TrailerCast Pilot Program
A no-cost, no-commitment pilot to see how TrailerCast fits the way your team works.
WHAT IS INCLUDED
Your team gets the full platform. Every meeting, document, and next step lives in one place that your clients can see too.
AI Notetaker
Records and summarizes client meetings, debriefs, and calls, with clear action items and owners.
Digital Sales Rooms
One shareable link that holds documents, findings, proposals, and next steps, with visibility into who has viewed and engaged.
Mutual Action Plans
Shared next steps and owners so everyone knows what happens next.
Engagement Insights
See which stakeholders are active and where a deal or engagement may be stalling.
Integrated eSignature
Get agreements signed inside the same workspace.
Personalized Video Trailers
Short branded videos to introduce your team, recap a meeting, or follow up.
CRM Integration
Connect HubSpot or Salesforce if applicable.
Dashboards and Reporting
A view of activity and engagement across your pilot users.
HOW THE PILOT WORKS
Four phases. About one hour to start, then a short call every two weeks.
Kickoff and Implementation
- 60-minute session to set up your account, users, branding, and integrations
- Together we define 2 to 3 success criteria
- Identify pilot users and the real meetings to run through TrailerCast
Active Use
- Your team uses TrailerCast on live work
- Direct support channel with the founder for questions and quick fixes
Bi-Weekly Review Calls
- 30-minute calls every two weeks to review usage, gather feedback, and adjust setup
- Your feedback directly shapes the product roadmap
Wrap-Up
- Final review against the success criteria we set at kickoff
- Decide together whether to continue, with no obligation either way
- Share your experience through a G2 review
WHAT WE ASK OF EACH OTHER
TrailerCast provides
- Full platform access
- Hands-on onboarding
- Bi-weekly reviews
- Direct founder support
- Priority on your feature requests
Your team provides
- A named point of contact
- Use on real work during the pilot
- Attendance at bi-weekly reviews
- Honest feedback
- A G2 review at the end of the pilot
AFTER THE PILOT
At wrap-up we review results against your success criteria and decide together whether to continue. No obligation either way.
If you choose not to continue, your data can be exported and then deleted on request.
TRUST AND DATA
- Your data stays private to your organization
- Meeting recordings are only captured with participant awareness
- Data is deleted on request at the end of the pilot
COMMON QUESTIONS
Is there really no cost?+
Yes. The pilot is free through December 31, 2026.
How much time does it take?+
About one hour for setup, then 30 minutes every two weeks for reviews.
How many users can join?+
Up to 5 users during the pilot.
What happens on January 1?+
Nothing automatic. We decide together whether to continue.
Ready to see how it fits?
Book a 60-minute implementation session. We set up your account together and you start using it on real work the same week.