Start with a 3-Month Pilot Pod
Prove the model on your own work before you scale. A small dedicated pod runs live on our standard 3-month initial term, measured against success metrics we agree in writing before go-live. At the end of the term, you decide: scale, adjust, or exit.
How the Pilot Works
The pilot is the standard 3-month initial term — not a separate free trial. It runs in five phases.
Discovery & Scoping
A scoping call leads to a written pilot SOW with 3–5 success metrics agreed before go-live.
NDA + SLA
The NDA and SLA are signed before any data transfer takes place.
Onboarding & Certification
Process mapping, knowledge base and agent certification: 2–4 weeks for CX and Data Operations, 3–4 weeks for SDR.
Live Delivery
The pod works live inside your systems, with daily performance reports and weekly governance reviews.
Pilot Review
An end-of-term review against the agreed metrics: scale, adjust, or exit.
A Dedicated Pod, Measured and Governed
Dedicated Pilot Pod
One small dedicated pod — agents plus a team lead and a QA analyst — sized in the SOW to your agreed volume. Pod headcount is never shared with other clients.
QA on Every Interaction
Interactions are scored by AI-assisted QA and sampled by the pod's QA analyst. Failures trigger CAPA (corrective and preventive action).
- Accuracy — information and data entered are correct.
- Compliance — scripts, disclosures, DNC/NDNC and data-handling rules followed.
- Resolution / outcome — issue resolved (CX), lead qualified to BANT (SDR), file complete (Data).
- Customer experience — tone, empathy, clarity.
- Process adherence — correct tagging, CRM logging, escalation path used.
Reporting Cadence
- Daily performance reports to your operations leads.
- Weekly governance reviews of queue health, compliance logs and scheduling.
- Monthly business reviews once the program continues beyond the pilot.
Is a Pilot Pod Right for You?
A good fit
- Companies that need a dedicated, continuously staffed team — not ad-hoc freelancers.
- Programs serving the US, UK, Europe, Canada or India.
- Work that runs inside your own CRM, helpdesk or systems.
- Teams that want measurable SLAs and weekly governance.
- Regulated sectors (BFSI, insurance, healthcare) that need clean-desk, zero-local-storage handling.
Not a fit
- One-off tasks lasting a few days.
- Work that legally requires a licensed professional (financial, insurance, legal or medical advice, or clinical decisions).
- Programs that require staff physically on-site in your country.
- Pay-per-meeting or pay-per-lead-only SDR pricing — SDR pods are staffed per FTE.
Pricing & Exit Terms
Pricing
Priced per dedicated FTE per month, or volume-based, and quoted after scoping. We do not publish prices because pod size and scope are set in your SOW.
Contracting
The pilot runs on our standard 3-month initial term under an MSA and SOW. The NDA and SLA are signed before any data transfer.
Exit
No obligation to renew after the initial term. On exit, your SOPs, knowledge base and reports are handed back, system access is revoked, and your data is returned or deleted per the agreement.
Services You Can Pilot
Customer Experience (CX)
Omnichannel voice, chat and email support pods working inside your helpdesk. Onboarding 2–4 weeks.
Sales as a Service (SDR)
Dedicated SDR squads that book BANT-qualified meetings, staffed per FTE. Onboarding 3–4 weeks.
Data Operations
Back-office pods for document verification, KYC and data processing inside client-approved systems. Onboarding 2–4 weeks.
Security throughout the pilot follows our ISO 27001-aligned controls; Infusion BI's own ISO 27001 certification is in progress.
Pilot Program FAQ
Ready to Scope Your Pilot Pod?
Tell us the work, the volume and the outcomes that matter. We will scope the pod, agree the success metrics in writing and quote per FTE or by volume.