Template

How to Run a Successful Call Analytics Pilot: Step by Step Implementation

Launch a low risk call analytics pilot that proves ROI. Clear goals, structured execution, and data driven decision criteria.

Key Features

5 step implementation roadmap from goal-setting to scale decision.
Technical setup checklist to ensure smooth launch.
Decision framework with clear thresholds.
Scaling playbook for phased enterprise rollout after pilot success

How it Works

Prepare

Gather your current systems and stakeholder info.

Set Up

Complete technical setup, train managers, and verify tool accuracy.

Launch & Monitor

Run regular check ins, track adoption, and troubleshoot issues fast.

Decide & Scale

Use decision criteria to determine next steps.

Frequently Asked Questions

Who should use this pilot framework

CX leaders and contact center managers launching their first call analytics pilot or looking to fix a struggling implementation.

Can I customize the assessment for my organization?

Absolutely. The template includes common goals, but you can adjust targets and add your own metrics.

How long should a pilot run?

30 days is the sweet spot, long enough to prove value, short enough to maintain momentum and make a decision

Hear from our customers

“We can now review customer calls for insights quality in minutes vs weeks. We also identify opportunities to improve our customer experience and increase sales like we never did before.”

“Before we got Insight7, I would spend days getting recordings transcribed, highlighting interesting quotes, and aggregating those quotes into insights. Now I just upload the recordings into Insight7 and all that work is done for me in a matter of minutes.”

“Insight7 is accurate in transcribing and has unique analysis capabilities other tools don’t have. I love the customer service too. It's exceptionally good.”

“I've been doing market research analysis for 40 years and Insight7 has been a huge help. It is super fast and convenient, absolutely fantastic so far!”

“Insight7 is a great tool and I am using it more and more every day. The time to insight is impressive, enabling me to take research or customer calls and turn them into Insights I can act off of.”