We turned away 4 of the last 11 businesses that asked to work with us. Wrong stage, wrong vertical, wrong appetite for change. A bad-fit Pilot wastes 30 days for both of us. So we built an application instead of a demo button. 10 questions. Honest yes or no in 48 hours.
Within 48 hours, I (Rick) personally review your application. Not a chatbot. Not a junior rep. Me.
If we're a fit, you get a Calendly link to my discovery calendar. We talk for 20-30 minutes. No slide deck. No pitch. We do the math together and you walk away with a yes or no.
If we're not a fit, I tell you why in writing and recommend a competitor (Smith.ai, Rosie, AIRA, Dialzara — depending on what you actually need). No hard feelings, no follow-up sequence.
This isn't a soft sell — it's an honest filter so neither of us wastes a month.
Takes 4-6 minutes. We read every answer.