Guided pilot program
Process and Pricing
Experience Matterhaul risk-free through a 4-week guided pilot with a dedicated onboarding specialist.
Four weeks, start to scale
Your 30-day free pilot
We make it easy to experience Matterhaul in action. Guided, collaborative, and focused on outcomes.
Week 1
Introduction
- Meet your dedicated Matterhaul specialist
- Set up core integrations (ERP, collaboration tools, CRM)
- Introduce foundational workflows and quoting tools
- Enable user access and permissions
Week 2
Discovery & Configuration
- Identify key workflows for quoting, product knowledge, and voice
- Build AI-driven automations and integrations
- Test compatibility across data systems
- Validate data connections and mappings
Week 3
Deployment & Feedback
- Deploy the pilot with a subset of users
- Capture feedback and usage data
- Iterate workflows and expand functionality
- Train team on best practices and automation
Week 4
Review & Scale
- Review configuration and impact metrics
- Refine data models and automation triggers
- Present results and next steps for full rollout
- Achieve measurable time-to-quote reductions
