With trumpet, TestGorilla has:
- Centralised every client touchpoint in one digital hub (more on what a Digital Sales Room is here)
- Simplified renewals and made them more collaborative
- Identified expansion opportunities earlier through engagement insights
- Delivered a consistent, professional experience across the customer lifecycle
TestGorilla is a skills-based hiring platform that helps companies make better, fairer hiring decisions using pre-employment assessments. The team partners with customers across the full lifecycle, from onboarding through renewal and expansion to ensure value is realised long after the initial purchase.
When Will Spilsbury, Account Manager at TestGorilla, first came across trumpet’s Digital Sales Rooms, he immediately recognised their potential to transform how customer relationships were managed, not just for new business, but across the entire client lifecycle.
“I’d been trying to bring trumpet into my previous organisation,” he explained. “I was such a big fan of the Digital Sales Room and the experience it creates for customers, especially beyond just acquisition.”
Turning renewals into a seamless experience
Will noticed that while many businesses pour time and energy into customer acquisition, retention and growth often don’t get the same attention. Renewals were typically a messy process of piecing together emails, quotes, decks, and pricing information, leaving both teams and clients with scattered communication.
“With trumpet, I can collate everything that’s relevant to a client in one singular place. Instead of asking them to refer back to an email or search for a quote, it’s all there, neatly presented. Clients regularly comment on how much simpler renewals feel.”
By moving renewal and onboarding conversations into trumpet Pods, Will gave clients a single source of truth, one link containing every asset, call recording, ROI story, and next step. This made it easier not only for the main contact, but also for other internal stakeholders who needed to be involved in the decision.
“It really democratizes the sales process,” he said. “Everyone has the same access to the same information, and it makes sharing internally so much easier.”
A single Pod for the entire customer journey
Will’s workflow now revolves around trumpet. He picks up the Pod created by the Account Executive, then adds in onboarding resources like FAQs and timelines (see how teams approach this in our Customer Onboarding use case), plus the key materials clients will need later - ROI stories, renewal pricing, product roadmap updates, and past call recordings. For Templates and centralised collateral, his team leans on trumpet’s Content Management.
He likens the experience to having a rolling Google Doc linked to every one-to-one meeting. A shared, evolving workspace where everything lives in one place.
“Imagine trying to run your one-to-ones through email, that’s what the average renewal process is like. trumpet turns that chaos into a clear, professional experience.”
Beyond renewals, trumpet helps Will identify expansion opportunities early. By tracking engagement, he can see exactly who’s viewing which sections, start multithreading more effectively, and plant the seed for future growth right from day one - a motion we’ve written about in our guide to the stakeholder “sweet spot” for multi-threading.
A more professional, human, and effective client experience
For both Will and his clients, trumpet has redefined what collaboration looks like. Renewal meetings no longer feel like administrative checklists, they’re interactive, transparent, and clearly structured.
“Clients love it,” Will said. “It’s a no-brainer. It just feels more professional than sending over a Google Slide deck”, especially when you compare deck presentations vs Digital Sales Rooms.
He credits trumpet with helping him close some of his largest key accounts and streamlining the way he manages every client touchpoint. With Templates built by the enablement team, Will can quickly adapt Pods to each account without starting from scratch.
“It’s a dream to use. It’s super simple, and for me, it sits alongside tools like Gong in terms of the ROI I get as a rep.”
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