Who this is for: Managers
📱 In Your Day
A scenario from the real rhythm of a contractor’s day — using PriceRight Pro the way it’s meant to be used.
It’s 6:45 on a Tuesday. Chamber of Commerce mixer at the hotel by the airport. You’ve had two good conversations in the last hour — a property manager who oversees a twelve-unit complex on the east side, and a general contractor who mentioned he subs out pressure washing on every project. You’re holding their cards. The event wraps in fifteen minutes.
At the event — scan and save #
You open the CRM and tap the camera icon. The scanner opens. Card flat under the light — Card detected — tap to capture. Tap. Reading card… Fields fill in: name, company, title, email, phone. All correct.
While you’re checking the address, the app has already started searching LinkedIn. By the time you scroll down: LinkedIn profile found. You tap Open to verify — it’s her. Twelve years managing commercial properties in this market.
You turn on Add to Prospect Pipeline. Tap Save to CRM. Same for the GC — two minutes, both contacts saved, both in New Lead stage in the pipeline. The cards go in your pocket. You’ll throw them out later.
Next morning — open ProspectIQ before you dial #
You set follow-up reminders for both contacts — three days out. Before you make the first call, you open the property manager’s record in the pipeline and pull up ProspectIQ Sales Intelligence.
Five cards load. This isn’t a generic AI summary — ProspectIQ reads her title, company, and your Company Snapshot to generate intelligence specific to your business and this prospect.
- What They Need — Property managers at her scale deal with vendor turnover and liability gaps on exterior maintenance. She’s not looking for the cheapest quote — she’s looking for someone who shows up, documents the work, and doesn’t create more problems than they solve.
- Best Fit — High recurring potential. Multi-unit buildings mean regular wash cycles and a single decision maker who controls the budget for the whole portfolio.
- Your Angle — Lead with reliability and documentation, not price. Mention that you send before-and-after photos and service records with every job — that’s the paper trail that protects her when a tenant complains.
- Watch Out For — She may already have a vendor. The opening isn’t “we’re cheaper” — it’s “when’s your current contract up and what would make you consider switching?”
Then the fifth card: Call Playbook.
Three sections. Discovery — three questions to open the conversation and surface what she actually cares about. Consequence — two questions that help her connect the dots between vendor problems and real costs to her. If They Push Back on Price — one specific response to use if she compares you to a lower quote.
You tap the share icon in the top corner and text the playbook to yourself. You’ll have it open on your laptop while you’re on the call.
On the call #
You open with a Discovery question from the playbook. She talks for three minutes without you saying much. By the end of the call you know she has a current vendor, the contract expires in April, and her main complaint is that they never send photos. You already send photos on every job.
You schedule a walkthrough for next week.
🚀 The habit that compounds
Most contractors walk into a follow-up call knowing the person’s name and not much else. ProspectIQ Sales Intelligence closes that gap — not with generic advice, but with an angle and a playbook built around your business and their profile. The Call Playbook alone changes the quality of the conversation. Set up your Company Snapshot in Settings so ProspectIQ knows who you are — the more context it has about your business, the more specific the intelligence it generates.
The how-to articles behind this scenario
