The fastest way to know if Toolblocks is right for you is a short trial with the people who feel the pain most—whoever rebuilds client lists by hand, preps for meetings the night before, or keeps opportunities in their head. If it works for them, they're the best advocates for the rest of the firm.
A pilot is the fastest way to build a case for Toolblocks. This page walks you through team selection, baseline measurement, setup, and presenting results.
The pilot process
Choose people who carry influence in the wider organization and feel the friction of your current setup most acutely.
Good signals include people who rebuild client lists by hand, principals who prep for meetings the night before, or team leads who already said they want a lighter place for this work.
They will be the most motivated participants and the most credible advocates when it is time to present results.
Before your pilot team touches Toolblocks, capture how they feel about your current setup. This gives you a baseline to measure against and surfaces the specific pain points Toolblocks needs to address.
How much pursuit work actually lives in your current system?
Where does the current setup create friction?
Whether your system helps momentum or drains it.
How well individual work connects to team priorities.
Some teams start fresh with a target account list and a short pursuit plan. Others import LinkedIn connections, existing contacts, or a CSV export from a CRM so they can finish active pursuits without losing context. Both approaches work well.
Import contacts from LinkedIn and email, then connect the workflows your pilot team already uses: prospecting, Gmail follow-up, and cited research for key accounts.
If you need help with setup, book time with our team.
Give your team four to six weeks, enough time to work through real outreach, at least one event or conference cycle, and several meeting-prep workflows.
Encourage them to use Toolblocks as their primary place for BD work during this period rather than splitting attention between tools.
Send the same survey from step 2, this time focused on the Toolblocks experience. Request responses at least a week before you plan to present to leadership, so you have time to compile results.
Leaders rarely have time to sift through anecdotes. Pull out four or five of the most telling comparisons between your baseline and post-pilot surveys and put them side by side.
Pair each metric with a quote from your pilot participants: prep time saved, a follow-up that would have been dropped, or a meeting brief that included sources leadership could verify. Use their words, not hypothetical examples.
Next steps
Once you have buy-in, you are ready to move. Our migration guide covers contacts, practices, and communication for a smoother firm-wide transition.
