The first 30 days of an AI field pilot

02Pick one loop

The strongest pilot starts with one repeatable field loop. Choose a route, account group, product line, or workflow where the team already feels the pain of missing proof and slow follow-up.

Do not start with every possible automation. Start with the loop that can get better every day.

03Measure operational lift

Useful pilot metrics are close to the work.

• Visits captured with complete evidence
• Issues caught before the rep left
• Manager review time saved
• Follow-ups created or resolved
• Repeat flags reduced over time

04Expand from behavior

After 30 days, the important question is not whether the demo looked impressive. It is whether reps captured cleaner work, managers made faster decisions, and the system learned enough to make tomorrow's route smarter.