SegPro Solutions · prepared for Zack · Oct 15, 2026
Qualified owner meetings for your San Antonio reps, live in 72 hours.
A 30-day pilot built around the one thing you said you can't afford to lose: time.
1. What you told us
Your firm
Cost seg studies, nationwide. 93 signed last month, room for about 150.
Why San Antonio
You just hired new sales reps there and want them to get traction.
Your numbers
About $4,000 a study. 3 in 10 sales calls sign. 30 to 60 days from first call to paid. Buildings from $200K.
What you have today
Referrals and SEO, plus a cold calling vendor on a retainer that isn't hitting a meeting a day.
"I'm not worried about spending the money. I'm just more so worried about wasting my time getting good results."
So this pilot is built to protect your time first.
2. The 30-day pilot
One payment, a fee only for meetings that happen, and a hard number at day 30.
30-DAY PILOTOnce
$2,500 one time
- Market map of San Antonio building owners and CPAs, yours to keep
- Campaigns, sending inboxes, appointment setter
- CPA intros included
Per meeting
$400 / qualified owner meeting held
- Only meetings that actually happen
- No-shows are free and replaced
- Your rep can cancel any meeting that doesn't fit, and it isn't billed
The guarantee
At least 4 qualified owner meetings held by day 30, or you get the $2,500 back. 4 is about what it takes to sign one study at your 3 in 10. You'd have paid nothing else, because the $400 only applies to meetings that happened.
Start the 30-day pilot, $2,500Secure checkout by Stripe
3. Your time vs what you get
No kickoff call. Setup is a form, the rest runs in a shared Slack channel, and there's one call at the end.
Your time over 30 days
| Fill out the onboarding form | 15 min |
| Week 1: nothing, we build and launch | 0 |
| Weeks 2 to 4: approvals and questions in Slack | ~20 min a week |
| Day 30 review call | 30 min |
| Total over 30 days | about 1 hr 45 min |
Your reps take the meetings, each with a brief, so no research.
What you get
- A map of every $200K+ income-producing building owner in San Antonio, yours to keep
- The ~130 San Antonio CPA firm leaders, mapped
- Campaigns written and tested per property type
- Sending inboxes, already warmed up
- A setter who calls every owner who replies and books only the qualified ones
- A brief before every meeting
- Weekly numbers, and a day-30 readout of which owners reply
- CPA referral intros
4. Timeline
We send from inboxes that are already warmed up, so there's no two-week wait.
Day 0
Yes and invoiceYou're added to a shared Slack channel the same day.
Days 1 to 3
Market map and copyYou get the San Antonio owner and CPA counts and approve the emails.
Day 3
Sending startsOwners in every segment, plus the CPAs.
Week 1 on
Replies, qualified meetings on your reps' calendarsOur setter calls every owner who says yes and books only the ones who qualify.
Weekly
NumbersSent, replied, booked, held, by property type.
Day 30
30-minute review callMeetings held against the guarantee, studies in proposal, which segments reply. You decide whether we keep going.
5. Your market
Every owner of an income-producing building worth $200K or more in San Antonio, matched from county property records, across every property type you serve.
Multifamily and apartmentsRetail strip mallsAssisted livingMixed-use propertiesShort term rentalsHotels and motelsShopping centersGas stationsMedical and dental officesGyms and fitness centersRV parks and campgroundsWarehousesNursing homesOffice buildingsSelf storageCar washesAuto dealershipsVeterinary clinicsRestaurantsIndustrial and manufacturingOther income-producing real estate
Every owner
of a $200K+ income-producing building in San Antonio, from county records
~130
CPA firm partners and owners for referral intros
6. What counts as a qualified meeting
- The owner (or whoever decides on the study) is on the call.
- They own an income-producing building worth $200K or more.
- A real reason to talk: open to a study for this tax year or next.
- It happens: they show up. No-shows are free and replaced.
7. What a meeting brief looks like
Example format, made-up company.
Alamo Heights Family Dental · San Antonio, TX · owner: Dr. Lisa R.
- Owns a 6,200 sq ft office building, bought in 2021 for about $1.4M
- Has never had a cost seg study, her CPA never brought it up
- Why talk now: wants to know if she can write off more this year
- Best time: Friday afternoons
8. What the pilot is worth to you
On your numbers: each meeting is worth about $1,200 to you ($4,000 a study, 3 in 10 sign). Move the slider. Studies take 30 to 60 days to pay, so most of this lands after day 30.
-
what the pilot costs you
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studies you'd expect to sign from them
9. After day 30
We keep going only if it makes sense for you on ROI and you're happy. Then it's month to month on the same setup, a monthly fee plus $400 per qualified meeting held, with the volume set at the day-30 review from the real numbers. If not, we stop, and you keep the market map and everything we learned about which owners reply.
Next steps
If it makes sense, you can start right now.
Start the 30-day pilot, $2,500Secure checkout by Stripe
- Pay with the link above. The $400 per meeting is billed later, only for meetings that happened.
- Within the hour you get a one-page agreement, the onboarding form and an invite to our shared Slack channel.
- Onboarding form, 15 minutes: your property types, your rules and your reps' calendars.
- Within 72 hours sending starts. The 30 days count from the first email.
Rather talk first? We're on for Thursday.