Where you are today, where you want to be, what's in the way, and exactly how we'd close the gap.
We fill these in together on the call. Nothing below is assumed, every number on this page comes from your answers.
The plan, the price and what it makes you all come from these.
Decision makers we can already find by name in San Antonio, counted Oct 15, 2026. This is a floor: county property records add owners who aren't on these lists.
What it takes to fill your extra capacity, on your numbers.
owner meetings held a month to fill the studies you can take on.
new studies in year one from owner meetings alone.
in new study revenue in year one.
Most owners of a building worth a study have never heard of cost seg, so they never ask for it. Referrals arrive when they arrive. Hiring a BD rep is a salary and most of a year before you know if it pays.
Owners who already said yes to talking with you, each with a ballpark of what they could write off, plus intros to the CPAs who handle real estate clients, so referrals keep coming every tax season.
The exact steps we run, in order. You see and approve the output of each one.
Separate domains that look like SegPro but are never your real one, so your main email can never be hurt. Mailboxes warmed up before they send, and an inbox placement test before the first real email.
San Antonio companies matched to county property records, filtered to buildings worth $500k+ that the business owns, not rents. Medical and dental offices, owner-occupied industrial, and the other property types you study. Owner names, verified emails, your current clients removed. You get the count by property type.
San Antonio CPA firms with real estate and construction clients, the partner who owns those relationships, verified emails.
"Want a cost segregation study?" gets deleted. A ballpark of what their own building could write off doesn't. We build that estimate per building from the property record, using your rules of thumb.
A dentist who owns her office and a manufacturer who owns his plant care about different things, so each segment gets its own angle. CPAs get their own campaign. You approve every word.
A person calls every owner who says yes, checks the conditions below, and books them on your calendar. Anyone who doesn't fit doesn't get booked.
You get a brief before each call. The owner gets reminders so they show. No-shows are replaced at no cost.
Weekly numbers, a readout at day 30: which property types and angles book, what owners and CPAs are saying. Cut what loses, put the volume behind what wins. Day 60 is the review.
Honest version. New mailboxes need about two weeks of warm-up, so the first meetings land in weeks 3 to 5, not week 1.
Example format, made-up company.
Alamo Heights Family Dental · San Antonio, TX · owner: Dr. Lisa R.
We agree this together on this call, and it goes into the agreement word for word.
CPA intros are part of the monthly fee, not billed per meeting.
Priced from your answers in section 1, so it changes as they change.
From your answers in section 1. Month 1 has fewer meetings because emails start going out around day 15. Money is only counted once a client actually pays you. CPA referrals aren't counted, they're upside.
You've made back everything you paid us.