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
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
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
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
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
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
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.
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.
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.
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.
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
| Differentiator | What It Means in a Deal |
|---|---|
| Broadest CAD + ERP Integration | No 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-Agnostic | Works 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 Engine | Point 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 Positioning | Unique in market. Norse Ship Management — no major competitor has meaningful maritime deployment. Greenfield competitive territory with no incumbent to displace. |
| Unlimited Users at Every Tier | No 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. |
Sales Process
Six-stage pipeline with exit criteria and MEDDPICC qualification framework.
Pipeline Stages
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
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
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
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
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
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.
| Letter | Element | Definition | The Question to Ask Yourself |
|---|---|---|---|
| M | Metrics | Quantified 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? |
| E | Economic Buyer | The 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? |
| D | Decision Criteria | What 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? |
| D | Decision Process | How 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? |
| P | Paper Process | Legal, 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? |
| I | Identify Pain | Specific, 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? |
| C | Champion | Internal 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? |
| C | Competition | Who 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.
Plants modernized using Prevu3D. Improved engineering workflows, operational efficiency, and plant-level digital transformation at scale across North America.
Locations across 6 continents, 3.5M sq ft. Full digital twin transformation of traditional heavy manufacturing. Flagship multi-site enterprise deployment story.
Reduction in modeling time on a complex water treatment retrofit. Remote validation enabled. Eliminated unnecessary site visits throughout the project lifecycle.
Fire & hazardous materials safety training delivered via immersive 3D digital twin — "gamifying our training efforts." Eliminated unnecessary physical exposure in hazardous environments.
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.
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.
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 Situation | Lead With | Headline to Use | What It Proves |
|---|---|---|---|
| Food & beverage manufacturer, engineering or ops lead | General 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 buyer | Amsted 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 pain | Tetra 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 pain | Port 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 concern | Deutsche 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 prospect | Norse 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 focus | Amsted 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, Saputo | General 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 concern | General 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 buyer | Whichever matches EB's vertical | Provide 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. |
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.
Establish the Pain & Desired Outcome
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.
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.
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:
Quantify the Value & Urgency
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.
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.
Validate Organizational Alignment
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.
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.
Map the Buying Ecosystem
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.
Confirm Investability
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.
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.
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.
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.
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.
The As-Built Gap Opener
The Shutdown Planning Opener
The Data Silo Opener
The Project Timing Opener
Discovery Call Framework
30–45 minutes. You talk 35%, they talk 65%.
Open — Set the Agenda and Earn Permission
Discover — Pain, Urgency, and Numbers
Start broad, go specific. Use silence. Never interrupt.
Qualify and Close on Next Step
Follow-Up & Re-Engagement Calls
The Stakeholder Access Call
The Pattern Interrupt Re-Engagement
The Stuck Deal Unstick Call
Closing Calls
Closing for the Pilot or Full Commitment
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.
The Modeling Time Hook
The Shutdown Hook
The Integration Hook
The Re-Engagement Voicemail
LinkedIn Scripts
Connection requests, DMs, and InMails. Under 5 lines. One specific reason for reaching out. One ask.
Engineering Champion
Operations / Maintenance Lead
Soft Opener
Cold Outreach
Warm Outreach
When the Prospect Goes Cold
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)
First Touch — Lead with the project
Subject: [Company] [Project Name] — eliminating the as-built gap
Second Touch — The cost of rework
Subject: The cost of discovering this during construction
Third Touch — Peer proof
Subject: How Tetra Tech handled this
Breakup
Subject: Closing the loop on [Company]
Sequence 2 — Shutdown Planning Trigger (3-Touch · 10 Days)
First Touch
Subject: Before your next shutdown — [Company]
Second Touch — Safety angle
Subject: Contractor coordination failures during shutdowns
Breakup
Subject: Last note from Prevu3D
Sequence 3 — ERP Implementation Trigger (3-Touch · 12 Days)
First Touch — ERP integration window
Subject: While you're building out [SAP / Maximo / AVEVA]
Second Touch
Subject: The gap most [SAP / Maximo] implementations leave
Breakup
Subject: Last note on the [SAP / Maximo] integration
Sequence 4 — Cold Outbound Engineering Champion (4-Touch · 18 Days)
First Touch
Subject: How much of your week is spent on things that should already be documented?
Third Touch — ROI hook
Subject: 50% less back-modeling in Revit
Breakup
Subject: Last one from me
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.
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?"
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."
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."
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."
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."
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."
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."
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."
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?"
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.
Customer Proof & Reference Stories
Know these stories cold. The right reference at the right moment is more powerful than any feature comparison.
General Mills
Food & Beverage · 20+ PlantsGeneral 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.
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.
Improved engineering throughput and plant-level digital transformation at scale across North America. Multi-plant standardization without replacing existing scanning hardware or ERP systems.
Amsted Rail
Heavy Manufacturing · 40+ Locations · 6 ContinentsAmsted 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.
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.
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.
Tetra Tech
Engineering · AEC · EPC · 97% Modeling Time ReductionTetra 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.
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.
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.
Port of Montreal
Ports & Logistics · Safety Training · Hazardous EnvironmentsThe 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.
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.
"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.
Deutsche Bahn
Transportation & Infrastructure · DACH · EnterpriseDeutsche 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.
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.
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.
Norse Ship Management
Maritime · Ship Management · Unique in MarketNorse 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.
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.
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.
Quick Reference — Which Story to Use When
| Situation | Lead With | Headline |
|---|---|---|
| F&B or consumer goods, multi-plant | General Mills | "20+ plants on Prevu3D — improved engineering throughput without replacing existing scanning equipment." |
| Multi-site manufacturing, C-suite or VP | Amsted Rail | "40 locations, 6 continents, 3.5M sq ft — standardized their entire asset intelligence program on Prevu3D." |
| AEC/EPC, engineering champion, Revit workflow | Tetra Tech | "97% reduction in modeling time on a complex water treatment retrofit. Remote validation eliminated unnecessary site visits." |
| Operations or safety lead, hazardous environment | Port 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 concern | Deutsche 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 management | Norse Ship Management | "Ship-board asset management — no major competitor has meaningful maritime deployment. We own this vertical." |
| Scale objection on the table | Amsted 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 concern | Deutsche 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 presentation | Match to economic buyer's vertical | Give champion the reference most relevant to their economic buyer's world — in their language, not engineering language. |
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.
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.
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.
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.
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.
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.
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.
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.
Pre-Demo Prep Checklist
Do this before every demo — not during it.
| Before the Demo | Why It Matters |
|---|---|
| Re-read your discovery notes | Every feature you show should connect to something they said. If you can't connect it, don't show it. |
| Know their CAD tool | Showing Revit to a MicroStation user is a missed connection. Confirm before you open your screen. |
| Know their ERP / CMMS | Name SAP or Maximo specifically — not generic "ERP integration." Specificity builds credibility. |
| Know who's in the room | Engineering champion only? Or economic buyer also present? Adjust your module order accordingly. |
| Pick the right reference customer | Know which story to use before the call — don't figure it out on the fly. |
| Have the pilot scoping ready | Know which facility you'll recommend for the pilot and have a rough $3K scoping ready to propose at the close. |
| Confirm the next stakeholder | Who 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 Room | Always Show | Add If Relevant | Skip |
|---|---|---|---|
| Engineering Champion only | Module 1 (3D Environment) + Module 2 (RealityConnect™) | Module 4 (Fusion) if they capture with multiple methods | Module 3 (RealityTwin™) — ops layer not their priority |
| Operations & Maintenance Lead only | Module 1 (3D Environment) + Module 3 (RealityTwin™) | Module 4 (Fusion) if facility changes frequently | Module 2 (CAD plugins) — not their tool set |
| DX Sponsor / IT Lead only | Module 1 (3D Environment) + Module 4 (Fusion) | Module 3 (RealityTwin™) ERP integration story | Module 2 (CAD plugins) — not their primary concern |
| Economic Buyer / C-Suite only | Module 1 (3D Environment — brief) + reference customer stories | ROI Calculator walkthrough with their numbers | All deep technical modules — this audience wants outcomes, not workflows |
| Mixed room: Engineering + Ops | Module 1 + Module 2 + Module 3 | Module 4 if relevant | Keep it tight — 45 min max for a mixed room |
| Full buying committee present | Module 1 + one module per persona | Reference customer stories matched to economic buyer's vertical | Deep technical workflows — read the room and adjust |
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
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.
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.
| # | Section | Purpose | Key Guidance |
|---|---|---|---|
| 1 | Executive Summary | The economic buyer reads this first — or only | One 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. |
| 2 | Situation Analysis | Demonstrates you listened during discovery | Mirror 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. |
| 3 | Proposed Solution | Match the product to the problem, not the catalog | Describe 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. |
| 4 | Business Case & ROI | The section the CFO and economic buyer turn to first | Build 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. |
| 5 | Proof & References | Reduce perceived risk with verifiable peer evidence | Choose 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 |
| 6 | Investment & Pricing | Clear, simple, anchored to value not features | Present 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. |
| 7 | Implementation Timeline | Make the path from yes to live feel achievable | Week 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. |
| 8 | Mutual Close Plan | A clear next step for every stakeholder | Every 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. |
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.
- 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
- 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
- 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
| Competitor | Their Pricing Model | Our Advantage |
|---|---|---|
| Hexagon RCS | Per-seat from $20/month — adds up fast across large teams | Unlimited users, no per-seat friction. Rolling out to 500 users doesn't trigger a pricing conversation. |
| NavVis | Per-seat licensing + hardware requirement (VLX3) | No hardware cost, no per-seat cost. Customer uses their existing scanners and their existing team size. |
| Matterport | Per-seat per-month, tiered by space count | Industrial use case not supported regardless of price — not a real competitor at this level. |
| Cintoo | Enterprise pricing, volume-based | Comparable model, but Prevu3D's operational integrations and CAD plugin ecosystem deliver more value at equivalent investment. |
New Rep Onboarding
30-60-90 day ramp plan. Focus on product mastery, pipeline building, and first win.
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
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
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
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.
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."
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?"
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?"
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
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 / Section | Content | Who Presents |
|---|---|---|---|
| 1 | Pilot Overview | What we set out to do: the facility, the team, the success criteria agreed at kickoff. One slide, no more than 5 bullet points. | Champion |
| 2 | Results vs. Criteria | Side-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 |
| 3 | ROI Achieved | Site 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 |
| 4 | Team Feedback | 2–3 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 |
| 5 | What We Learned | Honest 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 |
| 6 | Expansion Projection | If 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 |
| 7 | Proposed Next Phase | Specific 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 |
| 8 | The Ask | One 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.
When to Push for Early Expansion Conversation
Closing the Expansion in the Room
Arming the Champion for the Expansion Ask
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 Scope | Pricing Approach | Positioning Language |
|---|---|---|
| 2–4 facilities | Standard 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 facilities | Volume 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+ facilities | Enterprise 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-on | Scope 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
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.
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.