How the Taskcube Pilot Engagement Works, Step by Step

Hiring an outsourced sales team is a trust decision. You are handing part of your revenue engine to people you have never met, and most agencies ask you to sign a long retainer before you have seen a single result. We think that is backwards, so we structured Taskcube around a pilot model where you see the work before you commit to anything long term.

This post walks through exactly what happens from first call to your go or no go decision, so there are no surprises.

Step 1: The discovery call

Everything starts with a conversation about your business. We want to understand what you sell, who buys it, what your current sales motion looks like, and what a good month would look like for you. If we do not think we can help, we say so on this call. A pilot only works if both sides believe there is a real fit.

Step 2: We agree on scope and targets before any work starts

Before the pilot begins, you get a written scope covering:

• Who is on your team. Our standard unit is two people: a Sales, Operations, and Implementation Manager who runs strategy and reporting, and a Sales Development Representative who does the daily outreach.

• What they will do each day. Prospecting, cold calling, voicemails, email outreach, LinkedIn relationship building, follow up, meeting booking, and CRM hygiene.

• The daily activity targets they will be held to. For example, our email outreach standard is 10 to 15 personalized emails per day per inbox, because that volume keeps deliverability healthy and quality high. Blasting hundreds of templated emails damages your domain and your reputation, so we do not do it.

You approve the targets before anything launches. If a number looks wrong for your market, we adjust it together.

Step 3: The one month pilot at a reduced hourly rate

The pilot runs for one month at a reduced hourly rate. We bill hourly, invoiced weekly, so you are never prepaying for months of work you have not seen. There is no setup fee and no long term contract during the pilot.

Why hourly and weekly? Because it keeps the risk on us. If the work is not there, you see it within days, not at the end of a quarter.

Step 4: You see every KPI, every week

Transparency is not a slogan here, it is the operating model. During the pilot you get full visibility into:

• Calls made and connected

• Emails sent and reply rates

• LinkedIn touches

• Meetings and demos booked

• Qualified leads added to pipeline

• CRM activity, so you can audit everything yourself

The tools we typically run on, such as QuickMail for cold email, JustCall for calling, and Apollo for prospecting data, all produce activity logs. You are not taking our word for anything. You can open the dashboard and check.

Step 5: You decide

At the end of the month, we review the numbers together and you make the call. Continue at the standard hourly rate, adjust the scope, or stop entirely. If you continue, the first three months run as a probationary period, which means the easy exit stays open while trust builds.

We win by earning month two, not by locking you into month twelve.

Why we run it this way

Taskcube was founded in 2014 and we have built this model deliberately. Small businesses have been burned by agencies that overpromise, hide activity, and hold clients hostage with contracts. Our answer is simple: short commitment, visible work, weekly billing, and a structure where the client holds the power at every step.

If that sounds like the kind of arrangement you would actually be comfortable with, book a call and we will walk you through what a pilot would look like for your business.