Getting started with your free Forevate pilot: a step-by-step guide

How the 14-day setup works, what we need from you, what you get when it ends, and how to make the most of your free 30-day pilot. For marketing teams.

An illustrated timeline: a short setup stage, a highlighted handover point, then a longer free pilot stage

Your pilot has two parts. First, we spend 14 days setting Forevate up on your own brand, and hand you your first insights. Then you use it free for 30 days, with no commitment. If you need more time to judge it, you can extend the free pilot to 60 days.

Stage How long What happens
Setup 14 days We configure Forevate on your brand, rivals and market, and deliver your first insights
Free pilot 30 days, extendable to 60 Your team uses Forevate on real decisions, with our support
Review At the end of the pilot We look at what it showed and you decide what next

This guide explains what happens at each step, what we need from you, and how to get the most out of it.

What the pilot includes

The pilot uses Forevate Core, the same package our clients use every day:

Module What it shows you
My brand What people say and feel about your brand across Facebook, Instagram, TikTok, YouTube and Reddit, short videos included
My personas Who is talking, what each group cares about, and how it differs by region
My market essentials The conversation in your category, so you see trends as they start
Executive insights Short alerts on what moved and what it means for your product, price, place and promotion

Everything runs on public market signals. You do not need to connect your own sales or customer data to start.

Before kickoff: what we need from you

Most teams have all of this to hand. It usually takes less than an hour to put together.

  • Your brand and sub-brand names, as people write them, including nicknames and spellings in Sinhala, Tamil or English
  • Your products and pack sizes, if you have a list
  • Your social media pages and handles
  • How you market today: your current approach across product, price, place and promotion, in a few lines
  • The rivals you watch
  • The regions and channels that matter most to you
  • Your audiences: your own persona definitions, or we draft them and you sign them off
  • Who should have access: the names and emails of your users
  • Your logo, for your workspace

The 14-day setup: we get everything ready

While you carry on as normal, we:

  1. Configure Forevate for your brand, products and rivals.
  2. Collect up to 24 months of public history, so you can see what moved before, not only what is moving now.
  3. Set up your personas and regions.
  4. Calibrate how Forevate reads sentiment in the languages your shoppers use, including Sinhala, Tamil, English and the mix of all three.
  5. Create your secure workspace and user access.

We may ask you one or two quick questions along the way, for example whether a nickname refers to your product or a rival’s.

End of setup: your first insights

You receive your first executive insights pack: what is moving your brand right now, the signals behind each point, how sure we are, and the first decisions worth your attention. We walk your team through it and train your users on Forevate in the same session.

Every insight shows the posts and sources it came from, so your team can check the reasoning and not just the conclusion.

Your free 30 days: use it on real decisions

This is where the pilot proves its value. We suggest you:

  • Bring a live question. A price change you are considering, a launch that is not selling as expected, a rival’s new pack. Ask Forevate what the market is saying about it.
  • Read the alerts. Executive alerts arrive through the week. Forward the ones that matter to the people who own those decisions.
  • Invite the people who decide. Brand managers, the head of marketing, sales and insights. Users are unlimited.
  • Compare with what you knew. Check what Forevate shows against your own sales and your team’s instincts. Where it adds something new, note it.

End of the pilot: review together

We review the pilot with you:

  • What moved in your market during the pilot, and what Forevate showed first
  • Which decisions it helped, and what changed as a result
  • What would make it more useful: more rivals, more websites, or your own sales data

Then you choose: continue with Forevate Core, add the modules you need, extend the pilot to 60 days, or stop. There is no obligation.

Optional: connecting your own data

Your own data is never needed to start. When you are ready, the My demand and My customers modules connect your sales, CRM or loyalty data, so you can see which signals actually moved your sales. These connections are set up after your data-protection sign-off, use read-only access wherever possible, and your data is never pooled or shared with other clients. Read more on our governance page.

Five tips from teams who got the most out of their pilot

  1. Name three decisions you want help with in the next quarter, before kickoff.
  2. Give us your nicknames. Shoppers rarely use your official product names.
  3. Put one person in charge of the pilot on your side, to keep questions moving.
  4. Look at your rivals, not just your brand. Some of the most useful signals are about what others are doing.
  5. Share one insight a week with your leadership team. It is the fastest way to see whether it changes the conversation.

Common questions

How much time does the pilot take from my team? About an hour to prepare, an hour for the walkthrough and training at the end of setup, and whatever time you choose to spend using it during the free 30 days.

Do we have to sign anything? A short pilot agreement that covers how we handle any information you share. There is no commitment to buy.

Can more than one brand join the pilot? The pilot covers one brand. If you manage a portfolio, we can talk about adding more brands afterwards.

What happens to our workspace if we stop? It is closed, and anything you shared with us is returned or deleted.


Ready to start? Request your free pilot. You can also read how Forevate works with market research, or see our pricing for what comes after the pilot.

Free 30-day pilot · First insights in 14 days

Request a free pilot

We reply within one working day. See our privacy policy and how we keep your data safe.