The Stage 1 free trial

Most trials either show you nothing useful or make you hand over a card before you can judge. Neither tells a services seller what they need to know, which is whether this finds real accounts worth calling. The Stage 1 trial runs on your firm and your accounts, for 14 days, with no card.

What you get

Every new workspace starts with a 14-day trial and everything in Team. Unlimited plays, Slack, and room for up to five people.

Three limits shape it. Full research on your top 15 accounts. Ten accounts you can approve and start working. And 25 work emails found for the people on those accounts.

The top 15 means the 15 highest on your Board by signal strength. Each one shows everything. The 3x3 research, the drafted opener and the warm paths. Accounts below that still show what happened there, so you can see the Board working. Their research, opener and warm paths wait for a plan.

A bar at the top of the Board counts the days left and how many approvals you've used.

How it starts

Sign up with your work email. Personal inboxes like Gmail can't start a workspace. Stage 1 sends from your own domain, and a company address keeps the trial tied to a real firm.

Stage 1 reads your website from your email domain and builds your Brain. It turns on the plays the Brain suggests. It suggests accounts that fit your ideal customer, or uses the ones you add. You keep the accounts you want and drop the rest, so research is only spent on accounts you chose. Then it starts reading news, newsrooms and filings, and the Board fills as signals land.

You don't need LinkedIn connected to see any of that. Stage 1 asks for it at your first Approve, when it's time to reach people. The walk-through is in your first Board in two minutes.

Looking around first

If you'd rather see a full workspace before you set up your own, there's an example one. Halyard Systems is a made-up firm with made-up accounts, signals, warm paths and replies, so every screen has something on it.

When you're ready, Start with my company clears the example. Accounts, people, signals, plays and the Brain go. Your teammates, settings, connections and opt-outs stay. Stage 1 then builds your first Board from your own company.

What happens when it ends

Nothing is charged. There's no card on file.

Your Board keeps filling. Sending pauses, and approving waits for a plan. Everything you set up stays where it is until you choose one under Settings, Billing.

Why the trial is built this way

Fifteen accounts is enough to judge the research. You'll know in a day whether the signals are real, whether the 3x3 reads like someone did their homework, and whether the opener sounds like you.

Ten approvals is enough to judge the outreach. Work ten accounts for two weeks and the Desk tells you how buyers answer your firm.

The limits exist for a plain reason. Each email lookup and research read costs money, and an open trial gets mined for free research. The caps keep the trial honest without hiding what the product does.

Why this matters for a services firm

A services firm doesn't need a demo of a sales tool. It needs to see its own market through it. A trial on made-up accounts tells you the interface works. A trial on your accounts tells you whether you'd have found the next deal sooner.

That's the test that matters. For what the research should look like when it's good, read research before reach, and for what Stage 1 is for in the first place, introducing Stage 1.

Plans and details are on the pricing page. Fourteen days is long enough to know.