quality calibration
During the pilot, ProofStory reviews selected claims, proof points and patterns against the source interviews.
Every claim remains linked to source evidence, so your team can keep validating, approving and refining proof inside the platform.
Weeks 6–8
Platform activation and readout
Your team has access to the proof base inside ProofStory AI.
You can search, validate and reuse customer quotes, proof packs, sales proof, messaging input, buyer-language snippets and Decision Intelligence.
Final readout: The final readout shows what the pilot revealed: why customers buy, which risks they resolve, what proof creates confidence, and where your next Coverage opportunities are.
Scope
Week 1
Captures
Weeks 2–5
Structure
Automated
Calibrate
Ongoing
Activate
Weeks 6–8
What you leave with
A proof base your team can use immediately
After the pilot, you have practical assets your team can use immediately.
Decision clarity
A clearer understanding of why customers buy, what value they achieved and which objections, risks and proof gaps shaped the decision.
Reusable customer evidence
Structured evidence of customer value, quotes and buyer language your team can reuse across sales, messaging and GTM work.
Sales and marketing proof
Sales proof that can be used in pipeline, messaging input backed by real customer evidence and first-draft asset generation through Story Studio.
Foundation for expansion
A Decision Intelligence summary, a foundation for further Captures and Coverage, and access to a platform that becomes more useful as more customer evidence is added.
The pilot gives you both immediate assets and a foundation for a longer-term proof system.
Your first proof base:
After the pilot
Keep building your proof advantage
The pilot gives you your first proof base. From there, your team can keep adding Captures, expanding Coverage and using ProofStory AI as a searchable system for customer evidence.
Each new Capture makes the system more useful. Your team can build proof libraries for specific segments, create proof packs for active deals, generate first-draft GTM assets in Story Studio, and track the decision drivers, objections and risks that keep appearing across your market.
Over time, ProofStory becomes more than a pilot. It becomes a living system for understanding why customers buy, what proof they need, and how your team can use that proof across sales, marketing and GTM strategy.
Proof Advantage
Compounding returns
Proof Advantage
Compounding returns
More Captures create better Coverage. Better Coverage creates stronger proof. Stronger proof creates sharper messaging, better sales conversations and clearer GTM decisions.
Start with your customers
Start where the proof already lives — with your customers.
3–6 structured customer interviews is enough to build your first proof base in 6–8 weeks.
Request a pilot conversation
Tell us about your team and what you'd like to prove.
A pilot gives you proof your team can search, validate, reuse and expand.