Who this is for: Managers
💼 Why this matters
Most follow-up calls fail in the first 30 seconds — not because the contractor doesn’t know their trade, but because they don’t know enough about the person they’re calling. Generic openers get screened out. Generic pitches lose to price. ProspectIQ Sales Intelligence solves the preparation problem: it researches the prospect, analyzes the fit, and gives you a specific angle to open with, a specific objection to anticipate, and a structured call playbook — before you dial.
ProspectIQ is PriceRight Pro’s AI sales intelligence tool. Open it on any prospect in your pipeline and it generates a full pre-call briefing: what the prospect likely needs, why your services fit, how to open the conversation, what resistance to expect, and a structured set of questions designed to run the call effectively. It’s not a generic AI summary — it researches the company, applies a proven sales framework, and personalizes the output to your specific business.
How it works — two phases #
When you open ProspectIQ on a prospect, generation runs in two phases. You’ll see the status messages as it works.
Phase 1 — Research. Researching [company]… ProspectIQ searches the prospect’s company or website using Google Custom Search and reads the top results. It’s building context on who they are, what they do, what kind of organization they run, and anything publicly visible about their operations — before a single word of intelligence is generated.
Phase 2 — Generate. Generating insight… Using the research, your Company Snapshot, and the prospect’s title and lead type, ProspectIQ generates the five-card briefing. The output is specific to this prospect and tailored to your business — not a template, not a generic pitch script.
ℹ️ Company Snapshot: ProspectIQ personalizes its output when you’ve set up your Company Snapshot in Settings. Without it, the intelligence is still useful but applies general contractor context rather than specifics about your business — your trade, your market, your services. Set it up once and every ProspectIQ briefing reflects who you actually are. If it’s not set up, you’ll see a Set Up Now prompt in the header.
The five cards #
ProspectIQ delivers five structured cards, each with a specific purpose. The first four follow the DEAL sales framework — a proven progression from discovering pain to locking the deal.
What They Need — What this prospect’s real pain or gap likely is, written from their world, not yours. Not “they need pressure washing” — something more specific to their organization type, their role, and what people in their position typically struggle with.
Best Fit — Why your services are a natural match for this specific prospect. What about their situation aligns with what you actually deliver well.
Your Angle — How to open the conversation. A relevance-based opener that earns their attention because it connects to something real about them — not a generic intro. This is the most valuable card for contractors who find the first 20 seconds of a cold call the hardest part.
Watch Out For — The most likely point of resistance that could stall or kill the deal. Not every objection — the specific one most likely to surface with this prospect based on their profile. Anticipate it before the call, not after.
The Call Playbook #
The fifth card is the most operationally useful. The Call Playbook gives you the actual questions and responses to run the call — written for this specific prospect, not a generic script.
Discovery Questions — Open-ended questions to start the conversation and surface what the prospect actually cares about. Every question starts with How, When, or What happens when — never a yes/no question that lets them off the hook in one word.
Consequence Questions — Questions that follow up on whatever the discovery questions reveal — making the cost of their current situation real. These are the questions that turn “we might consider switching vendors sometime” into “okay, what’s it going to take to get a quote from you.”
If They Push Back on Price — One specific redirect for when the prospect says your price is too high. Not a defense of your pricing — a question or statement that reconnects them to the cost of the problem they’re trying to solve. This is where most contractors lose deals they should have won.
Lead type affects the output #
ProspectIQ reads the lead type set on the prospect record — warm referral or cold outreach — and adjusts its intelligence accordingly. A warm referral from someone who already trusts you calls for a different angle and different discovery questions than a cold contact with no prior relationship. Set the lead type on the prospect record before opening ProspectIQ.
Share and Regenerate #
Tap the share icon in the top-left corner to export the full briefing as text — all five cards including the Call Playbook, formatted and labeled. Text it to yourself, email it, or open it on your laptop before the call.
Tap Regenerate at the bottom to run a new generation — useful if you’ve added notes to the prospect record or updated their lead type since the last run.
🚀 Smart Business Tip
Run ProspectIQ the night before a follow-up call, not five minutes before. Share the Call Playbook to yourself and read through the Discovery and Consequence questions a few times. Contractors who know their opening question before they dial sound like they’ve done this a hundred times — because the preparation shows. The prospect can’t tell where their research ends and yours begins. That’s the advantage.
How to get started
ProspectIQ is available on any prospect record in your pipeline. Open a prospect, find the ProspectIQ button, and tap it. If you haven’t set up your Company Snapshot yet, do that first — it takes about five minutes and makes every briefing significantly more specific to your business.
