Who this is for: Managers
📋 The PriceRight Pro Business Cycle — 7-Part Guide
- Part 1: The PriceRight Pro Business Cycle — Start Here
- Part 2: Find and Track Your Prospects — You are here
- Part 3: Build an Estimate That Wins Jobs
- Part 4: Present, Sign, and Collect a Deposit
- Part 5: Invoice, Get Paid, and Manage the Job
- Part 6: Close the Job and Ask for a Review
- Part 7: How PriceRight Pro Sets You Up for Tax Season
💼 Why this matters
Most contractors lose leads the same way — a business card sits in a truck, a name gets forgotten, a follow-up never happens. By the time you remember, the job went to someone else. The contractors who close the most work aren’t always the best at the trade. They’re the best at staying in front of people.
Stages 2 and 3 of the PriceRight Pro business cycle are about turning strangers into booked jobs. Stage 2 is prospecting — capturing new contacts and getting them into your system. Stage 3 is pipeline — moving those contacts toward an estimate, and then toward a yes.
PriceRight Pro gives you three tools that work together for this: the Business Card Scanner, the CRM, and the Prospect Pipeline. You don’t have to use all three on day one. But the more consistently you do, the less work slips through.
Business Card Scanner — Stage 2: Prospect #
You meet someone at a supply house, a trade show, or a job site. Instead of stuffing their card in your pocket, you open PriceRight Pro and scan it. The AI reads the card and pulls out their name, company, phone, and email automatically. You review it, make any corrections, and save it.
That contact lands in your CRM immediately. From there, you can enrich it with their LinkedIn profile, run ProspectIQ Sales Intelligence to get AI-generated research and talking points tailored to that prospect, and tag where you met them with a custom lead source. The card is off your seat and in your system before you pull out of the parking lot.
CRM — Stage 2: Prospect #
Your CRM is your contact list for the business — everyone who is or could become a client. You can add contacts manually, import from your iPhone address book, or save them straight from the Business Card Scanner.
Every contact has a Client Metrics Dashboard that grows over time — jobs completed, total revenue, win rate, how they found you. The longer you use PriceRight Pro, the more your CRM tells you about which contacts are worth your time and which channels are actually bringing in work.
Prospect Pipeline — Stage 3: Pipeline #
The Prospect Pipeline is where leads go to become jobs. It uses a Kanban-style layout — each lead moves from left to right as it gets closer to a signed estimate. You can see every active opportunity, how long it’s been sitting, how many times you’ve reached out, and what it’s worth if it closes.
The Pipeline KPI Dashboard shows your active deal count, total pipeline value, average close rate, and revenue trend — all updated as you move leads. When a lead closes, you mark it won or lost. Over time, that win/loss data feeds the Metrics Dashboard and starts surfacing patterns about what’s working.
When a prospect is ready, you convert them to a pipeline lead directly from their contact record. From there, the Job Builder is one tap away.
📱 In Your Day: You meet a general contractor at a lumber yard, scan his card on the spot, and by the time you get home he’s in your CRM with a follow-up reminder set for Thursday. Full scenario →
🚀 Smart Business Tip
After 20 or 30 closed and lost deals, your Pipeline win/loss data starts doing something useful — it feeds your Business Metrics Dashboard with close rate trends, average deal value, and AI-generated outreach cadence recommendations. That’s when PriceRight Pro starts telling you not just what happened, but what to do next.
How to get started
- Scan a Business Card and Save a Contact →
- Add Contacts to Your CRM and Start a Pipeline Lead →
- Move Leads Through Your Prospect Pipeline →
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