From zero to full deployment
in 30 days.
Five phases. Ten engines. One ecosystem activated end-to-end — with your onboarding team alongside you every step of the way.
All 10 Engines
Every engine. Activated in order.
Each engine builds on the last. Intelligence feeds rehearsal. Readiness drives pipeline. Compliance protects everything.
75-Point Deep Account Intelligence & Research Engine
Multimodal Voice & Audio Transcription Intelligence Hub
Aura AI Role-Play & Objection Simulation Sandbox
PhoneTrack Conversation Telemetry & Monologue Risk HUD
ReadyDash Rep Readiness & Ramp Velocity Engine
3D Smart Factory & 4D Operational Timeline Simulator
20-Platform Enterprise Integration & Data Sync Engine
Account Microsite & Buyer Enablement Portal Generator
Multi-Channel Outbound Sequence & Email Engine
Competitive Battlecards & Sales Enablement Suite
SafeGate Zero-Trust Compliance, Admin & System Health Suite
Strategic Alignment, Founder Knowledge Brains & Deal Economics
The Journey
Five phases to full velocity.
Every phase is structured, time-boxed, and guided by a dedicated onboarding team. No handoffs to a junior CSM. No generic onboarding deck.
Discovery & Qualification
We start with a 45-minute discovery call to understand your revenue motion, current stack, and the specific gaps costing you pipeline velocity. No generic demo — a targeted conversation about your world.
Intro discovery call
45 minutes. Your team, your challenges, your current tools. We map the gap between where you are and where FirstStance takes you.
Revenue motion assessment
We review your current outbound sequence, rep readiness process, and CRM hygiene. Identify the three highest-leverage intervention points.
Pilot scope definition
Define the cohort (typically 5–15 reps), the target accounts, and the success metrics for your 30-day pilot.
Platform Provisioning
Your FirstStance environment is provisioned, your CRM is connected, and your pilot cohort is onboarded. Integration takes hours, not weeks — we handle the technical lift.
CRM integration setup
Salesforce or HubSpot connected bi-directionally. Account data, opportunity records, and contact history flow into FirstStance automatically.
SEC intelligence configuration
Target account list loaded. The SEC Research Engine begins parsing filings and building account briefs for your pilot accounts.
Rep cohort provisioning
Pilot reps provisioned with credentials, onboarding materials, and their first ReadyDash baseline scores.
Engine Activation
Each of the ten engines is activated in sequence, starting with intelligence and working through rehearsal, readiness, and compliance. Reps go live with full context within 10 days.
SEC Intel + Humanic activation
Account briefs and personalized openers generated for the first 10 target accounts. Reps receive their first signal-driven outreach assets.
Vocalis rehearsal sessions
Reps complete their first three Vocalis rehearsal sessions against buyer personas calibrated to your ICP. Baseline readiness scores established.
ReadyDash + SafeGate go-live
Pipeline visibility dashboard live. Compliance layer active. Every rehearsal and outreach event now logged and scored in real time.
Pilot Execution
Your pilot cohort runs live deals through the FirstStance ecosystem. Weekly velocity reviews with your onboarding team. Real-time pipeline visibility. Coaching interventions triggered by ReadyDash data.
Weekly velocity reviews
Every Friday: pipeline movement, readiness scores, and outreach performance reviewed with your sales leader. Adjustments made in real time.
Microsites for top accounts
Account Microsites generated for the five highest-priority pilot accounts. Champions equipped with shareable executive portals.
Compliance audit review
SafeGate audit log reviewed at day 15 and day 30. Zero violations confirmed. Legal team briefed on compliance posture.
Results & Expansion
Pilot results reviewed against baseline metrics. ROI calculated. Expansion plan defined for the full revenue team. Most pilots convert to full deployment within 72 hours of the final review.
Pilot results presentation
Deal cycle delta, pipeline velocity change, rep readiness improvement, and outreach response rate lift — all measured against your pre-pilot baseline.
Full team expansion scoping
Expansion cohort defined. Integration scope extended to remaining CRM records, additional platforms, and full rep roster.
Enterprise deployment kickoff
Full deployment begins. All ten engines active across the entire revenue team. Ongoing coaching cadence established with your dedicated success team.
Learn Before You Buy
Resources for your evaluation.
Deep-dive guides written for revenue leaders doing serious due diligence — not marketing fluff.
Ready to start the journey?
The 30-day pilot is the fastest path to knowing whether FirstStance is right for your revenue team. No commitment. Full access. Real results.