CoPilot helps you land where you want to


For sales reps and managers looking for training content and proactive development plans

Starter plan includes

  • Sales training activities
  • Library of supporting content
  • Unlimited goal setting
  • Goal review and approval workflows
  • Forecast bias and accuracy analytics
Get CoPilot for Free

Sales Analytics + Enablement

For teams that want to connect CRM data to guided enablement and training content

Includes Starter, plus:

  • Individual and team sales measurement
  • Recommended training activities
  • Trending performance and ramping analysis
  • Peer benchmarking
  • Sales velocity analysis by source
Contact Sales
Add On
Add On


For sales teams who want to reduce bias in their forecasts

Includes Starter, plus:

  • Bias-eliminating sales forecast
  • Sales forecast target likelihood
  • Forecasted commissions
  • Pipeline cleanup notifications
  • Forecasted awards and promotions
Contact Sales

Sales Coaching Services

Scoped for your needs in blocks of 5 hours

We Can Help With...

  • Call, Demo, and Presentation Review
  • Actionable Guidance and Direction
  • One-on-one and Team Role Plays
  • Feedback Loop and Progress Reports for Leaders
  • Qualification and discovery frameworks
  • Recommended tool stack
  • Messaging development

Implementation and Ongoing Support

Implementing CoPilot is a straightforward process that can be accomplished in one week. Ongoing CoPilot professional services (e.g., revenue operations, sales enablement and coaching) are provided through our partner network.

Phase 1
Technical Setup

A few meetings with your sales operations and sales managers to connect to your CRM, understand the details of your sales processes, and build the manifest of all the users that will be on the flight.
Phase 2
User Training and System Access

We have one training series for managers and a separate one for the individual reps. During the user training, we focus on the most common actions they will take and what benefits each person sees.
Phase 3
“Adoption” aka Improve Performance

A CoPilot team member can meet with each individual in a one-on-one setting to help them understand how they can quickly improve their performance.

Frequently Asked Questions

What CRMs do you integrate with?

We haven’t found one we can’t integrate with yet. And, we have the ability to manually update CoPilot by uploading a report that is exported from your CRM.

Can’t I see this info in my CRM dashboards?

The algorithms we run against the different data feeds allow comparative analytics and trending performance data that CRMs don’t produce.

How long is implementation?

While it can be done in a week, it typically takes three weeks.

How quickly will I see results?

In the first month, Individual contributors and managers will begin noting what they are learning from seeing their personal data and working through enablement activities. Shortly thereafter, performance in that stage will begin to improve. And, lagging results (e.g., revenues) will improve based on the length of time between sales stages.

The simulated forecasts for the upcoming quarter will improve in the first nine months. The incremental improvements after that point is immaterial.

What do I need for this to be successful?

A CRM, a defined sales process, and an intent to follow your sales process.

But, what if the reps don’t use the stages properly?

This won’t work if reps don’t attempt to move leads into the proper stages. However, given how this frames expected commission gains to the reps, there is a good chance that it will help reps move things into the right stages.

Another tool (sigh) often will we be “in” it?

We hear you. Tool fatigue is a real thing, often because the cost, value and user experience don’t line up. This is used as you update your forecast (weekly), work on sales enablement activities (weekly or biweekly), and review your personal data (prior to and during one-on-ones). In short, it’s not a daily thing.

How does the forecasting work?

Please allow us to nerd out for a moment on how we provide a risk-adjusted forecast of possible outcomes for quota, commissions, awards and promotions.

Using the rule of five (conceived by Douglas Hubbard, the author of “How to Measure Anything”, an established expert in risk management), we achieve an acceptable level of accuracy to understand an individual’s ability to accurately forecast (e.g., “sandbagger” or “overly-optimistic”).

This is then combined with a Monte Carlo simulation that performs a risk analysis by modeling possible results by substituting a range of values--a probability distribution--for any factor that has inherent uncertainty. It then calculates results over and over, each time using a different set of random values from the probability functions. Voila--a calibrated forecast that doesn’t require behavior change.

Take your team to the next level.

We are inundated with tools to help us - as managers and individual contributors - to be successful. Some actually help -- and this is one of those. I’ve stopped relying on my gut (or my rep’s gut) to determine what we will work on. Now, it’s clear. Today, we are more closely aligned and working together. 

Anthony S.

Request a Demo

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.