Prevu3D · Enterprise Sales Playbook · v2.0 · April 2026

Your complete
enterprise sales
operating system.

Everything a Prevu3D rep needs to prospect, discover, demo, handle objections, and close enterprise deals — in one place. Built from the ground up for industrial manufacturing, AEC, and O&G.

16
Sections
40+
Call Scripts
10
Objection Responses
6
Competitive Battlecards
What's inside
Strategy
Execution
Intelligence
How to Use This Playbook
New Rep?Start with Onboarding, then read ICP & Personas, Value Prop, and Discovery before your first call.
Before a Cold Call?Pull up Call Scripts → Cold Calls. Check which persona you're calling and use the right opener.
Before a Demo?Read Demo Talk Track → Prep Checklist. Know their CAD tool, ERP, and which modules to show.
Competitor Came Up?Go to Competitive Intel, find their competitor, and read the talk track before your next call.
Prevu3D Enterprise Sales Playbook · v2.0 · April 2026 · Confidential
Strategy · Section 1

ICP & Buyer Personas

Who we sell to, what makes them ready to buy, and the four stakeholders in every enterprise deal.

Firmographic Criteria

Core attributes of accounts we can win, land, and expand

🏭

Industry Verticals

Process manufacturing · Food & beverage · Oil & gas · Automotive · Heavy manufacturing · Power & utilities · Ports & logistics · AEC/EPC · Maritime

🏢

Company Size

500+ employees · $500M+ revenue · Multi-site or multi-facility operations · Dedicated engineering and operations functions · Formal capital project programs

🔩

Facility Profile

Brownfield or legacy infrastructure · Complex mechanical, piping, or process systems · Regular shutdown/turnaround cycles · Large asset footprint (Amsted Rail benchmark: 3.5M+ sq ft)

💻

Technology Maturity

Mid-to-high digital transformation maturity · Existing CAD/BIM or ERP investment · SAP, IBM Maximo, AVEVA, or Siemens deployed · Prior 3D scanning exposure

🌍

Geography

North America (primary) · DACH, Australia, Japan (expanding) · Remote or geographically distributed facilities preferred · Multinational ops = higher platform value

Buy Signal Triggers

Capital project/retrofit underway · Shutdown planning · Recent safety incident · ERP/CMMS implementation active · Digital transformation mandate

Disqualifiers — Walk Away From These

Greenfield-only construction firms — no existing asset base to digitize
Small single-site operations with no engineering complexity or dedicated staff
No existing or planned 3D scanning capability — no scan data, no platform value
Pure IT buyers with no operational or engineering stakeholder engaged
Real estate or commercial property — Matterport owns this, we do not compete here
No budget pathway and no champion with access to decision-makers

Buyer Personas

Four stakeholders in every deal. Missing one is how deals stall.

🔵

Engineering Champion

Plant Engineer · Engineering Manager · Capital Projects Lead

Goals

  • Accurate as-built data to eliminate rework
  • Faster design without repeated site visits
  • Clash detection before construction begins
  • CAD/BIM integration: Revit, Plant 3D, MicroStation

Pain Points

  • Engineering from drawings that don't match reality
  • Days wasted on-site measuring what should be digital
  • Errors found during construction — too late, too costly
  • Scan data siloed and inaccessible to remote teams

How They Buy

  • Rarely holds budget — creates urgency and momentum
  • Must be developed as champion early
  • Often initiates evaluation without executive mandate
  • Needs technical proof before escalating internally

What Resonates

50% less back-modeling in Revit with RealityConnect™ — direct productivity gain felt in week one

Tetra Tech: 97% reduction in modeling time on a complex water treatment retrofit — peer validation from a respected EPC firm

Seller Focus: Make them your champion. Run the technical demo for them first. Arm them with ROI numbers to sell internally — they cannot do it without your help.
🟠

Operations & Maintenance Lead

Operations Manager · Maintenance Manager · Reliability Engineer

Goals

  • Reduce unplanned downtime and failed shutdowns
  • Give field techs accurate visual context for maintenance
  • Connect asset documentation to real spatial context
  • Reduce contractor onboarding time and on-site risk

Pain Points

  • Teams working from stale, incomplete documentation
  • Contractor coordination failures during shutdowns
  • Safety risk from unnecessary personnel in hazardous zones
  • No single asset reference connecting maintenance and ops

How They Buy

  • Often co-sponsors alongside engineering
  • Can become economic buyer for ops/maintenance modules
  • Strong ROI lens — needs hard time and cost savings
  • Responds well to reference customers and site-visit proof

What Resonates

RealityTwin™ integrates with SAP, IBM Maximo, AVEVA PI, and AWS SiteWise — connects to systems they already operate daily

Port of Montreal: fire & safety training via 3D digital twin — eliminating physical exposure in hazardous environments

Seller Focus: Lead with shutdown efficiency and safety ROI. Quantify one unplanned outage or contractor coordination failure — compare to annual platform cost.
🟣

Digital Transformation Sponsor

VP Digital Transformation · CTO · Director IT/OT

Goals

  • Build a scalable, enterprise-grade data foundation
  • Eliminate data silos across engineering, ops, and IT
  • Demonstrate measurable ROI on digital initiatives
  • Rationalize the tool landscape, reduce vendor sprawl

Pain Points

  • Reality capture data siloed in incompatible tools
  • No single source of truth for facility data
  • Difficulty justifying DX investments to the C-suite
  • IT/OT integration complexity and security governance

How They Buy

  • Controls or strongly influences software budget
  • Needs clear business case and vendor financial credibility
  • Will require IT security review — SOC2 & GDPR matter
  • May run a formal RFP or structured vendor evaluation

What Resonates

Hardware-agnostic — works with any E57/LAS scanner already owned, zero hardware migration or rip-and-replace

NVIDIA Omniverse integration — Richard Kerris called it transformative at GTC 2023

Seller Focus: Lead with architecture and integration story. Bring SOC2 and GDPR credentials early. Reference Deutsche Bahn, Siemens Energy, or General Mills as digital maturity peers.
🟢

Economic Buyer / Executive Sponsor

VP Engineering · VP Operations · VP Manufacturing · COO

Goals

  • Reduce project risk and cost overruns on capital programs
  • Improve operational efficiency across all facilities
  • Support ESG, sustainability, and carbon reduction targets
  • Scale best practices across a multi-site portfolio

Pain Points

  • Capital projects over budget due to inaccurate as-builts
  • Can't standardize workflows across 20–100+ sites
  • Workforce safety accountability at remote facilities
  • Teams not working from a common operational picture

How They Buy

  • Rarely initiates — enters late in the sales cycle
  • Signs the contract; approves capital and software spend
  • Responds to business cases, peer references, risk narratives
  • Needs consensus from engineering and operations first

What Resonates

Amsted Rail — 40+ locations, 6 continents, 3.5M sq ft. Standardized their entire asset intelligence program on Prevu3D

35% reduced opex · 25% fewer planning errors · 70% more collaboration — headline outcomes in CFO language

Seller Focus: Never approach without a champion engaged first. Prepare a one-page executive brief with ROI headlines. Let them hear the case from their own engineers — not from a vendor.
Strategy · Section 2

Value Proposition

Core positioning, five value pillars, audience-specific messaging, and key competitive differentiators.

💬

Core Positioning — Use This Everywhere

"Prevu3D is the enterprise visual twin platform that turns your existing 3D scan data into a single source of truth — connecting engineering, operations, and maintenance so every team always works from the same reality."

Audience-Specific Messaging

For Engineering

"Stop engineering from outdated drawings. Prevu3D gives your team instant, accurate access to real-world as-built conditions — from anywhere, on any device."

For Operations

"Plan your next shutdown with confidence. Every asset, every measurement, every system of record — unified in one persistent visual environment your whole team can trust."

For IT / Digital Transformation

"One platform connecting your CAD, your ERP, and your reality capture data. Cloud-native, SOC2 Type II certified, hardware-agnostic — built to scale across your entire facility portfolio."

For the C-Suite

"Reduce capital project risk, cut engineering rework by up to 50%, and build a scalable data foundation across every facility — without replacing existing scanning hardware or enterprise systems."

The Five Value Pillars

01

Eliminate the As-Built Gap

The #1 source of cost overruns in industrial projects is outdated facility documentation. Hardware-agnostic: any E57/LAS scanner, any capture method. Validation happens before construction — not during it. Proof: Tetra Tech — 97% reduction in modeling time.

02

Accelerate Engineering Throughput

Native CAD/BIM plugins for Autodesk Revit, Inventor, Plant 3D, Bentley MicroStation, NVIDIA Omniverse, PlantStream, and Siemens NX. 50% less back-modeling time. Scan-to-CAD validation without leaving your desk.

03

Connect the Entire Facility Lifecycle

RealityTwin™ is the persistent shared source of truth. Native integrations: SAP, IBM Maximo, AVEVA PI, AWS SiteWise, and Siemens. Define an asset once. Use it everywhere, forever. Proof: Amsted Rail — 40+ locations, 6 continents standardized.

04

Reduce Risk, Travel & Carbon Footprint

Remote 3D access eliminates unnecessary site visits, reduces travel-related incidents, and lowers carbon emissions. ESG carbon reduction — a board-level metric increasingly mandated by investors and regulators. Proof: Port of Montreal — fire & safety training without physical site exposure.

05

Enterprise-Ready, Built to Scale

Cloud-native. SOC2 Type II. GDPR. CyberSecure Canada. Storage-based pricing (~$0.25/GB) with unlimited users. Pilots from $3K. $18.3M total funding from Cycle Capital, Brightspark, Desjardins, McRock, and FTQ. Multi-source scan fusion — update only what changed.

Key Competitive Differentiators

DifferentiatorWhat It Means in a Deal
Broadest CAD + ERP IntegrationNo competitor does both. Native CAD/BIM plugins AND enterprise ERP connectors (SAP, Maximo, AVEVA, Siemens) in a single product. Matterport, NavVis, VEERUM, and Cintoo each cover part of the stack — only Prevu3D covers the full stack.
Hardware-AgnosticWorks with any E57/LAS scanner the customer already owns. NavVis requires their VLX3 hardware — we have zero hardware lock-in. Critical when a customer has existing Leica, Trimble, or FARO investment they're not abandoning.
Proprietary Meshing EnginePoint cloud → navigable 3D mesh without manual modeling. This is what makes Tetra Tech's 97% reduction possible. Competitors require far more human processing time to achieve the same visual output quality at scale.
Maritime PositioningUnique in market. Norse Ship Management — no major competitor has meaningful maritime deployment. Greenfield competitive territory with no incumbent to displace.
Unlimited Users at Every TierNo per-seat friction. Hexagon charges per seat from $20/month. Prevu3D's storage-based pricing means rolling out to 500 users without a pricing conversation every time a site expands or headcount changes.
Strategy · Section 3

Sales Process

Six-stage pipeline with exit criteria and MEDDPICC qualification framework.

Pipeline Stages

Prospect
5%
Discover
15%
Qualify
30%
Pilot
50%
Propose
70%
Close
90%
5%Prospect

Required Actions

  • ICP fit confirmed against firmographic criteria
  • Buy signal trigger identified
  • Initial contact with named individual made
  • Account in CRM with source documented

Exit Criteria to Advance

  • First discovery meeting booked
  • Prospect expressed awareness of relevant pain
  • Not disqualified on any DQ criteria
15%Discover

Required Actions

  • 5-phase Customer 360° discovery completed
  • Business need and pain quantified (Areas 01–03)
  • Buying committee mapped — 2+ personas identified
  • Scanning hardware and enterprise systems documented

Exit Criteria to Advance

  • Pain is explicit and quantified — not assumed
  • Timeline for decision known
  • Champion identified and agreed to sponsor internally
  • Economic buyer name is known
30%Qualify

Required Actions

  • MEDDPICC scorecard completed — gaps identified
  • Technical demo delivered to champion
  • Competitor landscape confirmed — win strategy defined
  • Decision process and paper process mapped

Exit Criteria to Advance

  • Economic buyer introduced — even informally
  • Decision criteria known and we can win on them
  • Budget pathway confirmed
  • Champion actively selling internally
50%Pilot

Required Actions

  • Pilot scoped and priced — from $3K, one facility
  • Pilot success criteria agreed in writing
  • Kickoff includes economic buyer or delegate
  • Integration requirements confirmed

Exit Criteria to Advance

  • Pilot complete — success criteria met
  • Champion presented pilot results to economic buyer
  • Verbal commitment to proceed to full deployment
  • Multi-site expansion potential discussed
70%Propose

Required Actions

  • Formal proposal delivered directly to economic buyer
  • Business case built with their specific ROI numbers
  • Proposal reviewed live — never sent blind
  • Security review initiated — SOC2/GDPR docs provided

Exit Criteria to Advance

  • Proposal accepted verbally
  • Legal/procurement review initiated with named owner
  • No new stakeholders expected
  • Mutual close plan agreed with specific date
90%Close

Required Actions

  • Contract in legal review
  • Kickoff date on calendar
  • CS team briefed on account
  • Expansion plan documented for 90-day QBR

Close Won

  • Contract fully executed
  • First invoice issued
  • Kickoff meeting on calendar with CS team
  • Account transferred with full discovery notes

MEDDPICC — Qualification Scorecard

A deal without all eight elements answered is not qualified. It is a wish.

LetterElementDefinitionThe Question to Ask Yourself
MMetricsQuantified business impact in CFO language — specific numbers the economic buyer will present to their board.Do we have hard ROI numbers tied to their specific facilities and project types?
EEconomic BuyerThe person who can say yes and whose budget it is. Typically VP Engineering, VP Operations, or COO for Prevu3D deals.Have we met with them? Do they know about this evaluation and endorse it?
DDecision CriteriaWhat does the prospect use to evaluate and select? Integration capability, security, per-site cost, CAD plugins, vendor longevity.Do we know their formal and informal criteria — and can we win on both?
DDecision ProcessHow will the decision be made? Who is in the room, what approvals required, is there a procurement step or IT security review?Can we map every step between today and a signed contract? Who can block it?
PPaper ProcessLegal, procurement, and security reviews that happen after verbal agreement. SOC2 and GDPR docs should be ready before this stage.Who owns legal review? What is their standard vendor security assessment timeline?
IIdentify PainSpecific, explicit, quantified business pain. Tied to a named person — the champion feels this pain personally every day.Can we articulate the pain in their language, with their numbers, attached to a person who owns it?
CChampionInternal advocate with power and influence who sells for us when we're not in the room. Must have access to the economic buyer.Have we given them the tools and ROI story to sell internally on our behalf?
CCompetitionWho else are they evaluating? NavVis, VEERUM, Cintoo, Hexagon, Matterport, or do-nothing.Do we know who's in the deal and are we positioned against their specific weaknesses?

Customer Proof & Reference Stories

The right reference at the right moment is more powerful than any feature comparison. Know these stories cold.

97%
Modeling time reduction — Tetra Tech
35%
Reduced operational expenditure
50%
Less back-modeling time in Revit
70%
More cross-team collaboration
General Mills
Food & Beverage · Manufacturing
20+

Plants modernized using Prevu3D. Improved engineering workflows, operational efficiency, and plant-level digital transformation at scale across North America.

Use when: F&B or consumer goods prospect. Multi-plant engineering or ops lead. DX mandate at scale.
Amsted Rail
Heavy Manufacturing · Global
40+

Locations across 6 continents, 3.5M sq ft. Full digital twin transformation of traditional heavy manufacturing. Flagship multi-site enterprise deployment story.

Use when: Multi-site manufacturing economic buyer. C-suite or VP-level conversation. Scale objection on the table.
Tetra Tech
Engineering · AEC · EPC
97%

Reduction in modeling time on a complex water treatment retrofit. Remote validation enabled. Eliminated unnecessary site visits throughout the project lifecycle.

Use when: Engineering Champion conversation. AEC/EPC firm. Productivity and modeling time objection on the table.
Port of Montreal
Ports & Logistics · Safety Training
🏆

Fire & hazardous materials safety training delivered via immersive 3D digital twin — "gamifying our training efforts." Eliminated unnecessary physical exposure in hazardous environments.

Use when: Operations or safety lead. Remote access / site exposure risk is a pain. Safety ROI conversation.
Deutsche Bahn
Transportation & Infrastructure · DACH
🚄

Enterprise infrastructure asset management at one of Europe's largest rail operators. SOC2 and GDPR compliance built in from day one. German-market validation for DACH expansion.

Use when: IT/DX sponsor conversation. DACH region prospect. Security or compliance concern on the table.
Norse Ship Management
Maritime · Ship Management

Ship-board asset management in a sector where no major competitor has meaningful deployment. Unique maritime positioning — greenfield competitive territory with no incumbent to displace.

Use when: Maritime, offshore, or remote asset management conversation. No-competitor angle to play.

Which Story to Use When

Match the reference to the persona, vertical, and situation in front of you. The wrong reference customer can hurt you — a food & beverage engineer doesn't need a maritime story.

Prospect SituationLead WithHeadline to UseWhat It Proves
Food & beverage manufacturer, engineering or ops leadGeneral Mills"20+ plants running on Prevu3D. Improved engineering throughput and modernized plant ops without replacing existing scanning equipment."Platform works at scale in their exact vertical. No rip-and-replace.
Multi-site heavy manufacturing, C-suite or VP economic buyerAmsted Rail"40 locations, 6 continents, 3.5M sq ft. They standardized their entire asset intelligence program on Prevu3D — ask us for the full case study."Platform scales globally. Enterprise-grade. This is what full deployment looks like.
AEC / EPC firm, engineering champion, modeling time painTetra Tech"97% reduction in modeling time on a complex water treatment retrofit. Remote validation eliminated unnecessary site visits throughout."Direct productivity proof. Peer validation from a respected EPC firm they know.
Operations or maintenance lead, safety or shutdown painPort of Montreal"Fire & hazardous materials training in a 3D digital twin — zero physical site exposure for emergency response teams. The Deputy Harbour Master called it transformative."Safety ROI is real and documented. Remote access eliminates unnecessary exposure.
IT or DX sponsor, DACH region, security or compliance concernDeutsche Bahn"Enterprise infrastructure asset management at one of Europe's largest rail operators. SOC2, GDPR, and CyberSecure Canada built in from day one."Vendor is credible at enterprise scale in Europe. Security posture is real.
Maritime, offshore, or remote asset management prospectNorse Ship Management"Ship-board asset management in a sector where no major competitor has a meaningful footprint. We're building this vertical from a position of strength."No incumbent to displace. Greenfield territory — we're the category leader here.
Oil & gas, upstream or midstream, shutdown planning focusAmsted Rail + Norse Ship Mgmt"Deployed across complex industrial environments where remote access and shutdown coordination are critical — from manufacturing floors to ship management."Industrial credibility at scale. Cross-vertical proof of operational depth.
Dairy, protein, or food processing — Agropur, Olymel, SaputoGeneral Mills + peer reference"Deployed across major North American food production facilities — built for food-grade environments with strict compliance and remote access requirements."Vertical fit is direct. Compliance posture understood. No education required.
Prospect raising scale objection — "need to see it work at scale first"Amsted Rail"Amsted Rail started with a single facility before rolling out to 40 locations across 6 continents. General Mills started with one plant and now runs 20+. Every major deployment we have started as a pilot."Pilot-to-scale motion is proven. The objection is addressed with peer evidence, not a promise.
Prospect raising startup risk / vendor longevity concernGeneral Mills + Deutsche Bahn"General Mills doesn't standardize 20+ plants on a platform they don't trust to be around. Deutsche Bahn has legal and procurement teams that run extensive vendor financial reviews. These aren't casual software decisions."Enterprise customers with serious procurement processes have validated us. Longevity concern addressed through customer credibility.
Champion trying to sell internally to economic buyerWhichever matches EB's verticalProvide the champion with a one-page summary using the reference customer most relevant to the economic buyer's world — in their language, not engineering language.Champion has the right ammunition for the internal conversation. You're selling through them, not past them.
Execution · Discovery

Customer 360° Discovery Framework

Five phases, eleven areas. These aren't a checklist — they follow a logical discovery arc. Sequence builds trust. Sequence builds trust. Sequence builds trust.

The Core Problem

Most reps jump to demo mode before truly understanding what success looks like for the customer. Without a 360° view, you're selling a product — not a solution to a real business problem.

The Strategy

These 11 areas follow a logical discovery arc: establish pain → quantify urgency → validate organizational buy-in → confirm investability. Each phase earns you the right to ask deeper questions.

Why Order Matters

Asking about budget before understanding pain makes you sound transactional. Asking about executive sponsors before confirming strategic fit wastes everyone's time. Sequence builds trust.

Phase 1 · Areas 01–03

Establish the Pain & Desired Outcome

01 — Business Need
"What is the customer looking for? What are they trying to achieve?"

Start here. You cannot qualify, position, or close anything until you understand the fundamental problem they're trying to solve. At Prevu3D, this means understanding what's broken or missing in how they currently capture, manage, or use their physical environment data.

What's driving the conversation today — is there a specific project, event, or initiative that brought this to the surface? Walk me through what your current process looks like when your engineering team needs accurate as-built information on a facility. How are you currently capturing and sharing 3D scan data across your engineering and operations teams? What happens when a contractor or remote engineer needs to validate site conditions and can't get there physically?
02 — Future Gain
"How is this different from what they are doing today?"

The "before and after" picture. This surfaces the gap between their current reality and desired future state — which is where your value lives. A Digital Twin isn't interesting in the abstract; it's compelling when you can articulate exactly how it transforms their current workflow. This also helps you tailor your demo narrative precisely.

If you solved this problem completely, what would that change for your team in the next 12 months? What does a "great outcome" look like — what would you be able to do that you can't do today? How many plants or facilities would this affect if you rolled it out at scale? Who else in the organization would benefit from having this problem solved?
03 — Why Is That Important?
"How is this measured in real business terms?"

Forces financial grounding. Vague pain doesn't get budget approved. When a champion says "we need this," your job is to help them articulate it in the language of the CFO or CEO. Map every answer to one of these five categories:

Revenue generated Cost saved Labour reduction Time saved New outputs
What's the cost of a single rework event discovered during construction — in time and dollars? How many unnecessary site visits does your team make per month? What's the fully-loaded cost of each one? When a shutdown goes wrong due to a planning error, what does that cost per day of lost production? Has your team ever had to stop a capital project because as-built conditions didn't match the drawings? What happened?
💡 When they give you a number, read it back immediately: "So you're saying 8 site visits a month at roughly $2,500 each — that's about $240K a year just in travel and coordination." Hearing their own numbers reflected back is often the first moment the problem feels real enough to solve.
▼   Pain Is Real — Now Quantify It
Phase 2 · Areas 04–05

Quantify the Value & Urgency

04 — Timeline
"What is the timeline that this is needed by?"

Separates real deals from exploration. A project with no deadline has no urgency, and no urgency means no close. Timeline also tells you how to resource the deal — fast timelines need executive alignment early.

Is there a capital project, shutdown, or initiative with a fixed date creating urgency to solve this now? If you were going to move forward, when would you realistically need it operational? What's your internal procurement and approval cycle — how long does a decision like this typically take? Are there competing priorities that might push this decision out — what would cause it to slip?
05 — Business Impact
"What happens if this timeline is missed?"

The cost of inaction. This is often the single most powerful question in the cycle. If missing the deadline has no real consequence, urgency is manufactured. Real consequences create real motion.

Financial fines Regulatory risk Project delay Added overhead
If you don't solve this in the next 6 months, what happens? Is there an event that makes that unacceptable? What's the cost of the status quo — not the solution, but continuing to work the way you work today? Has leadership put a number on this — an efficiency target, cost reduction goal, or safety metric you're being measured against? How long has this been a known problem internally? What has prevented it from being solved before now?
💡 If they can't name a real consequence for missing the deadline, urgency is manufactured — not real. Real consequences create real motion. Manufactured urgency creates stalled deals.
▼   Urgency Confirmed — Now Validate Org-Level Support
Phase 3 · Areas 06–07

Validate Organizational Alignment

06 — Strategic Initiative
"Is there a bigger strategic goal this project fits into?"

Connect the project to the company's north star. Projects that are isolated are fragile — they can be cut when budgets tighten. Projects that are expressions of a broader strategic initiative (digital transformation, operational efficiency, carbon targets, asset intelligence) are protected. This also tells you the right executive language to use.

Is this connected to a broader digital transformation or operational efficiency initiative — or is this being driven from engineering/operations independently? How does this fit into the company's 2025–2026 capital or technology investment priorities? Is there a formal program or budget owner for digital infrastructure or Industry 4.0 at your company? Are other facilities or regions looking at this same problem, or is this isolated to your team today?
07 — Executive Commitment
"Is there a senior executive who is active and cares if this succeeds?"

The single biggest predictor of deal close. Enterprise deals die when the champion is isolated. An engaged senior executive means the project has air cover, budget influence, and cross-functional authority. Without this, even perfect deals stall. Strategic Initiative comes first — once you know the strategic goal, you can more naturally ask who in leadership is driving it.

Named executive Meeting cadence Publicly stated ownership
Who else, beyond yourself, is involved in evaluating and selecting a solution like this? Who ultimately signs off on a decision at this investment level — have they been part of this conversation yet? Is your VP or C-suite aware this evaluation is happening? Do they endorse the priority level? Would it be useful to include your VP of Engineering or Operations in a future conversation so we're all aligned early?
💡 Never approach the economic buyer without a champion already engaged. If your champion can't get you to the executive, you don't have a champion — you have a contact.
▼   Org Aligned — Now Map the Ecosystem
Phase 4 · Area 08

Map the Buying Ecosystem

08 — Strategic Partner
"Is there an SI or consulting partner involved? How long?"

Partners can make or break a deal. A long-tenured SI has deep influence — they may already have a preferred vendor. A newly engaged consultant may be evaluating impartially. Understanding this shapes your co-sell strategy: you either need to align the partner as an ally or build a counter-narrative directly with the buyer.

Partner tenure Influence level Vendor preferences
Is there an SI, consulting firm, or technology partner involved in your scanning or digital transformation work? (Tetra Tech, NTT DATA, Kinetic Vision, SDMM, PrecisionPoint?) How long have they been working with you — and how involved are they in the vendor evaluation? Do they have a preferred vendor or platform they typically recommend? Which enterprise systems do your engineering and maintenance teams use daily — SAP, IBM Maximo, AVEVA, Siemens? What 3D scanning hardware do you currently have deployed — Leica, Trimble, FARO, or others?
💡 If a long-tenured SI is already on the account and has a preferred vendor, you need to find and activate your own champion inside the buyer organization — someone who can push back on the SI's recommendation. A champion without air cover against a SI recommendation is not enough.
▼   Everything Validated — Now Confirm Investability
Phase 5 · Areas 09–11

Confirm Investability

09 — Priority
"Is this a Top 3 project in the company right now?"

Capacity and competition for internal resources. A project that isn't top-of-mind for leadership will lose its champion's time, lose budget battles, and lose implementation bandwidth. Knowing where it ranks tells you exactly how hard you need to work to elevate its priority — or whether to walk away.

Out of everything your team is working on right now, where does solving this rank in your top three priorities? If this isn't in your top three, what would need to change for it to get there? What is your leadership team most focused on this quarter — and how does this connect to that?
10 — Business Case
"Have they done an internal business case? What are the key justifications?"

Have they already done your job for you? An existing business case means the organization has already justified investment — you now need to win the evaluation, not justify the category. No business case means your champion may need help building one, and you should offer to be a co-author. This directly informs your value-selling motion.

ROI model built Internal sponsor authored Measurement KPIs defined
Have you done any internal analysis or business case for solving this problem? What were the key justifications? Do you have a sense of what ROI would need to look like to justify this investment internally? Would it be useful if we built the business case together — using the ROI numbers from your specific facilities and project types? I can be a co-author with your champion.
💡 If they already have a business case, ask to see it. If the category is already justified and they're in evaluation mode, your job is entirely different — you're winning an evaluation, not building a case for the category.
11 — Budget
"Is budget approved, or what's still needed to get there?"

Last — not because it's least important, but because it's most sensitive. Asking about budget before establishing value makes you look like a vendor. Asking it here — after you've mapped the pain, the strategy, the executive, the business case — positions you as a strategic partner. Now, "what's the budget?" is a natural next step, not a qualifying trap.

Already approved Pending approval Budget cycle timing
Is there an existing budget allocated for this type of initiative, or would this require a new budget request through procurement? Is this something that could come out of operational discretionary spend, or does it need to go through a capital budget process? Our pilots start at $3K for a single facility — which typically falls under operational discretionary spend and doesn't require a capital budget approval. Would it make sense to start there and build the internal business case for the broader rollout?
360
The Full Picture — What "Customer 360°" Really Means

A complete discovery means you can tell the customer's story better than they can — the operational pain, the financial stakes, the strategic context, the organizational dynamics, and the investment readiness.

The sequence isn't arbitrary — it mirrors how trust is built. Each phase earns you the right to ask deeper questions. By the time you reach budget, you've demonstrated enough understanding of their world that the conversation feels collaborative, not transactional.

This is how you sell a Digital Twin — not as a product, but as a strategic infrastructure decision. When your champion brings you into an executive meeting, you're not presenting a product. You're presenting a mirror. That's when enterprise deals close.

Execution · Call Scripts

Call Scripts

Every call type, every persona. Read these until you don't need them — then use the frameworks, not the words.

📌

Three Rules for Every Call

1. Always get a next step with a specific date before you hang up — "I'll follow up" is not a next step.  ·  2. Talk less than the prospect — if you're talking more than 40% of the time, you're pitching, not discovering.  ·  3. Always end with a referral ask if they say no.

Cold Calls

30 seconds to earn 2 minutes. Lead with their world, not your product. Always end with a yes, no, or referral.

🔵 Engineering Champion

The As-Built Gap Opener

Hi [Name], this is [Your Name] from Prevu3D — I know this is out of the blue, I'll be quick. We work with plant and process engineers at companies like General Mills and Tetra Tech to eliminate the gap between what the drawings say and what the facility actually looks like — so their teams stop losing days to site visits and rework they could have caught in the model. Does that sound like something your team runs into? [YES] Great — I'd love to grab 20 minutes to show you how Tetra Tech cut their modeling time by 97% on a complex retrofit. Are you free [Day] or [Day] this week? [NO] Completely fair. Who on your team is closest to the engineering documentation and as-built accuracy side of things?
💡 "Does that sound like something your team runs into?" gets a yes or a no. Both are useful. Never ask "Is this a good time?" — it hands them an easy out before you've said anything.
🟠 Operations & Maintenance Lead

The Shutdown Planning Opener

Hi [Name], this is [Your Name] from Prevu3D — quick call, I'll keep it short. We help operations and maintenance teams plan shutdowns and turnarounds from accurate, up-to-date 3D facility data — so your contractors arrive with full context and you're not discovering coordination problems after the outage has already started. Is shutdown planning or contractor coordination something your team is actively working on right now? [YES] Perfect timing. Can we grab 20 minutes this week — I'd love to show you how Port of Montreal used this to eliminate unnecessary physical exposure during emergency response training. How does [Day] work? [NOT RIGHT NOW] Totally understand. When is your next major shutdown or turnaround cycle? I'd love to connect before that starts — it makes a much bigger difference before the planning locks in.
🟣 Digital Transformation Sponsor

The Data Silo Opener

Hi [Name], this is [Your Name] from Prevu3D — I know you're busy, I'll be brief. We work with digital transformation leaders at industrial companies to solve a specific problem: their engineering teams, operations teams, and IT systems all have pieces of facility data, but nobody's working from the same picture. Is that kind of IT/OT data fragmentation something you're trying to solve right now? [YES] That's exactly what we built for. Can we grab 20 minutes? I'd love to walk you through how Deutsche Bahn and General Mills connected their 3D facility data directly into SAP and Maximo. How does [Day] look? [NO] Fair enough. What is the data integration priority your team is most focused on right now?
💡 DX sponsors get pitched constantly. Lead with a specific problem, not a product name. "Prevu3D" means nothing to them yet — the problem does.
🏗️ Capital Project Trigger

The Project Timing Opener

Hi [Name], this is [Your Name] from Prevu3D — I saw the announcement on [project name] and wanted to reach out quickly. Brownfield projects at this scale live or die on as-built accuracy in the first few months. Most engineering teams discover the gap between the drawings and reality during construction — when it's already too late and too expensive. Is that a risk you're managing on this project right now? [YES] That's exactly what we help with. We have a pilot program that gets a single facility scanned and validated in your workflow in a matter of weeks — starting at $3K. Worth 20 minutes?

Discovery Call Framework

30–45 minutes. You talk 35%, they talk 65%.

Minutes 0–3

Open — Set the Agenda and Earn Permission

"[Name], thanks so much for making the time. Here's what I'd like to do with our time today: I want to spend the first part understanding what's happening in your world — the projects you're working on, the problems you're trying to solve — so I can be useful rather than just pitching you something. Then if it makes sense, I'll share how we've helped teams at [relevant company] with a similar situation, and we can figure out together if there's something worth exploring. Does that work for you? And before I start — is there anything specific you wanted to make sure we cover today?"
💡 "Does that work for you?" gets a verbal yes — they've agreed to the agenda. "Anything you want to cover?" surprises them and surfaces hidden agenda items early.
Minutes 3–20

Discover — Pain, Urgency, and Numbers

Start broad, go specific. Use silence. Never interrupt.

OPENING QUESTION (pick one based on context): "Tell me about what's driving the conversation today." "Walk me through a typical week for your engineering team when they need as-built information." "What's the biggest operational challenge you're trying to solve heading into [Q3 / next year / the upcoming project]?" FOLLOW THE PAIN — THEN QUANTIFY: "How often does that happen?" "What does that cost you when it does — in time, in dollars, in schedule?" "Has that ever caused a project to stop or go back to redesign? What happened?" "If I could wave a magic wand and that problem didn't exist — what would be different?" URGENCY PROBES: "Is there a specific project or deadline making this more urgent right now?" "What happens if this doesn't get solved in the next 6 months?" ORG MAPPING: "Beyond yourself, who else is affected by this?" "Who would need to be involved in a decision to solve it?" "Does your VP have visibility into this problem?"
💡 When they give you a number, read it back. "So you're saying 8 site visits a month at roughly $2,500 each — that's about $240K a year." Hearing their own numbers reflected back is often the first moment the problem feels real enough to solve.
Minutes 30–40

Qualify and Close on Next Step

BUDGET (ask last): "Is there an existing budget for something like this, or would this be a new request?" [If no budget:] "Our pilots start at $3K for a single facility — which typically falls under operational discretionary spend. Would it make sense to start there and build the business case for the broader rollout?" DECISION PROCESS: "If this ends up being something worth pursuing — how would a decision like this typically get made at [Company]? Who else needs to be involved?" CLOSE ON NEXT STEP: "Here's what I'd suggest: let me propose a specific next step — either a demo of the platform with your engineering team, or a scoping conversation for a pilot on [specific facility]. Which of those makes more sense for where you are right now?"
💡 Never leave a discovery call without a next meeting on the calendar. "I'll send you some information" is not a next step.

Follow-Up & Re-Engagement Calls

7–10 Days Post Discovery

The Stakeholder Access Call

"Hi [Name] — following up from our call last week. I've been thinking about what you shared around [specific pain] and wanted to check in on two things quickly. First — did you get a chance to mention this internally? The teams that move fastest are the ones who loop in [VP Engineering / Operations] early, before they've had to run a full formal evaluation. Second — who else might need to be part of this conversation? Is there anyone on the [operations / engineering / IT] side I should be talking to before we get any further?"
💡 The goal of this call is not to pitch. It is to get access to the next stakeholder. If you find yourself pitching, stop and ask a question instead.
Deal Gone Quiet — 3+ Weeks

The Pattern Interrupt Re-Engagement

"Hi [Name] — I'm going to be honest with you: I've followed up a couple of times and haven't heard back, which usually means one of three things: the timing isn't right, something more urgent came up, or I said something that missed the mark. Whichever it is — I'd genuinely appreciate a 2-minute call just to understand where things stand. Not to pitch — just to know if this is worth pursuing or if I should move on. Are you available for a quick call [day]?"
💡 Giving them an easy out — "just tell me to move on" — often produces the opposite response. They re-engage because you didn't pressure them.
Post-Demo — No Decision

The Stuck Deal Unstick Call

"Hi [Name] — following up on our demo from [X weeks ago]. I want to ask you a direct question: what would need to be true for this to move forward? [Listen.] Is it a budget thing, a timing thing, or is there someone else internally who hasn't been brought in yet?"
💡 "What would need to be true for this to move forward?" is the single most useful question in enterprise sales. It forces the prospect to tell you exactly what the blocker is.

Closing Calls

The Ask

Closing for the Pilot or Full Commitment

CLOSING FOR THE PILOT: "Based on everything we've discussed — the [specific pain], the [ROI number], and the timeline around [their upcoming event] — I'd like to recommend we move forward with the pilot on [specific facility]. The investment is $3K. Can we confirm that and get a kickoff date on the calendar?" CLOSING FOR FULL COMMITMENT: "We've been through the discovery, the demo, and the pilot. You've seen it work in your environment. The ROI we built together shows a payback period of [X months]. I'd like to ask for your business. Can we move forward?" HANDLING "I NEED MORE TIME": "I understand. Help me understand what specifically you need more time to work through — is it the budget approval process, the legal review, or getting alignment with [specific person]? If I know the specific step, I can help move it faster."
💡 After you ask "Can we move forward?" — stop talking. The next person to speak loses. This is the one moment in enterprise sales where silence works in your favour.
Execution · Voicemail Scripts

Voicemail Scripts

Under 30 seconds. One specific hook. Always include a callback number and a reason to call back.

📌

The Rule

Always send the email immediately after leaving the voicemail. Reference it in the subject line: "Just left you a voicemail — [one-line hook]". Voicemail + email within 5 minutes gets 3× the response rate of either alone.

Engineering Champion

The Modeling Time Hook

Hi [Name], this is [Your Name] from Prevu3D — [phone number]. I work with plant and process engineers helping them cut the time they spend on as-built documentation and Revit back-modeling — one of our customers, Tetra Tech, cut their modeling time by 97% on a complex retrofit. If that's relevant to what you're working on, I'd love 20 minutes. Again it's [phone number] — or feel free to reply to the email I'll send right after this. Thanks, [Name].
Operations Lead

The Shutdown Hook

Hi [Name], this is [Your Name] from Prevu3D — [phone number]. We help operations and maintenance teams plan shutdowns from accurate 3D facility data — so your contractors have full context before they arrive and you're not discovering problems after the outage has already started. If that's relevant to your next shutdown cycle, I'd love 20 minutes. I'll send you an email as well — but you can reach me at [phone number]. Thanks.
DX Sponsor / IT

The Integration Hook

Hi [Name], this is [Your Name] from Prevu3D — [phone number]. We connect 3D digital twin data directly to SAP, IBM Maximo, AVEVA, and your CAD tools — so your engineering and operations teams work from the same visual source of truth rather than three different systems. Deutsche Bahn and General Mills both use us for this. If that sounds relevant, I'd love 20 minutes. [Phone number] — or I'll follow up by email. Thanks.
Post-Demo Re-Engagement

The Re-Engagement Voicemail

Hi [Name], it's [Your Name] from Prevu3D — [phone number]. Following up from our demo a couple weeks ago. I've been thinking about the [specific pain they mentioned] and wanted to share something relevant — I'll include it in the email I'm sending now. More importantly, I wanted to check on next steps. If it makes sense to loop in [VP Engineering / your operations lead] for a follow-up conversation, I'm happy to make that easy. [Phone number]. Talk soon.
💡 Mention a specific thing from their discovery call. Generic re-engagement voicemails get ignored. Specific ones get returned.
Execution · LinkedIn Scripts

LinkedIn Scripts

Connection requests, DMs, and InMails. Under 5 lines. One specific reason for reaching out. One ask.

Connection Request

Engineering Champion

Hi [Name] — I work with plant and process engineers at companies like General Mills and Tetra Tech helping them eliminate the as-built gap. I think there might be some relevance to what you're working on at [Company]. Happy to connect.
💡 Connection notes are capped at 200 characters on mobile. Keep it tight — one specific hook, no pitch.
Connection Request

Operations / Maintenance Lead

Hi [Name] — I work with operations and maintenance teams at industrial companies to help them plan shutdowns from accurate 3D facility data. Thought it might be worth connecting — happy to share what we've seen work.
First DM After Connection

Soft Opener

Hi [Name] — thanks for connecting. I'll keep this brief. We help engineering and operations teams at companies like General Mills and Amsted Rail turn their existing 3D scan data into a persistent digital twin that connects directly to their CAD tools and ERP systems. Would a 20-minute call make sense to see if there's any fit at [Company]?
💡 Don't pitch in the connection acceptance. Wait one day, then send this DM. It feels far less like spam.
InMail — Capital Project Trigger

Cold Outreach

Subject: [Company] [Project Name] — as-built accuracy Hi [Name], Saw the announcement on [project / retrofit]. Brownfield projects live or die on as-built accuracy — and most engineering teams spend the first months discovering what the drawings got wrong. Tetra Tech cut their modeling time by 97% on a similar retrofit using Prevu3D. Happy to share the case study or grab 20 minutes if it's relevant. [Your Name]
Post-Webinar / Event DM

Warm Outreach

Hi [Name] — saw you at [event / webinar]. The session on [relevant topic] was excellent. I work at Prevu3D — we help industrial companies connect 3D digital twin data to CAD and ERP workflows. We've worked with General Mills, Amsted Rail, and Tetra Tech on exactly this. Would love to grab 20 minutes to see if there's any overlap with what you're working on.
Referral Ask

When the Prospect Goes Cold

Hi [Name] — I won't keep following up, but before I close the loop I wanted to ask: is there someone else at [Company] who might be a better person for this conversation — perhaps on the [engineering / operations / DX] side? If so, I'd really appreciate the introduction. Either way, happy to reconnect whenever the timing is better.
💡 The referral ask is the most underused LinkedIn tactic. Even cold prospects who never replied will often point you to the right person if you ask directly and respectfully.
Execution · Email Scripts

Email Scripts

Four outbound sequences for different triggers. Lead with their pain. Ask for one specific thing. Always a next step.

Sequence 1 — Capital Project Trigger (4-Touch · 14 Days)

Day 1

First Touch — Lead with the project

Subject: [Company] [Project Name] — eliminating the as-built gap

Hi [First Name], Saw the announcement on [project/retrofit/expansion]. Brownfield projects live or die on the accuracy of as-built documentation — most engineering teams spend the first months discovering what the drawings got wrong. We work with General Mills, Amsted Rail, and Tetra Tech to give their engineering teams instant access to accurate 3D facility data — connected directly to Revit, Plant 3D, and Maximo so the whole team is working from the same reality. Would a 20-minute call make sense before [project] gets too far in? [Your name]
Day 4

Second Touch — The cost of rework

Subject: The cost of discovering this during construction

Hi [First Name], Quick question: what does it cost your team when a clash or as-built discrepancy is discovered during construction rather than before it? For most industrial projects, one rework event runs $50K–$500K+ in lost time and schedule slip. We help engineering teams validate site conditions before construction begins — so they catch it in the model, not on-site. Our pilots start at $3K for a single facility. Worth a 20-minute call? [Your name]
💡 The cost question is designed to get a reply even if they don't book — any answer tells you something valuable about the deal.
Day 9

Third Touch — Peer proof

Subject: How Tetra Tech handled this

Hi [First Name], Tetra Tech was working on a complex water treatment retrofit — same challenge you're likely facing. They used Prevu3D to capture the facility in 3D and connect it directly to their Revit workflow. Result: 97% reduction in modeling time. Remote validation without repeated site visits. Happy to send the case study — or jump on a call to walk through how the workflow applies to [Company]. [Your name]
Day 14

Breakup

Subject: Closing the loop on [Company]

Hi [First Name], Haven't heard back — completely understand if the timing isn't right. I'll stop following up, but wanted to leave you with one question: if the as-built accuracy issue comes back during [project], is there a better person on your team I should be talking to? Happy to resurface whenever it makes sense. [Your name]
💡 The referral ask at the end often generates a name even when the direct prospect never engaged.

Sequence 2 — Shutdown Planning Trigger (3-Touch · 10 Days)

Day 1

First Touch

Subject: Before your next shutdown — [Company]

Hi [First Name], Most plant shutdowns are planned from incomplete or outdated documentation — and the coordination failures that follow show up as schedule overruns and unexpected costs. We work with operations and maintenance teams to give everyone — internal staff, contractors, remote engineers — access to the same accurate 3D picture of the facility before the wrench goes on anything. Is your next shutdown something we could help you prepare for? [Your name]
Day 5

Second Touch — Safety angle

Subject: Contractor coordination failures during shutdowns

Hi [First Name], When contractors arrive on-site without accurate spatial context, the first hours of a shutdown can disappear in orientations and remeasuring. And when safety-critical areas are involved, every unnecessary hour of personnel exposure is a risk. Prevu3D gives your contractors a 3D walkthrough of the facility before they arrive. Port of Montreal used this for fire and hazardous materials training — eliminating unnecessary physical exposure entirely. Worth 20 minutes before your next outage? [Your name]
Day 10

Breakup

Subject: Last note from Prevu3D

Hi [First Name], Last note from me. If shutdown planning isn't the right conversation right now, no problem. And if there's someone else on your team closer to operations planning, I'd genuinely appreciate the introduction. [Your name]

Sequence 3 — ERP Implementation Trigger (3-Touch · 12 Days)

Day 1

First Touch — ERP integration window

Subject: While you're building out [SAP / Maximo / AVEVA]

Hi [First Name], Teams implementing [SAP / IBM Maximo / AVEVA] often discover the same gap once the system is live: asset records exist in the ERP, but there's no visual, spatial layer connecting those records to what the facility actually looks like on the ground. Prevu3D connects directly to [SAP / Maximo / AVEVA] — so every asset in the ERP can be accessed through an accurate 3D model of the facility. General Mills, Amsted Rail, and Norse Ship Management all integrated Prevu3D during active ERP programs. Would 20 minutes be useful before your go-live? [Your name]
💡 The best window to land this integration conversation is while the ERP is still being configured — not after go-live when change management appetite is gone.
Day 6

Second Touch

Subject: The gap most [SAP / Maximo] implementations leave

Hi [First Name], Most ERP implementations create excellent asset records — but the team in the field still has to walk the plant to understand what those records correspond to physically. The ERP knows what the asset is. The team needs to know where it is, what it looks like, and what's around it. That's the gap Prevu3D fills: a 3D visual layer that sits on top of your ERP asset data and makes it spatially navigable. Worth a look before your go-live? [Your name]
Day 12

Breakup

Subject: Last note on the [SAP / Maximo] integration

Hi [First Name], Closing the loop. If there's a better contact on the implementation team, I'd appreciate the introduction. [Your name]

Sequence 4 — Cold Outbound Engineering Champion (4-Touch · 18 Days)

Day 1

First Touch

Subject: How much of your week is spent on things that should already be documented?

Hi [First Name], Most plant and process engineers I talk to spend a surprising portion of their week remeasuring, revisiting, and reconciling what the drawings say versus what the facility actually looks like. Prevu3D gives engineering teams instant access to accurate 3D as-built data from anywhere — connected directly to Revit, Plant 3D, and MicroStation so you can validate designs without setting foot on-site. Tetra Tech cut their modeling time by 97%. General Mills runs 20+ plants on it. Worth 20 minutes? [Your name]
Day 10

Third Touch — ROI hook

Subject: 50% less back-modeling in Revit

Hi [First Name], One number I keep hearing from engineering teams using Prevu3D: 50% reduction in Revit back-modeling time using our RealityConnect™ plugin. If your team does any meaningful scan-to-Revit work, it might be worth 20 minutes to see the workflow. [Your name]
Day 18

Breakup

Subject: Last one from me

Hi [First Name], Final note — I'll leave you alone after this. If you ever find yourself losing hours to site visits, rework, or reconciling drawings with reality — that's when we can help. And if there's someone on your team dealing with this more directly, I'd appreciate the name. [Your name]
Execution · Objections

Objection Handling

Every objection you will hear — with a full response. Acknowledge → Clarify → Respond → Confirm.

📌

The Framework — Every Time

1. Acknowledge — show you heard them without agreeing or disagreeing.  ·  2. Clarify — ask one question to understand what's really behind the objection. The stated objection is rarely the real one.  ·  3. Respond — address the real objection, not the surface one.  ·  4. Confirm — "Does that address the concern?" Always close the loop.

Budget"We don't have budget for this right now."

What it usually really means: Budget exists but isn't allocated to this. The value hasn't been made clear enough to justify creating budget. Or — genuine timing mismatch with the budget cycle.

Clarify first: "When you say there's no budget — is this a timing issue where budget opens in Q3, or is it that this initiative hasn't made it into the current planning cycle yet? I ask because those are pretty different situations."

If it's timing: "That's completely fair. Let's use the time between now and the next budget cycle to build the business case together — so when the cycle opens, you're not starting from scratch. Would that be useful?"

If it's not a priority yet: "Our pilots start at $3K for a single facility — which for most companies comes out of operational discretionary spend rather than requiring a capital budget request. Would it make sense to start there and use the pilot results to make the case for the broader program?"

The cost of the platform is a fraction of what one failed shutdown or one rework event costs. Before accepting "no budget," help them calculate the cost of the status quo. Most "no budget" objections disappear when the prospect realizes the ROI math.
Timing"This isn't the right time — we have other priorities."

What it usually really means: This isn't in their top three priorities. Or — the person you're talking to doesn't have enough internal pull to move this forward.

Clarify first: "That makes total sense. What are the top two or three things your team is most focused on right now?"

Listen for adjacent priorities. If they mention a capital project, shutdown, ERP rollout, or safety initiative — connect Prevu3D directly: "Actually that's exactly where we fit. The retrofit you mentioned — that's where not having accurate 3D facility data creates the most risk. This isn't a separate project from that — it's the data foundation that makes that project go better."

Timing objections are priority objections. Your job is to either connect Prevu3D to something already in their top three, or get a specific date to re-engage. "We'll follow up later" without a date is a deal you'll never close.
Competitor"We're also looking at NavVis / Matterport / Cintoo / Hexagon."

Never disparage the competitor. Ask what's driving the interest in that specific vendor first — the answer tells you exactly how to differentiate.

vs. NavVis: "NavVis is solid for factory floor visualization. The challenge is they require their proprietary VLX3 hardware. If you have existing Leica, FARO, or Trimble scanners, moving to NavVis means replacing hardware you've already invested in. We work with any E57/LAS data from any scanner you already own. And NavVis doesn't have native ERP integrations into SAP or Maximo."

vs. Matterport: "Matterport was built for real estate. After the CoStar acquisition their industrial roadmap is unclear. They don't have native CAD/BIM plugins, they don't integrate with SAP or IBM Maximo, and there's no asset tagging layer for industrial operations."

vs. Cintoo: "Cintoo is our most direct competitor — their TurboMesh processing is genuinely good. The difference is operational depth. Cintoo doesn't have native SAP, Maximo, or AVEVA connectors, and their CAD plugin ecosystem is narrower. They have a P&ID editor that we're building toward in RealityPlan™ — I'll be honest about that gap. But if the priority is connecting your digital twin to your enterprise systems and CAD tools, we're significantly deeper."

vs. Hexagon: "Hexagon is a fantastic survey-grade tool. Their challenge is they're hardware-centric — the ecosystem is built around selling Leica scanners. They use per-seat licensing which gets expensive fast at scale, and they don't have an operational asset management layer or ERP integration capability."

The right question: "What's the most important thing you need this platform to do — engineering CAD integration, operational asset management, or both?" That one question separates Prevu3D clearly from every competitor.
Build vs Buy"We're thinking about building this ourselves."

Clarify first: "I completely understand. Can you walk me through what the build would look like? What tools would you use, and who would own the integration maintenance?"

The questions that surface the real cost: "What's your internal timeline to get this built and operational?" / "When your ERP updates — and SAP updates regularly — who rebuilds the integration?" / "What's the cost of your engineering team's time while they're building this instead of running projects?"

The reality: "Customers who tried to build this internally before coming to us typically spent 12 to 18 months and significant engineering time before the project was abandoned. The proprietary meshing engine alone is the result of 7 years of development. We can have you operational on a single facility in weeks, not months."

The real question: do you want to be in the software business, or the manufacturing business? The meshing engine, the CAD plugin ecosystem, and the ERP integrations represent years of engineering investment. Your team's time has a higher-value use.
Security / IT"Our IT team has concerns about cloud-based access to our facility data."

Never minimize this objection. Security concerns are legitimate for critical infrastructure. Get IT involved as a partner early — not a blocker to get past.

What to provide immediately: SOC2 Type II certification · GDPR compliance overview · CyberSecure Canada certification · Security architecture overview · Data residency and encryption documentation

The offer: "The fastest way to get through this step is a direct conversation between your IT security team and ours. Our security team does these calls regularly. Can we set that up as the next step?"

On data ownership: "Your scan data is always yours. We host and process it, but the data itself is never locked in. You can export everything at any time."

Get IT involved as early as possible. An IT stakeholder who's been part of the process from the start is far less likely to block a deal than one who sees it for the first time at contract review.
Adoption"Our team won't adopt another tool — they're already overwhelmed."

Acknowledge the real concern: "That's a fair concern. Can I ask: when tools have failed to get adopted in the past, what was the biggest reason? Was it complexity, relevance, or the change management process?"

On complexity: "Prevu3D is browser-based. No installation, no training certification. If your team can navigate Google Maps, they can navigate Prevu3D."

On relevance: "We don't replace anything your team already uses. We sit alongside Revit, Plant 3D, and SAP — the workflow change is minimal."

On unlimited users: "There's no per-seat cost. That means you don't have to choose who gets access — everyone does. Adoption is much faster when there's no license allocation conversation."

Adoption objections are change management objections. The pilot is the answer — it proves value in a low-stakes environment with a small team before the broader rollout.
Need to See Scale"We need to see this work at scale before committing across all our facilities."

This is a buying signal. They're already thinking about full deployment — they just want proof before committing.

Lean into it: "That's exactly the right instinct — and that's exactly why we structure our pilots the way we do. You shouldn't commit to a 40-facility rollout without seeing it work in your environment first."

Reference the scale proof: "Amsted Rail started with a single facility before rolling out to 40 locations across 6 continents. General Mills started with one plant and now runs 20+. Every major deployment started as a pilot on one facility."

Convert to a pilot: "Let's define the pilot together. One facility, 2–3 specific success criteria, and a timeline to present results to [VP / economic buyer]. If the pilot delivers — and I'm confident it will — you have the internal proof to take the broader rollout forward."

Scale objections disappear after a successful pilot. Your job is to get them from "I need to see scale" to "what does the pilot look like?" as fast as possible.
Startup Risk"You're a smaller company — how do we know you'll still be around in 3 years?"

The funding narrative: "Prevu3D has raised $18.3 million in total funding from institutional investors — Cycle Capital, Brightspark Ventures, Desjardins Capital, McRock Capital, and Fonds de solidarité FTQ. The most recent round, $5 million from FTQ, closed in early 2026. These are growth-stage investors who've done full diligence on our business model and customer retention."

The customer validation: "General Mills doesn't standardize 20+ plants on a platform they don't trust to be around. Amsted Rail doesn't deploy us across 40 locations on 6 continents without confidence in our longevity. Deutsche Bahn has legal and procurement teams that run extensive vendor financial reviews."

The data ownership answer: "And practically — your scan data is always yours. You can export everything at any time. If anything ever happened to Prevu3D, you walk away with all your facility data in standard formats. You're not locked in."

We're not a startup exploring a market — we're a growth-stage company with proven enterprise deployments at scale. The more relevant question is: what's the risk of the status quo?
Send Me Info"Can you just send me some information and I'll take a look?"

What it really means: They're not engaged enough to commit to a next call. "Send me information" is almost never followed by a deal. It is a polite way of ending the conversation.

Acknowledge and redirect: "Of course — happy to send something over. Before I do, I want to make sure I send you something that's actually relevant to your situation rather than a generic brochure. Can I ask you two quick questions so I know what to focus on?"

Ask the two questions: "What's the biggest thing you're trying to solve on the engineering or operations side right now?" and "Who else at [Company] would be involved in a conversation like this?"

After they answer: "Based on that, I'll put together something specific. And given that [VP / ops lead] would be involved, would it make sense to set up a call so we're not doing this through documents? I find a 20-minute call covers way more ground than any PDF. How does [Day] look?"

Information requests are stall tactics. The goal is to convert "send me info" into a next call. Use the qualification questions to earn the meeting.
Intelligence · Competitive Intel

Competitive Battlecards & Talk Tracks

Five competitors plus the status quo. Battlecard summary at the top. Exact words to say when they come up in a call below each one.

📌

The Rules for Every Competitive Conversation

1. Never disparage. The moment you attack a competitor, you look defensive. Ask what drew them to that vendor — the answer tells you exactly how to position.  ·  2. Acknowledge what's true. If VEERUM's AI detection leads ours, say so. Credibility in one place buys you credibility everywhere.  ·  3. Reframe to decision criteria. The question that separates Prevu3D from every competitor: "What's the most important thing you need this platform to do?" Get them to state their criteria — then show them we win on the ones that matter most.

🏭

NavVis

Manufacturing Focus · ~$100M Funded

Their Strengths

  • ~$100M funded, well-established brand in manufacturing
  • BMW and Mercedes-Benz automotive references
  • Owns proprietary VLX3 SLAM scanning hardware
  • Strong in European automotive manufacturing floors

Their Gaps — Our Win

  • Requires VLX3 hardware — forces replacement of existing scanners
  • No native ERP integrations (SAP, Maximo, AVEVA)
  • CAD plugin ecosystem narrower than Prevu3D
  • Per-seat pricing — we win on unlimited users at scale
Win When
Customer has existing scanning hardware and needs ERP + CAD integration. Lead with hardware-agnostic positioning and unlimited user pricing vs. NavVis per-seat cost.
Talk Track — What to Say When NavVis Comes Up
THEM: "We're also looking at NavVis." YOU: "Good — NavVis is a solid product, especially for factory floor visualization. Can I ask what specifically drew you to them? I want to make sure I understand what's driving the evaluation." [Listen. Then, based on their answer:] IF THEY MENTION SCANNING / HARDWARE: "One thing worth knowing: NavVis requires their proprietary VLX3 scanner to get the most out of their platform. If your team has existing Leica, Trimble, FARO, or any other scanner, moving to NavVis means replacing hardware you've already invested in — and in some cases, retraining your capture teams. We work with any E57 or LAS data from any scanner you already own. No hardware replacement, no lock-in." IF THEY MENTION ERP / OPERATIONS: "NavVis is strong on the visualization side — the factory floor walkthrough experience is genuinely good. Where they're weaker is the operational layer. They don't have native integrations into SAP, IBM Maximo, or AVEVA. If your operations or maintenance team needs to connect the digital twin to the systems they actually work in every day, that's where we're significantly deeper." IF THEY MENTION PRICING: "NavVis uses per-seat licensing — so every time you add a user, a facility, or a new team to the platform, the cost conversation restarts. Prevu3D is storage-based with unlimited users at every tier. When you're thinking about rolling this out across 10 or 20 facilities with engineering, operations, and maintenance teams all needing access, that pricing model matters a lot." CLOSE: "What's the most important thing you need this platform to do — engineering workflow integration, operational asset management, or both? That question separates the two of us pretty clearly."

VEERUM

Oil & Gas Focus · $32M Funded

Their Strengths

  • $32M funded, strong O&G vertical depth and relationships
  • AI-based defect and anomaly detection capability
  • Shutdown planning and turnaround workflow features
  • Established upstream O&G enterprise relationships

Their Gaps — Our Win

  • AI detection leads Prevu3D — acknowledge this honestly
  • Narrow vertical focus — weak outside oil & gas
  • No native CAD/BIM plugin ecosystem for engineering teams
  • Weaker multi-source scan fusion and hardware flexibility
Win When
Engineering team leads the evaluation and CAD/BIM integration is a primary criterion. Avoid head-to-head on AI detection — lead with workflow depth and multi-vertical strength.
Talk Track — What to Say When VEERUM Comes Up
THEM: "We're also talking to VEERUM." YOU: "VEERUM is a solid choice for upstream O&G — they've invested heavily in that vertical and their AI anomaly detection is genuinely ahead of where we are today on that specific feature. I'll be upfront about that. Here's where the evaluation gets interesting: VEERUM was built specifically for oil and gas. If your engineering team also works in Revit, Plant 3D, or MicroStation — and needs to validate scan data directly inside those tools — VEERUM doesn't have native CAD plugin integrations at the depth we do. For teams where the engineering workflow is as important as the operational visibility, that gap matters. The other thing worth asking: how important is it that this platform works across more than just your O&G assets? VEERUM is narrow by design. If this project eventually needs to extend to other facility types — manufacturing, infrastructure, anything outside upstream O&G — you'd be managing two platforms instead of one. What's driving more of this evaluation — the engineering workflow side, or the anomaly detection side? That tells us where the real decision is."
💡 Never lead a VEERUM conversation by attacking their AI. Acknowledge it first — that buys you credibility to then differentiate on the dimensions where we win.
🏠

Matterport

Real Estate Focus · CoStar Acquired $1.6B

Their Strengths

  • Most recognized name in 3D capture globally
  • Easy-to-use consumer and SMB experience
  • Large installed base in commercial property
  • Acquired by CoStar for $1.6B — well-funded parent

Their Gaps — Our Win

  • Purpose-built for real estate — not industrial operations
  • No native CAD/BIM plugins for engineering workflows
  • No ERP or CMMS integration capability at all
  • Post-CoStar acquisition: industrial product roadmap unclear
Win When
Any industrial context — this should be an easy win. If Matterport appears in a deal, educate before you differentiate. The buyer hasn't yet understood what they actually need.
Talk Track — What to Say When Matterport Comes Up
THEM: "We were looking at Matterport as well." YOU: "Matterport is probably the most recognized name in 3D capture — and they're genuinely excellent at what they were built for, which is real estate and commercial property. Walk-throughs of offices, hotels, residential buildings — they own that market. The challenge for industrial use cases is that Matterport wasn't designed for what your team needs. They don't have native CAD or BIM plugins — so there's no workflow connecting scan data to Revit, Plant 3D, or MicroStation. They don't integrate with SAP, IBM Maximo, or AVEVA. And since the CoStar acquisition, their industrial product roadmap has become pretty unclear — CoStar is a real estate data company, not an industrial software company. I'd ask Matterport directly: what's their roadmap for Revit integration? What's their plan for connecting to SAP or Maximo? How do they handle multi-source scan fusion across TLS, SLAM, and drone capture? Those answers will tell you everything you need to know about whether they're built for your use case. What specifically attracted you to them — was it the brand recognition, the ease of use, or something else? That'll help me understand what's most important in this evaluation."
💡 When Matterport appears in an industrial deal, the buyer is still in education mode. Don't treat them as a competitor to attack — treat this as a moment to educate the buyer on what they actually need. That positions you as the expert, not just another vendor.
🏗️

Cintoo

Industrial Scan Mgmt · $50M Funded

Their Strengths

  • $50M funded, strong industrial traction
  • GM 40M sq ft deployment — strong enterprise reference
  • TurboMesh — genuinely strong scan processing output
  • P&ID editor built in — unique and real advantage

Their Gaps — Our Win

  • No native CAD plugin ecosystem at Prevu3D's breadth
  • No native ERP integrations — SAP, Maximo, AVEVA not connected
  • Weaker operational asset management and RealityTwin™ layer
  • Less vertical depth in F&B, maritime, and O&G
Win When
Toughest direct competitor in industrial. Win on ERP + CAD integration depth and the operational workflow layer. Acknowledge P&ID gap honestly — then bridge to RealityPlan™.
Talk Track — What to Say When Cintoo Comes Up
THEM: "We're also evaluating Cintoo." YOU: "Cintoo is probably our most direct competitor — I respect what they've built. Their TurboMesh processing is genuinely good, their GM deployment at 40 million square feet is a real reference, and they have a P&ID editor that we're actively building toward in our RealityPlan™ product. I'll be upfront about that gap — if P&ID editing is a primary requirement for your team right now, that's a real consideration. Here's where the evaluation gets interesting: Cintoo is strong on scan processing and visualization. Where they're significantly weaker is the operational layer — the connection between the digital twin and the systems your engineering and maintenance teams actually work in every day. Cintoo doesn't have native integrations into SAP, IBM Maximo, or AVEVA. That means the data lives in the platform but doesn't flow bidirectionally into your systems of record. And their CAD plugin ecosystem — Revit, Plant 3D, MicroStation, Siemens NX — isn't as deep as ours. For engineering teams where the scan-to-CAD workflow is how they actually get value from the platform, that matters every single day. The question I'd ask yourself: is the primary value here scan processing and storage, or is it connecting your facility data to the tools your teams already work in? If it's the latter, I think the evaluation looks very different."
💡 Cintoo is the one competitor where you must acknowledge their strengths before differentiating. Reps who try to dismiss TurboMesh or the GM reference lose credibility immediately. Acknowledge → Reframe → Differentiate.
📐

Hexagon RCS

Survey-Grade · $5.4B Parent

Their Strengths

  • $5.4B parent — massive enterprise credibility
  • Survey-grade accuracy and long-established global brand
  • CloudWorx plugins for Revit and Plant 3D
  • Entry pricing from $20/month — low barrier to start

Their Gaps — Our Win

  • Hardware-centric — ecosystem built around Leica hardware sales
  • Per-seat licensing — gets expensive fast at enterprise scale
  • No ERP or CMMS integration layer (SAP, Maximo, AVEVA)
  • Large company = slow product iteration and bureaucracy
Win When
Win on operational depth, ERP integration, and unlimited user pricing at scale. Hexagon's strength is survey accuracy and hardware — not the operational workflow layer we own.
Talk Track — What to Say When Hexagon Comes Up
THEM: "We've been using Hexagon / looking at Hexagon RCS." YOU: "Hexagon has an incredible reputation — $5.4 billion parent company, survey-grade accuracy, a brand that's been trusted in engineering for decades. If survey accuracy is the #1 requirement, they're a strong choice. Here's the question I'd ask: what do you need to happen after the scan? Because that's where the evaluation changes. Hexagon's ecosystem is built around selling Leica hardware and CloudWorx plugins. They're strong on the capture and accuracy side. What they don't have is the operational workflow layer — there's no native integration into SAP, IBM Maximo, or AVEVA. The digital twin lives in Hexagon's tools but doesn't connect bidirectionally to the systems your maintenance and operations teams actually run their work in every day. And on pricing — Hexagon uses per-seat licensing. That entry price of $20/month sounds accessible, but when you're thinking about rolling this out to your full engineering team, your operations team, and your maintenance team across multiple facilities, those seats add up fast. Prevu3D is storage-based with unlimited users at every tier — there's no pricing conversation every time a new team or facility comes on board. The question I'd focus the evaluation on: is the priority survey-grade capture accuracy, or is it connecting facility data to the tools and systems your people work in every day? Those lead to very different platform decisions."
💡 Hexagon often appears when the buyer is led by a surveying or GIS background. Respect that expertise — then redirect to the operational workflow layer, which is where Prevu3D wins decisively.
😴

Do Nothing / Status Quo

Most Common Competitor in Every Deal

Why They Stay

  • Change management is hard and the pain is tolerated daily
  • Current process "works well enough" between crises
  • No champion with enough internal pull to drive a decision
  • Budget not formally allocated to this initiative

How We Win

  • Quantify the cost of the status quo in their specific numbers
  • Connect to a fixed-date event: shutdown, project, audit, mandate
  • Arm the champion with a business case their VP can approve
  • Propose a $3K single-facility pilot — low risk, high proof
The Rule
The status quo is not free. Help the buyer calculate what one rework event, one failed shutdown, or one unnecessary site visit costs — then compare it to the platform investment. The math always favors action.
Talk Track — When the Real Competitor Is Inaction
SITUATION: The prospect is engaged, sees the value, but keeps delaying. No competitive vendor in the deal — the competitor is doing nothing. YOU: "I want to ask you something directly, and I hope that's okay. We've had a few conversations now, and it seems like you understand the value here. What's actually getting in the way of moving forward? [Listen. Then based on their answer:] IF IT'S PRIORITY / TIMING: "Let me try something. You mentioned your team makes about [X] site visits a month at roughly [Y] each — that's about [Z] per year just in travel and coordination. On top of that, you said you had [N] rework events last year at [cost] each. So the status quo is costing you roughly [total] per year. The platform investment is [price]. At that math, every month you wait costs you [monthly cost of inaction]. That's not a pressure tactic — it's just the math. Does that change how you're thinking about the timing?" IF IT'S BUDGET: "Our pilots start at $3K. That's typically operational discretionary spend — it doesn't need to go through a capital budget approval process. Would it make sense to start the pilot now, get internal proof, and then use those results to make the case for the broader program at the next budget cycle?" IF IT'S CHAMPION ISSUE (they can't sell it internally): "Let me ask: what would make it easier to bring this forward internally? I can put together a one-page business case — using your numbers, not our benchmarks — that you could share with [VP / decision-maker]. Would it help to have that ammunition before the next internal conversation?"
💡 The status quo is hardest to beat when the pain is real but tolerated. The moment you can put a specific dollar number on the cost of inaction — in their words, using their numbers — the conversation shifts from "should we solve this?" to "can we afford not to?"
Intelligence · Customer Proof

Customer Proof & Reference Stories

Know these stories cold. The right reference at the right moment is more powerful than any feature comparison.

97%
Modeling time reduction — Tetra Tech
35%
Reduced operational expenditure
50%
Less back-modeling time in Revit
70%
More cross-team collaboration
🌾

General Mills

Food & Beverage · 20+ Plants
The Situation

General Mills operates 20+ manufacturing plants across North America. Engineering and operations teams were working from disconnected systems — outdated drawings, siloed scan data, no single source of truth for facility conditions across the portfolio.

What Prevu3D Did

Deployed Prevu3D across the plant portfolio — connecting 3D scan data to engineering workflows and operations planning. Engineering teams now validate designs remotely. Maintenance teams plan from accurate, current facility data. All sites on one platform.

The Outcome

Improved engineering throughput and plant-level digital transformation at scale across North America. Multi-plant standardization without replacing existing scanning hardware or ERP systems.

When to Use This Story
✓ Food & beverage or consumer goods prospect
✓ Multi-plant engineering or operations lead
✓ Digital transformation mandate at scale
✓ "Does this work across multiple sites?" objection
✓ Scale objection — "we need to see it work first"
✓ Agropur, Olymel, Saputo peer reference conversations
HEADLINE TO USE IN A CALL: "General Mills runs 20+ plants on Prevu3D across North America. They improved engineering throughput and modernized plant operations at scale — without replacing their existing scanning equipment or ERP systems. If you want, I can walk you through exactly how they structured the rollout." SCALE OBJECTION VERSION: "General Mills started with a single plant before rolling it out across 20+ facilities. That's exactly the approach we'd recommend here — start with one facility, prove the value, then expand. The pilot is $3K."
🏭

Amsted Rail

Heavy Manufacturing · 40+ Locations · 6 Continents
The Situation

Amsted Rail operates 40+ heavy manufacturing locations across 6 continents — 3.5 million square feet of complex industrial infrastructure. No consistent way for engineering and maintenance to work from the same facility data regardless of geography.

What Prevu3D Did

Standardized their entire asset intelligence program on Prevu3D. Engineers in any location can access accurate 3D facility data for any plant without a site visit. Maintenance teams globally work from one persistent source of truth.

The Outcome

Full digital twin transformation of traditional heavy manufacturing at global scale. The flagship enterprise deployment story — from one facility pilot to 40+ locations across 6 continents. 3.5M sq ft managed on a single platform.

When to Use This Story
✓ Multi-site heavy manufacturing economic buyer
✓ C-suite or VP-level executive conversation
✓ Scale objection — "need to see this work at scale"
✓ Startup risk / vendor longevity concern
✓ Global or multi-continent operations
✓ Pilot-to-enterprise rollout conversation
HEADLINE TO USE IN A CALL: "Amsted Rail deployed Prevu3D across 40 manufacturing locations on 6 continents — 3.5 million square feet of heavy industrial infrastructure on a single platform. They started exactly where you are: a single facility pilot. I can pull up the full case study if that's useful." ECONOMIC BUYER / C-SUITE VERSION: "General Mills doesn't standardize 20+ plants on a platform they don't trust to be around. Amsted Rail doesn't deploy us across 40 locations on 6 continents without confidence in our longevity and our enterprise readiness. These aren't casual software decisions — they're strategic infrastructure investments."
📐

Tetra Tech

Engineering · AEC · EPC · 97% Modeling Time Reduction
The Situation

Tetra Tech was working on a complex water treatment retrofit — brownfield environment with outdated drawings, a remote engineering team, and a tight schedule. Their team was losing significant time reconciling what drawings said versus what the facility actually looked like.

What Prevu3D Did

Captured the entire facility in 3D and connected it directly to their Revit workflow via the RealityConnect™ plugin. Engineers validated designs and detected clashes remotely — without repeated site visits. Scan-to-CAD validation in hours instead of days.

The Outcome

97% reduction in modeling time on the retrofit project. Remote validation enabled throughout — unnecessary site visits eliminated. The most powerful productivity proof point in the Prevu3D portfolio for engineering-led deals.

When to Use This Story
✓ Engineering Champion conversation
✓ AEC or EPC firm evaluation
✓ Revit / Plant 3D / MicroStation integration focus
✓ Brownfield retrofit or capital project underway
✓ Productivity and back-modeling time is the pain
✓ Remote engineering team validation challenge
HEADLINE TO USE IN A CALL: "Tetra Tech cut their modeling time by 97% on a complex water treatment retrofit using Prevu3D. Their engineers validated designs remotely without repeated site visits — the RealityConnect™ plugin connected the scan data directly into their Revit workflow. If that sounds like what your team is dealing with, I'd love to walk you through exactly how they did it." ROI VERSION FOR A DISCOVERY CALL: "You mentioned your team spends [X] days on site visits and back-modeling each month. Tetra Tech was in the same position before the retrofit. After using Prevu3D, they cut modeling time by 97%. At your team's scale, that's [X hours × engineer hourly rate] back in your team's week every single month."

Port of Montreal

Ports & Logistics · Safety Training · Hazardous Environments
The Situation

The Port of Montreal needed to train emergency response teams on fire and hazardous materials procedures across complex port infrastructure. Traditional training required physical site exposure in hazardous environments — an avoidable safety risk.

What Prevu3D Did

Delivered immersive 3D digital twin of the port facilities for fire and hazardous materials safety training. Emergency response teams trained in a full 3D environment — navigating the actual facility layout — without setting foot in hazardous areas.

The Outcome

"We are gamifying our training efforts" — Deputy Harbour Master. Eliminated unnecessary physical exposure during emergency response training. Safety ROI is documented and quantifiable. First responders arrive on-site already familiar with the facility layout.

When to Use This Story
✓ Operations or safety lead conversation
✓ Remote access / site exposure risk is a pain
✓ Contractor onboarding and orientation challenge
✓ Hazardous environment or critical infrastructure
✓ ESG or workforce safety accountability conversation
✓ Shutdown planning — pre-arrival contractor context
HEADLINE TO USE IN A CALL: "Port of Montreal uses Prevu3D for fire and hazardous materials safety training — their emergency response teams train in a full 3D digital twin of the facility without physical site exposure. The Deputy Harbour Master called it transformative for their emergency response program. Does that kind of remote access use case apply to what you're dealing with?" SAFETY ROI VERSION: "Every time your team enters a hazardous area for training, orientation, or contractor onboarding, that's a risk event. Port of Montreal eliminated that exposure entirely. If you can quantify how many of those exposures happen per month and the incident cost rate, the ROI calculation for Prevu3D writes itself."
🚄

Deutsche Bahn

Transportation & Infrastructure · DACH · Enterprise
The Situation

Deutsche Bahn — one of Europe's largest rail operators — needed enterprise infrastructure asset management that could meet European data governance requirements. Complex infrastructure, distributed teams, strict GDPR and security compliance mandates.

What Prevu3D Did

Enterprise deployment for infrastructure asset management across their rail network. SOC2 Type II, GDPR compliance, and data residency requirements all met from day one. German-market deployment with full enterprise procurement and legal review completed.

The Outcome

Critical European market validation. Deutsche Bahn's legal and procurement teams ran extensive vendor financial and security reviews before signing. The fact that they passed is itself the proof point. Critical reference for DACH expansion and security-sensitive conversations.

When to Use This Story
✓ IT or DX sponsor conversation
✓ DACH region prospect
✓ GDPR, SOC2, or security compliance concern
✓ Startup risk / vendor longevity objection
✓ Heavy procurement or legal review process
✓ Transportation, logistics, or infrastructure vertical
HEADLINE TO USE IN A CALL: "Deutsche Bahn — one of Europe's largest rail operators — went through a full enterprise procurement and security review before deploying Prevu3D. SOC2 Type II, GDPR, and CyberSecure Canada all built in from day one. If your IT or legal team has questions about our security posture, we've been through that process with some of the most demanding procurement teams in Europe." STARTUP RISK VERSION: "Deutsche Bahn has legal and procurement teams that run extensive vendor financial reviews before any enterprise software decision. They completed that review and selected Prevu3D. That's not something a vendor with longevity concerns survives."

Norse Ship Management

Maritime · Ship Management · Unique in Market
The Situation

Norse Ship Management needed a way for their engineering and operations teams to access accurate asset data across their vessel fleet — without physical access to ships in port. Traditional documentation was fragmented and inaccessible to remote teams.

What Prevu3D Did

Ship-board asset management delivered through Prevu3D's digital twin platform. Vessel interiors captured in 3D — accessible remotely for engineering review, maintenance planning, and contractor briefings without requiring physical ship access.

The Outcome

Unique maritime positioning — no major competitor has meaningful ship management deployment. This is greenfield competitive territory. The reference proves Prevu3D works in highly specialized, remote, and physically constrained environments far beyond a standard factory floor.

When to Use This Story
✓ Maritime, offshore, or remote asset management
✓ Physical access to assets is constrained or expensive
✓ No competitor reference in the vertical — play the pioneer angle
✓ Oil & gas offshore or remote operations
✓ Proving platform versatility beyond factory floors
✓ Port, logistics, or shipping industry prospect
HEADLINE TO USE IN A CALL: "Norse Ship Management uses Prevu3D for ship-board asset management — their engineering and operations teams access accurate 3D data for vessels in their fleet without needing physical ship access. No major competitor has meaningful deployment in maritime. We're building this vertical from a position of strength with no incumbent to displace." VERSATILITY VERSION: "If Prevu3D works on a ship — one of the most physically constrained and remotely accessed environments there is — it works on your facility. The platform is built for any environment where physical access is expensive, dangerous, or impractical."

Quick Reference — Which Story to Use When

SituationLead WithHeadline
F&B or consumer goods, multi-plantGeneral Mills"20+ plants on Prevu3D — improved engineering throughput without replacing existing scanning equipment."
Multi-site manufacturing, C-suite or VPAmsted Rail"40 locations, 6 continents, 3.5M sq ft — standardized their entire asset intelligence program on Prevu3D."
AEC/EPC, engineering champion, Revit workflowTetra Tech"97% reduction in modeling time on a complex water treatment retrofit. Remote validation eliminated unnecessary site visits."
Operations or safety lead, hazardous environmentPort of Montreal"Fire & hazardous materials training in a 3D digital twin — zero physical site exposure for emergency response teams."
IT/DX sponsor, DACH region, security concernDeutsche Bahn"Enterprise infrastructure asset management at one of Europe's largest rail operators. SOC2, GDPR, CyberSecure Canada built in from day one."
Maritime, offshore, or remote asset managementNorse Ship Management"Ship-board asset management — no major competitor has meaningful maritime deployment. We own this vertical."
Scale objection on the tableAmsted Rail + General Mills"Amsted Rail started with one facility before going to 40 locations. General Mills started with one plant and now runs 20+. Every major deployment we have started as a pilot."
Startup risk / vendor longevity concernDeutsche Bahn + Amsted Rail"Deutsche Bahn ran a full enterprise procurement and security review before selecting us. Amsted Rail doesn't deploy across 6 continents without confidence in our longevity."
Champion arming for internal presentationMatch to economic buyer's verticalGive champion the reference most relevant to their economic buyer's world — in their language, not engineering language.
Intelligence · Demo Talk Track

Demo Talk Track

The demo is not a product tour. It is a proof session tied directly to the pain they told you about in discovery. Every feature you show should connect to something they said.

📌

Three Rules for Every Demo

1. Never show a feature that isn't connected to their pain. If you're showing something they didn't tell you they cared about, you're losing them.  ·  2. Check in every 5–7 minutes. Reps who talk for 30 minutes without asking a question lose the room.  ·  3. The demo is discovery, not a presentation. You should be learning things during the demo — what resonates, what doesn't, who's leaning in, who's checking their phone. Use it.

Before You Share Your Screen

Set the Frame — 3 Minutes

Never open a demo by sharing your screen and clicking around. Set the frame first. This does three things: re-confirms the pain, sets the expectation that this isn't a feature dump, and gives them permission to redirect you.

"Before I share my screen — I want to make sure I'm showing you the right things today. Based on our last conversation, the main thing you were trying to solve was [restate their specific pain in their words]. Is that still the priority, or has anything shifted since we last spoke? [Listen — update your understanding if anything has changed.] Great. What I'm going to show you today is specifically how [their pain] gets solved in the platform — not a full product tour. We're going to focus on [2–3 specific workflows relevant to their situation] and I'll walk you through exactly how [Tetra Tech / General Mills / relevant customer] uses this in their environment. If at any point something isn't relevant to what you're working on, stop me — I'd rather adjust than waste your time on something that doesn't apply. Two things I'd ask from you: questions are welcome any time, and if something resonates — or doesn't — tell me. This should feel like a conversation, not a presentation. Ready?"
💡 The "stop me if it's not relevant" line is critical. It removes the awkward "I don't want to be rude" feeling and makes engagement feel collaborative. Prospects who redirect you are engaged prospects.
Module 1 · Always Show This First

The 3D Environment — Eliminating the As-Built Gap

What to show: Open a facility in RealityPlatform™. Navigate through it. Show the level of detail — pipe routing, mechanical systems, spatial context. Point out how this is the actual facility, not a model someone built from drawings.

"This is [facility name] — what you're looking at is the actual facility captured in 3D. Not a BIM model. Not a drawing. The physical reality of the space exactly as it exists. Your engineering team can access this from anywhere — their desk, a hotel room, a client site on the other side of the country. And it never goes stale the way a drawing does, because we only update what changes. [Navigate to a complex area — pipe rack, mechanical room, process equipment] This is the kind of area where your team typically has to go on-site to get answers. Which pipe goes where. What's the clearance on this access path. What's actually in this space before we design something that needs to fit in it. [Zoom in, measure, navigate around an obstacle] Every measurement is live. Every spatial relationship is accurate. This is what eliminates the gap between what the drawings say and what the facility actually looks like. Does this match what you were picturing — or is it different from what you expected?"
💡 Always ask "does this match what you were picturing?" after the first navigation. The answer tells you everything about their mental model of the product — and whether you need to recalibrate.
Module 2 · For Engineering Champion

RealityConnect™ — Scan-to-CAD Workflow

What to show: The RealityConnect™ plugin inside Revit, Plant 3D, or whichever CAD tool they use. Show how scan data surfaces inside the familiar tool. Show clash detection against existing conditions. Show measurement extraction without leaving the CAD environment.

"You mentioned your team spends [X] doing scan-to-Revit work — reconciling what the scan says with what the model needs to look like. This is where I want to spend a few minutes. [Open Revit with RealityConnect™ plugin active] This is the RealityConnect™ plugin inside Revit — your engineers don't leave the tool they already work in. The 3D scan data from the platform surfaces directly here. They can see the actual facility conditions right alongside the design model. [Show a clash or spatial conflict] See this? The proposed pipe routing here conflicts with an existing structural element that the drawings didn't show. Your team would have caught this on-site during construction — when it's expensive and schedule-breaking. In this workflow, they catch it before anyone picks up a wrench. [Demonstrate measurement extraction] And they can pull measurements directly from the scan inside Revit — no separate tool, no back-and-forth, no emailing scan data to someone who has to open a different application to read it. This is what gave Tetra Tech their 97% reduction in modeling time. The workflow compression is this: instead of [old workflow], it becomes [new workflow]. How does that compare to what your team does today?"
💡 Match the CAD tool to what they told you they use. Showing Revit to someone who works in MicroStation is a missed connection. If you don't know what tool they use, ask before the demo — it's a one-question email.
Module 3 · For Operations & Maintenance Lead

RealityTwin™ — Operational Asset Management

What to show: RealityTwin™ — asset tagging in the 3D environment, connection to SAP / IBM Maximo / AVEVA, the persistent operational layer that connects the digital twin to systems the ops team already runs.

"You mentioned your maintenance team works out of [SAP / Maximo / AVEVA] — this is where the platform connects to those systems directly. [Open RealityTwin™, navigate to an asset in the 3D environment] Every asset in the facility can be tagged directly in the 3D environment. Click on this pump — you get the full asset record. Maintenance history, work orders, specifications, condition status. All connected to what's already in your [SAP / Maximo / AVEVA] system of record. [Click an asset, show the data panel] Your maintenance team doesn't need to know what pump number something is, or navigate through a list in a CMMS. They navigate spatially — they go to where the asset lives in the facility, and the data is right there. [Show a work order connection or maintenance flag] And it flows bidirectionally. When a work order gets updated in [SAP / Maximo], it updates here. When your team tags a condition issue in the 3D environment, that flows back to the CMMS. One source of truth — not two systems that need to be kept in sync manually. This is how Amsted Rail runs maintenance across 40 locations. This is how Port of Montreal trains their emergency response teams — their people navigate the 3D environment of the facility before they ever set foot in a hazardous area. Is this the kind of operational connection your team is missing right now?"
💡 If they use SAP, name SAP. If they use Maximo, name Maximo. Generic "ERP integration" language doesn't land the same way as showing their specific system connected to the platform. Do the homework before the demo.
Module 4 · For DX Sponsor / IT

RealityComposer™ — Multi-Source Scan Fusion

What to show: RealityComposer™ merging TLS, SLAM, drone, and photogrammetry capture into one unified model. Show that only changed areas need to be rescanned — not the full facility every time.

"One of the questions I often get from technology leaders is: what happens when the facility changes? Do we have to rescan everything? [Open RealityComposer™] This is RealityComposer™ — the scan fusion layer. Your team might capture different areas of the facility with different methods. TLS for high-accuracy process areas. SLAM for walkthrough capture of larger spaces. Drone for rooftop or elevated structures. Photogrammetry for specific assets. [Show a merged model from multiple sources] All of those get fused into one navigable environment. One model. One source of truth. And when something in the facility changes — a new piece of equipment gets installed, a section gets modified — you only rescan what changed. You don't restart from scratch. [Show an update comparison — before/after a change] This means the platform stays current without requiring a full facility recapture every time anything changes. The data foundation compounds over time rather than degrading. For your IT and data governance teams: all of this data is yours. We host it, process it, and make it accessible — but you can export everything at any time in standard formats. No lock-in. How does your team currently handle updates to facility data when physical changes happen?"
Mid-Demo

Check-In Questions — Use Every 5–7 Minutes

These keep prospects engaged, surface objections early, and tell you whether you're spending time on the right things.

ENGAGEMENT CHECKS: "Does this match what you were picturing — or is it different from what you expected?" "Is this relevant to how your team works, or is it different from your current setup?" "Who on your team would use this the most — is this something your engineers would pick up quickly?" "What's resonating so far — and what isn't?" CONNECTING TO THEIR PAIN: "You mentioned [specific pain from discovery] — does this workflow address that?" "How does this compare to what your team does today?" "If your team had access to this before [upcoming project / shutdown / retrofit], how would that have changed the outcome?" SURFACING NEXT STAKEHOLDERS: "Is this something you'd want your [VP / operations lead / IT team] to see?" "Who else would need to be in the room for a follow-up conversation?"
💡 The "who else would want to see this?" question mid-demo is powerful. When they're engaged and excited is the best moment to ask for the next stakeholder introduction — not at the end when the energy has diffused.
Closing the Demo

Demo Close — Get the Next Step Before You Leave

Never end a demo with "I'll send you a recording and follow up." That is not a close. You need a specific next step with a specific date before you leave the call.

"Before we wrap up — let me check in on a few things. First: what stood out most from what I showed you today? And was there anything that didn't land the way you expected? [Listen — this tells you what to reinforce in follow-up and what you may need to address] Second: based on what you saw today, does this solve the problem you described — [restate their specific pain]? [If yes:] "Great. Here's what I'd suggest as a next step: let's scope a pilot on [specific facility they mentioned]. The investment is $3K — we define the success criteria together before we start, and you present the results to [economic buyer / VP] at the end. That gives you real-world proof in your environment before any broader commitment. What facility would make the most sense to start with?" [If they need more stakeholders:] "That makes sense — who specifically would need to be part of that conversation? And would it be useful if I put together a short summary of what we covered today that you could share with them before we schedule the next call?" [Always end with:] "What's the best next step — and when can we put it on the calendar?"
💡 Propose the specific facility for the pilot — don't make them do the work. "What about your Montreal plant you mentioned?" is easier to agree to than "what facility makes sense?" Specificity creates momentum.

Pre-Demo Prep Checklist

Do this before every demo — not during it.

Before the DemoWhy It Matters
Re-read your discovery notesEvery feature you show should connect to something they said. If you can't connect it, don't show it.
Know their CAD toolShowing Revit to a MicroStation user is a missed connection. Confirm before you open your screen.
Know their ERP / CMMSName SAP or Maximo specifically — not generic "ERP integration." Specificity builds credibility.
Know who's in the roomEngineering champion only? Or economic buyer also present? Adjust your module order accordingly.
Pick the right reference customerKnow which story to use before the call — don't figure it out on the fly.
Have the pilot scoping readyKnow which facility you'll recommend for the pilot and have a rough $3K scoping ready to propose at the close.
Confirm the next stakeholderWho hasn't been in this conversation yet? Know who you want to meet next and have a plan to ask mid-demo.

Which Modules to Show — by Persona

Never show all four modules in one demo. Pick the 2–3 most relevant to the persona in the room.

Persona in the RoomAlways ShowAdd If RelevantSkip
Engineering Champion onlyModule 1 (3D Environment) + Module 2 (RealityConnect™)Module 4 (Fusion) if they capture with multiple methodsModule 3 (RealityTwin™) — ops layer not their priority
Operations & Maintenance Lead onlyModule 1 (3D Environment) + Module 3 (RealityTwin™)Module 4 (Fusion) if facility changes frequentlyModule 2 (CAD plugins) — not their tool set
DX Sponsor / IT Lead onlyModule 1 (3D Environment) + Module 4 (Fusion)Module 3 (RealityTwin™) ERP integration storyModule 2 (CAD plugins) — not their primary concern
Economic Buyer / C-Suite onlyModule 1 (3D Environment — brief) + reference customer storiesROI Calculator walkthrough with their numbersAll deep technical modules — this audience wants outcomes, not workflows
Mixed room: Engineering + OpsModule 1 + Module 2 + Module 3Module 4 if relevantKeep it tight — 45 min max for a mixed room
Full buying committee presentModule 1 + one module per personaReference customer stories matched to economic buyer's verticalDeep technical workflows — read the room and adjust
Intelligence · ROI Calculator

ROI Calculator

Enter the prospect's numbers from discovery to generate a business case. Use their specific data — not platform averages.

📋 Prospect Inputs

💰 Business Case Output

Annual Site Visit Savings (50% reduction)
50% fewer unnecessary visits
Annual Rework Avoidance (25% reduction)
25% fewer planning errors
Back-Modeling Time Savings (50% reduction)
RealityConnect™ plugin impact
Total Annual Value
vs. platform investment
Payback Period
Months to full payback
3-Year Net Value
After platform investment
⚠️

How to Use This in a Proposal

Always use the prospect's actual numbers from discovery — not these defaults. A business case built on their own cost per rework event is impossible to dismiss. A business case built on generic platform benchmarks is easy to ignore. Run this calculator during the discovery call, not after.

Intelligence · Proposals & Closing

Proposals & Closing

A winning Prevu3D proposal is a business case document, not a product brochure. Eight sections. Always reviewed live.

📌

The Golden Rule

Never send a proposal blind via email. Every proposal is presented live in a meeting where you control the narrative. A proposal sent without a live review gets forwarded to a competitor, misread, or ignored indefinitely. Book the review meeting before you send anything.

#SectionPurposeKey Guidance
1Executive SummaryThe economic buyer reads this first — or onlyOne page max. Three questions: what is the problem, what is the solution, what is the outcome. No product features. No technical detail. Outcomes and numbers only. If you can't write it without looking at your discovery notes, you don't know the deal well enough.
2Situation AnalysisDemonstrates you listened during discoveryMirror back what you heard in discovery. This section exists to prove you understand their specific problem — not the industry's generic problem. Use their words, their numbers. This section earns the right to be heard on everything that follows.
3Proposed SolutionMatch the product to the problem, not the catalogDescribe what Prevu3D will do for them — not what it does generically. Every feature mentioned should be tied to a specific outcome they care about. Include only what applies to their situation. If it's not relevant, leave it out.
4Business Case & ROIThe section the CFO and economic buyer turn to firstBuild using their numbers from discovery — not platform benchmarks. Use the ROI calculator with their actual inputs. A business case built on their own cost per rework event is impossible to dismiss. A business case built on generic stats is easy to ignore.
5Proof & ReferencesReduce perceived risk with verifiable peer evidenceChoose 1–3 reference customers that match their industry and use case. Don't dump the full customer list — curate it. F&B → General Mills · Multi-site mfg → Amsted Rail · AEC/EPC → Tetra Tech · Safety → Port of Montreal · Maritime → Norse Ship Management
6Investment & PricingClear, simple, anchored to value not featuresPresent pricing in context of the business case — not as a standalone line item. Pilot from $3K. Storage-based ~$0.25/GB. Unlimited users at every tier. Never present pricing before the business case — if asked for price before discovery is complete, you haven't built enough value yet.
7Implementation TimelineMake the path from yes to live feel achievableWeek 1–2: Pilot kickoff. Week 3–4: Pilot validation. Month 2: Expansion planning. Month 3+: Full rollout. QBR at 90 days to measure ROI against business case and plan next phase. Having a specific kickoff date creates momentum.
8Mutual Close PlanA clear next step for every stakeholderEvery step between today and a signed contract, with owners and dates. Decision date must be agreed verbally before the proposal is sent — never put a date in the plan that hasn't been discussed. Never leave a proposal review without agreeing on a next action with a specific date.
Intelligence · Pricing Reference

Pricing Reference

Storage-based pricing with unlimited users at every tier. Pilots from $3K. No per-seat friction.

💡

The Pricing Story in One Sentence

Prevu3D charges based on storage (~$0.25/GB) with unlimited users at every tier — meaning you can roll out to 500 engineers and maintenance staff across 40 facilities without a pricing conversation every time headcount changes or a new site comes online.

Pilot
$3K+
Single facility · Proof of value
  • One facility scanned and deployed
  • Success criteria agreed in writing
  • All platform features enabled
  • Unlimited users during pilot
  • Completed in 2–4 weeks
  • Often falls under discretionary spend — no capital approval required
Platform — Annual
~$0.25
Per GB · Unlimited users
  • All RealityPlatform™ features
  • RealityTwin™ operational digital twin
  • RealityConnect™ CAD plugins (Revit, Plant 3D, MicroStation, Omniverse, Siemens NX)
  • SAP, IBM Maximo, AVEVA, AWS SiteWise integrations
  • Unlimited users at every tier
  • SOC2 Type II, GDPR, CyberSecure Canada included
Enterprise — Multi-Site
Custom
Multi-facility · Volume pricing
  • Volume pricing across 10+ facilities
  • Dedicated customer success manager
  • Custom integration support
  • Priority support SLA
  • Quarterly business reviews
  • Amsted Rail (40+ locations) and General Mills (20+ plants) are enterprise tier references

Pricing vs. Competitors

CompetitorTheir Pricing ModelOur Advantage
Hexagon RCSPer-seat from $20/month — adds up fast across large teamsUnlimited users, no per-seat friction. Rolling out to 500 users doesn't trigger a pricing conversation.
NavVisPer-seat licensing + hardware requirement (VLX3)No hardware cost, no per-seat cost. Customer uses their existing scanners and their existing team size.
MatterportPer-seat per-month, tiered by space countIndustrial use case not supported regardless of price — not a real competitor at this level.
CintooEnterprise pricing, volume-basedComparable model, but Prevu3D's operational integrations and CAD plugin ecosystem deliver more value at equivalent investment.
Intelligence · Onboarding

New Rep Onboarding

30-60-90 day ramp plan. Focus on product mastery, pipeline building, and first win.

Days 1–30 · Foundation

Product & Market Mastery

  • Complete full platform walkthrough — all five products
  • Shadow 3 customer calls with experienced reps — take notes, don't speak
  • Read all customer case studies: General Mills, Amsted Rail, Tetra Tech, Port of Montreal, Deutsche Bahn, Norse Ship Management
  • Complete the ICP and Personas section of this playbook — deliver a 5-minute ICP summary from memory
  • Learn the 5-phase Customer 360° discovery framework — practice in mock calls
  • Complete competitive overview — NavVis, VEERUM, Matterport, Cintoo, Hexagon
  • Set up CRM and pipeline tracking — understand stage definitions and exit criteria
  • Complete SOC2 / security overview — understand what IT buyers will ask
Days 31–60 · Ramp

Pipeline Building & First Conversations

  • Identify 50 target accounts in your territory using ICP criteria
  • Begin outbound sequences — email, LinkedIn, cold call — using scripts from this playbook
  • Book and run first 10 discovery calls independently
  • Complete MEDDPICC scoring on every active opportunity — share with manager weekly
  • Deliver your first full demo — recorded for review
  • Identify first pilot candidate — account where $3K pilot conversation makes sense
  • Shadow a proposal presentation — understand the live review process
  • Join one partner call — NTT DATA, Kinetic Vision, or a scanning partner
Days 61–90 · Velocity

First Win & Pipeline Maturity

  • First pilot closed and kicked off
  • Pipeline at 3× quota coverage — minimum 10 qualified opportunities
  • Deliver a full proposal presentation independently
  • Complete first ROI business case using prospect-specific discovery data
  • Economic buyer meeting completed in at least 2 active deals
  • Conduct 90-day pipeline review with manager — gaps identified
  • Participate in one QBR with an existing customer — understand expansion motion
  • Identify first potential multi-site expansion conversation

Key Resources

🔗

Product Ecosystem

RealityPlatform™ · RealityTwin™ · RealityComposer™ · RealityPlan™ · RealityConnect™ (Revit, Inventor, Plant 3D, MicroStation, Omniverse, PlantStream, Siemens NX, SolidWorks coming)

🤝

Key Partnerships

NVIDIA Omniverse · NTT DATA (strategic) · Kinetic Vision (NVIDIA Elite, 50+ Fortune 500) · Allen & Company, BIMstream, EIS LLC, PrecisionPoint, SDMM (NA scanning partners) · CR Kennedy, 3B Survey (AU) · TRON K.K. (JP) · LOOOM (DACH)

🏆

Customer References

General Mills (20+ plants) · Amsted Rail (40+ locations, 6 continents) · Tetra Tech (97% modeling time reduction) · Port of Montreal · Deutsche Bahn · Norse Ship Management · Agropur · Olymel · Saputo · Canam · Siemens Energy

🔒

Security Credentials

SOC2 Type II certified · GDPR compliant · CyberSecure Canada certified · $18.3M total funding: Cycle Capital, Brightspark, Desjardins, McRock, FTQ ($5M round 2026) · Founded 2017 Montreal · 45-person team

Intelligence · Account Expansion

Account Expansion Template

The deal doesn't close when the contract is signed. It closes when the second site goes live. Use this template to turn every pilot into a multi-site program.

📌

The Expansion Mindset

Every pilot is a land-and-expand motion. The pilot proves value in one facility. The 90-day QBR converts that proof into a multi-site program. Every Amsted Rail and General Mills deployment started as a single-facility pilot. Expansion is not a separate sale — it is the second half of the first one. Plan for it from day one.

The Expansion Arc — Four Phases

From signed pilot to enterprise program. This is the motion that converts $3K pilots into six-figure annual contracts.

Pilot Close
Day 0
Kickoff
Week 1
Live & Proving
Week 4
90-Day QBR
Day 90
Expansion Close
Day 120
Day 0Pilot Signed — Plant the Expansion Seed Immediately

What to Do

  • Confirm kickoff date and CS handoff in the same conversation as contract signing
  • Ask: "Which facility should we start with — and which one would be next if this goes well?"
  • Get the economic buyer on the kickoff invite — even as an optional attendee
  • Document the pilot success criteria in writing before day one

What to Say

  • "Before we kick off — let's also agree on what success looks like at 90 days so we know exactly what to present to [VP / economic buyer]."
  • "If the pilot delivers on [specific success criteria], what's the natural next facility to bring on board?"
  • "I'd love to get [VP name] on the kickoff call, even briefly — it sets the right tone for where this is going."
Week 1Kickoff — Set the Expansion Frame from the Start

Kickoff Agenda

  • Introductions — rep, CS, champion, any additional stakeholders
  • Review pilot success criteria agreed at signing
  • Technical setup — scanning hardware, file formats, CAD/ERP connections
  • Timeline — when data will be live, first workflows to activate
  • Communication cadence — weekly check-in owner, escalation path
  • Preview: "At 90 days we'll present results to [economic buyer] and scope what's next."

Questions to Ask at Kickoff

  • "Who else in the organization should know this is happening — other plant managers, the IT team, anyone in operations?"
  • "Is there a specific workflow you want to prove out first — engineering, maintenance, or contractor onboarding?"
  • "What does a successful pilot look like to you in your own words — not our criteria, yours?"
  • "Are there other sites already asking for something like this — or are you the first?"
Week 4First Value Check-In — Capture Evidence Early

What to Do

  • Schedule a 30-minute check-in with the champion
  • Ask them to quantify early wins — even small ones — in specific numbers
  • Document every metric: hours saved, site visits avoided, rework caught, time-to-information improved
  • Identify any friction or adoption blockers — fix them before the 90-day QBR
  • Ask who else in the org has heard about the pilot and is watching it

Questions to Ask

  • "What's the most useful thing the platform has done for your team so far — even something small?"
  • "Has anything surprised you — positive or negative?"
  • "Have you had any conversations with other plant managers or your VP about how it's going?"
  • "On a scale of 1–10, how confident are you that the 90-day QBR will show a clear win?"
  • "What would make that a 10?"
Day 90QBR — Convert Pilot Proof into Expansion Mandate

QBR Agenda

  • Pilot results vs. success criteria — slide by slide, number by number
  • ROI achieved — use actual numbers captured during the pilot, not benchmarks
  • What the team said — direct quotes from engineers and ops staff who used it
  • Extrapolation: "If we saw X at one facility, here's what that looks like across five"
  • Proposed expansion: specific facilities, timeline, investment
  • Ask for the expansion decision in the room

Who Must Be in the Room

  • Economic buyer — non-negotiable. If they can't attend, reschedule.
  • Your champion — they present the results, not you
  • CS team lead — signals long-term partnership commitment
  • Any other plant managers or ops leads already interested
  • If possible: a peer reference — another customer on a call for 5 minutes
Day 120Expansion Close — From Pilot to Program

What to Do

  • Present formal expansion proposal within 2 weeks of QBR
  • Scope by site count, storage estimate, and integration requirements
  • Include volume pricing for 5+ and 10+ sites
  • Reference the pilot ROI as the basis for the business case
  • Set a kickoff date for the next two facilities in the proposal

Closing Language

  • "The pilot proved [X ROI] at one facility. At five facilities, that's [5× ROI] annually — against an investment of [price]. The math is straightforward."
  • "Amsted Rail made this same decision — starting with one facility and expanding to 40. We'd like to start your multi-site program with [facilities 2 and 3]."
  • "You've already done the hard part — proving it works in your environment. The expansion is just rolling out what you've already validated."

90-Day QBR Template

Build this deck with your champion — not for them. They present it. You coach them on what to say.

#Slide / SectionContentWho Presents
1Pilot OverviewWhat we set out to do: the facility, the team, the success criteria agreed at kickoff. One slide, no more than 5 bullet points.Champion
2Results vs. CriteriaSide-by-side table — success criteria on the left, actual results on the right. Every metric that was agreed at signing. Green/amber/red status. Use actual numbers captured during the pilot.Champion
3ROI AchievedSite visits eliminated × cost per visit. Rework events caught before construction. Back-modeling hours saved. Total annual value at this facility. Payback period vs. pilot investment. Built from the ROI calculator with their actual numbers.Rep or Champion
4Team Feedback2–3 direct quotes from engineers, maintenance leads, or operations staff who used the platform during the pilot. First-person, specific, unfiltered. "It saved me X hours on the Y project" > "The team found it useful."Champion
5What We LearnedHonest assessment — what worked well, what we'd do differently at the next facility, any technical or adoption lessons. This builds credibility for the expansion ask.Champion + Rep
6Expansion ProjectionIf pilot delivered X at one facility, here is what the platform delivers at 3, 5, and 10 facilities. Show the compounding ROI. Reference Amsted Rail and General Mills as the scale proof. Make the multi-site math impossible to ignore.Rep
7Proposed Next PhaseSpecific facilities to add, priority order, timeline, and investment. Include volume pricing if applicable. Have a kickoff date for the next two facilities already proposed.Rep
8The AskOne clear ask: approve the expansion program for [X facilities] at [investment]. Decision timeline. Next step if yes — kickoff call date already proposed.Rep

Expansion Signals — Watch for These During the Pilot

These are the signals that a pilot is ready to convert to a program. When you see them, accelerate — don't wait for the 90-day QBR.

🟢 Strong Expansion Signals

  • Other plant managers are asking "when do we get this?"
  • The economic buyer mentions the pilot unprompted in another meeting
  • Champion is already identifying the next facility without being asked
  • Engineering or ops team has expanded usage beyond original scope
  • Champion asks about pricing for additional sites mid-pilot
  • IT or security team proactively requests SSO or deeper integration

🔴 Warning Signals — Act Before the QBR

  • Champion has gone quiet — not responding to check-in requests
  • Adoption is low — fewer than 3 active users on a team of 10+
  • The economic buyer hasn't heard any update from the champion
  • Success criteria were not clearly defined — risk of a "soft win" that doesn't convert
  • A competing initiative has absorbed the champion's attention
  • Budget cycle has changed and expansion would need a new approval process

Expansion Talk Tracks

Exact language for the three most common expansion conversations.

Mid-Pilot Check-In

When to Push for Early Expansion Conversation

"I wanted to check in on how things are going — and I also wanted to raise something while we have good momentum. A few things I'm hearing from your team suggest the pilot is going well — [specific positive signal]. That's exactly what we hoped to see. I know the formal 90-day QBR is still [X weeks] away, but I wanted to ask: is there a reason to wait that long before having a conversation with [VP / economic buyer] about what comes next? The teams that move fastest are the ones who bring the expansion conversation to leadership while the pilot momentum is fresh — not 90 days later when other priorities have moved in. Would it make sense to put a 30-minute update on [VP name]'s calendar in the next few weeks — before the formal QBR — just to keep them in the loop?"
At the 90-Day QBR

Closing the Expansion in the Room

"What you've seen today is what one facility looks like. The ROI at one site is [X]. At five sites — which is [facility list] — that's [5X] annually. The pilot already answered the question of whether this works in your environment. It does. The only question now is how quickly you want to scale it. I'd like to propose we move forward with [facilities 2 and 3] as the next phase. The investment is [price]. I've already proposed a kickoff date of [date] — subject to your approval today. What would need to be true for you to approve the expansion in the next two weeks?"
💡 "What would need to be true for you to approve this in the next two weeks?" is the single most important question at a QBR. It forces the economic buyer to name the blocker — or to realize there isn't one.
When the Champion Needs to Sell Internally

Arming the Champion for the Expansion Ask

"Before the QBR, I want to make sure you have everything you need to walk [VP name] through the results confidently. Here's what I'd recommend you cover: [1] start with the success criteria we agreed at kickoff — show them we delivered on what we promised. [2] Use the ROI numbers — [specific figures] — not as a vendor claim but as your team's actual experience. [3] End with the expansion ask yourself — don't let me be the one to make the ask. When it comes from you, it lands differently. I'll have the expansion proposal ready for you to share before the meeting. Would it help to do a quick run-through of the QBR presentation together before you present it to [VP name]?"
💡 The champion presenting the QBR results — not the rep — is the single biggest factor in expansion close rate. Your job is to coach them, not to present for them. The expansion ask from an internal voice lands 3× better than the same ask from a vendor.

Expansion Pricing Reference

Use this to build the expansion investment slide in the QBR deck. Always anchor to pilot ROI before showing multi-site pricing.

Expansion ScopePricing ApproachPositioning Language
2–4 facilitiesStandard platform pricing (~$0.25/GB storage) · Unlimited users · No per-seat costs"Same model as the pilot — you've already seen what the ROI looks like at one site. At three sites, the value compounds without the cost compounding proportionally."
5–9 facilitiesVolume pricing discussion — engage CS + sales leadership for custom proposal"At five facilities, you're building a program — not just deploying software. We'll structure the investment to reflect that and make the internal business case straightforward."
10+ facilitiesEnterprise tier — custom pricing, dedicated CS, QBR cadence, priority support SLA"General Mills runs 20+ plants. Amsted Rail runs 40+ locations. At this scale, we become a strategic infrastructure partner — not a software vendor. The commercial model reflects that."
ERP integration add-onScope integration requirements with CS before pricing — varies by system and depth"If we're connecting to SAP or Maximo at scale, let's scope the integration properly. A deep integration that works perfectly is worth far more than a shallow one that creates friction."

Expansion Reference — How Our Best Customers Grew

Amsted Rail
Heavy Manufacturing · Pilot → 40 Locations

Started with a single facility pilot. 90-day QBR demonstrated clear ROI for engineering and maintenance teams. Economic buyer approved a phased multi-site rollout. Now deployed across 40+ locations on 6 continents — 3.5M sq ft of heavy industrial infrastructure managed on a single platform.

Use this when: prospect is a multi-site manufacturer weighing expansion risk
General Mills
Food & Beverage · Pilot → 20+ Plants

Began with a single plant before standardizing across 20+ North American facilities. The expansion was driven internally by plant managers who saw peer results — not by vendor pressure. A champion-led expansion motion that resulted in enterprise-wide standardization.

Use this when: champion-led internal expansion, F&B vertical, peer-to-peer adoption