Be What It Takes
Pro$pecting ENGINE
Your whole prospecting operation on one screen, working a list you did not have to build.
"See it live" opens a sample Engine with made-up companies and people. Click anything; nothing is sent.
The challenge
The selling is the easy part
What wears a salesperson down is everything wrapped around the conversation. Most of it is necessary. Almost none of it is the job you hired them for.
Who to call
Deciding, every morning, which names out of hundreds are worth the next two hours.
Knowing something
Finding the reason this call is worth taking before you dial.
Reaching them
Phone, text, email, and the switching between all three.
Following up
Remembering who said "call me in March," and actually calling in March.
Logging it
Writing down what happened while you still remember what happened.
Reporting it
Rebuilding the same pipeline summary by hand every single week.
What the Engine is
One dashboard, and a list that is already waiting for you
The board
Every prospect, attempt, reply and open deal in one place, with whatever needs you today pulled to the front.
The daily tasks
Scheduled work builds the call list, searches the news, refreshes the pipeline and files the weekly report.
You
You make the calls and you write the notes. The Engine does the part that was never selling.
The board
Who to Call Today sits at the top, glowing, before anything else
It is the first thing on the screen because it answers the first question of the morning. Five ways in, each with its own filters: build today's list, build a custom one, take another automated suggestion, open a quick list, or go straight to this week's newsworthy prospects.
Tier 1, 2 and 3 Targets
Your whole territoryThree tiles, one per tier, each with the filters that matter for that tier.
Call List
Every other morningBuilt by tier and callback date, so the order is decided before you sit down.
Callbacks
By the date they gave youEveryone who asked you to call back, due first, overdue louder.
Activity Log
Every attemptWhat you did, what came back, and the date. This is what the reports are built from.
In Progre$$
LiveProspects in an active evaluation or a live deal, on their own cadence, out of the daily list.
Succe$$ Board
Refreshed nightlyGoal, signed, stretch and pipeline. The weekly report writes itself and goes out Saturday.
Templates and Scripts
Yours, saved onceCall openers, objection answers, texts and emails, grouped by what the message is for.
Set Up
One time, about an hourStays first and gold-edged until it is done, because the Engine only gets good once it knows your territory and sounds like you.
The tiers
Your territory, sorted by what each prospect is actually worth to you
The tiers come from your own analysis. The Engine just makes them the order you work in.
Tier 1
High revenue opportunity, strong market share, dense urban population.
Tier 2
Medium size business, market between urban and rural. The solution could level them up in revenue.
Tier 3
SMB, smaller market and smaller share. Needs the solution — the question is whether they can afford it.
Newsworthy triggers
The Engine reads the news so the call has a reason
Four times a week it searches trade press, local news and the companies' own posts for the things that change a conversation.
A new managing broker, a founder stepping back, a partner leaving. The moment a firm is rethinking how it runs.
A second office, a recruiting push, an acquisition. Growth that has outrun the back office behind it.
Something happened within fifteen miles. The subject is already live in that market this week.
An award, an anniversary, a ranking. A real reason to call that is not a pitch.
- A signal moves that company to the top of today's list.
- The reason is attached to the row, so the opener writes itself.
- Only closed and won accounts drop out of the search.
A day in the life
Open it, make your calls, get on with your day
What is waiting
- Today's call list, already ordered
- Anyone who said to call back today
- New signals, with the reason attached
- A text telling you the list is ready
What you do
- Call, text or email from the row
- Pick the outcome, type the note
- Save To Log, and the row clears
- Set the callback while it is fresh
What happens without you
- The pipeline view refreshes overnight
- The drip keeps sending, capped and safe
- Friday, a nudge to log the week in your CRM
- Saturday, the weekly report goes to your manager
Rules that keep it honest
Your name, your reputation, your call
Nothing sends itself
Every message waits for you. The Engine drafts; you decide and you send.
A drip is not a call
Campaign sends and skips are never counted as attempts, so your activity numbers stay true.
Log it or it stays
A row will not clear until the outcome is on it. No quiet gaps in the record.
No is not forever
Not interested is a date, not a status. Those owners come back around on their own schedule.
Do not contact is honored
Flagged owners sit out entirely, and only return if and when you say so.
Nothing changes behind you
The Engine confirms with you before it changes any of its own automation.
Getting set up
About an hour, in two sittings
After that the daily work runs on its own, and the only thing on your calendar is the calling.
- 1Thirty minutes to get the app running and your Engine built and connected.
- 2Thirty minutes to pair your phone, review the templates and load your goals and pipeline.
- 3Then it starts. Your first call list lands on the next scheduled morning.
What it connects to
Built around the tools you already pay for. Nothing new to buy, and nothing to migrate.
What you get back
The hours were always there. They were just spent on the wrong thing.
Mornings spent deciding who to call.
Place where every attempt and outcome lives.
Touches working quietly on the owners who never answer.
The list is built. By tier and by callback date, before you sit down.
The reason is attached. You open a row already knowing why this call is worth taking.
The report is written. It goes out Saturday whether or not you remembered it.
Be What It Takes
Want one built for your team?
Book a free Q&A call and we'll map the Engine to how your people actually sell.
bewhatittakes.com · 312-446-3578