AI coaching that
delivers
Zero Third-Party Data Exposure.
Coach Pilot deploys directly in your Microsoft Copilot, ChatGPT Teams, or existing LLM environment. Your data never leaves your secure ecosystem.
Unlike platforms that require you to connect sensitive customer and revenue data to third-party systems, Coach Pilot works through your existing integrations and security protocols.
Your custom agent operates within your secure environment, drawing from six revenue engines (outlined below) to coach your team through every stage of revenue generation, all while keeping your data exactly where it belongs.
One coaching agent powered by six revenue engines. Operating within your secure LLM environment coaching your team through every stage of revenue.
Demand Generation Engine
The Demand Generation Engine operates through your existing marketing automation and analytics integrations to transform your marketing efforts into a qualified lead generation machine.
By combining campaign performance analysis, lead quality assessment, and content effectiveness measurement with expert coaching on marketing-sales alignment strategies and campaign optimization techniques, you get more than just marketing data, you get actionable guidance that turns marketing spend into qualified pipeline.
The engine continuously learns from your campaigns while providing real-time coaching on lead qualification best practices, content strategy development, and demand generation ROI measurement, ensuring every marketing dollar works harder to generate revenue.
Prospecting Engine
The Prospecting Engine works through your current sales engagement and research tool connections to turn leads into qualified opportunities faster and more effectively.
By combining prospect research intelligence, outreach sequence optimization, and response rate analysis with expert coaching on prospecting technique refinement and account-based selling strategies, your team gets specific guidance on what to say, when to reach out, and how to prioritize accounts.
The engine learns from your successful outreach patterns while providing real-time coaching on social selling best practices and competitive positioning, ensuring every prospect interaction moves deals forward.
Sales Execution Engine
The Sales Execution Engine integrates with your CRM and communication tools to guide deals from qualification to close with expert precision.
By combining deal progression analysis, objection-handling frameworks, and competitive positioning with expert coaching on closing techniques and negotiation strategies, your representatives receive specific guidance on how to advance each deal based on proven methodologies.
The engine learns from your win/loss patterns while providing real-time coaching on stakeholder management, proposal development, and deal rescue strategies, ensuring every deal gets the expert attention it needs to close.
Customer Success Engine
The Customer Success Engine connects with your CS platforms and usage data to drive expansion revenue and customer advocacy.
By combining customer health scoring, expansion opportunity identification, and advocacy development with expert coaching on customer success strategies and expansion selling techniques, you get proactive guidance on how to grow existing accounts.
The engine learns from your customer success patterns while providing real-time coaching on renewal strategies, upselling approaches, and advocacy program development, ensuring every customer relationship becomes a growth opportunity.
Revenue Operations Engine
The Revenue Operations Engine integrates across your entire revenue tech stack to optimize your revenue machine with expert guidance.
By combining sales process analysis, forecasting accuracy, and performance optimization with expert coaching on revenue operations best practices and process improvement strategies, you get actionable insights that drive predictable growth.
The engine learns from your revenue patterns while providing real-time coaching on territory planning, quota setting, and sales process optimization, ensuring your entire revenue operation runs like a well-oiled machine guided by proven expertise.
Leadership Engine
The Leadership Engine connects with your business intelligence and performance management tools to provide strategic revenue guidance backed by expert leadership experience.
By combining revenue performance analysis, team development insights, and strategic planning with expert coaching on revenue leadership and team management strategies, you get guidance from people who've actually built and scaled revenue teams through successful exits.
The engine learns from your leadership patterns while providing real-time coaching on strategic decision-making, team development, and revenue planning, ensuring every leadership decision is informed by proven expertise.
From enterprise to startups, here's exactly how we take you from generic AI advice to expert-level revenue guidance in under 14 days.
Step 1
The Million-Dollar Revenue Audit
We spend 90 minutes dissecting your revenue machine and finding exactly where deals are dying.
Most companies discover they're losing $500K-$1M annually to fixable problems. We've done this audit 150+ times. We know exactly where to look and what costs you the most money.
Step 2
Custom AI Training Framework
We don't make you change what's working. We make it work 10x better. Your existing methodology (MEDDIC, Miller Heiman, whatever) gets supercharged with frameworks that generated $527M+ in deal flow.
No framework? We help you choose the perfect one or build a custom methodology for your selling style.
Plus, you get a complete sales playbook (worth $15K) included free.
The result? An AI agent that knows your business better than your VP of Sales and a proven system that scales.
Step 3
Rapid AI agent Build & Secure Deployment
Most AI projects take 3+ months and fail 80% of the time. Ours deploys in under 14 days and works immediately because it's trained by people who've actually built what you're trying to build.
Secure deployment in your environment. Zero data risks. Zero platform switching. Just immediate expert-level guidance.
Step 4
Weekly Live-Coaching Calls
Every week, you get 60 minutes with David (2 exits worth $50M+) and Luigi (coached revenue teams at Stripe, DocuSign and HubSpot).
Most people pay $5K/hour for this level of expertise. You get it included. We remove roadblocks, optimize your AI, and hand you the exact playbooks that generated our exits.
Step 5
Agent Intelligence Upgrades
Your CoachPilot agent gets weekly intelligence upgrades based on our latest wins across 100+ revenue teams.
It's like having a sales coach that gets exponentially smarter every week while your competitors use the same playbooks from 2019.
