Executive Summary · Confidential

ProPlum Network

The AI Phone Company & Marketing Department for the Trades
America's plumbing, HVAC, and roofing businesses run on their phones — and roughly a quarter of inbound calls go unanswered. Every missed call is a $250–$25,000 ticket walking to whoever picked up. ProPlum answers every call with an AI dispatcher, ports the business's phone number onto our platform, and compounds four revenue lines from a single account. We are not selling software. We are replacing the phone company.
4.3 mo
CAC Payback
(SaaS avg 12–18)
$2,726/mo
Per Mature Account
~$33K/yr · 65–70% GM
135,700
Employer Firms
(SAM · model uses 1%)
~$177.6M
Year-3 Target Exit
@ 4x ARR run-rate

1 The Problem — Revenue Leaks at the Ring

Home-services contractors lose a quarter of inbound calls to voicemail, hold time, and after-hours rings (industry call-tracking benchmarks). At a plumbing company that is a $250–$800 service call; at a roofing company it is an $8,000–$25,000 replacement. Meanwhile the agencies selling them "marketing" sell impressions and dashboards — nobody owns the one moment revenue actually happens: the phone call. And the contractor's own customer list — homeowners who already paid once — sits untouched for years.

We make the invisible loss visible before we ask for anything. Our Missed-Call Calculator turns a contractor's own numbers into a dollar figure in 60 seconds — the same interactive utilities double as defensible SEO assets that survive search-engine spam updates.

2 Why Now — The 24–36 Month Land Grab

In the last 24 months, AI voice crossed the line where callers can't reliably tell the difference. The trades are the largest remaining phone-first category with no AI-native layer — fragmented, offline, and underserved by software built for offices. The moat forms in this window: a contractor's phone number is their oldest marketing asset, printed on every truck, yard sign, and Google profile. Once the number is ported, leaving means changing it everywhere. Businesses do not change their number twice — whoever ports first, keeps the account.

3 What We Are — Four Revenue Lines, One Account

ProPlum is an AI-first telecommunications and marketing partner built exclusively for plumbing, HVAC, and roofing contractors. We do not sell software seats. We replace the client's phone company, answer every call with an AI dispatcher, own their search presence, and run their ads on a white-label Plai AI engine — one metered vendor relationship, four revenue lines.

Base — PBX + AI Voice AgentThe phone company. Every call answered, every lead captured. $199 setup + $49/line/mo + usage metered per second at a $0.20/min floor.
Upgrade 1 — Lever AISearch-everywhere visibility (SEO/AEO/GEO) so the contractor is found and cited by Google and the AI answer engines. Monthly subscription.
Upgrade 2 — Plai White-Label AdsOur brand, Plai's AI campaign engine. 10% of ad spend on managed tiers.

4 The Moat — Why Accounts Don't Leave

Ported numbers are the hardest switching cost in local services. Leaving ProPlum means reprinting the trucks, the yard signs, and the Google profile — and retraining five years of customers to dial a new number. Usage-based billing grows automatically with the client's business, with zero new selling. And every upgrade line we attach raises the switching cost of every other line: the phone company, the search presence, and the ad engine all live in one relationship. $8K–$15K in sticky baseline ARR per account, before expansion.

5 Go-To-Market — Hook, Keep, Grow

We never ask a contractor to switch vendors on faith. We prove ROI in two weeks with their own money, then expand.

Hook — The Door-Opener A $497 reactivation campaign targets the contractor's "dead" 1-to-5-year-old customer list and generates $30K–$50K in immediate pipeline — a 60–100x ROI at 80–90% gross margin. No migration, no risk, and it earns the right to expand.
Keep — The Moat We port their numbers to our PBX ($199 setup + $49/line/month + metered floor at $0.20/min), embedding into critical operations. Every retained client is $8K–$15K in highly sticky baseline ARR.
Grow — Expansion Layer on high-margin localized SEO/AEO (Lever AI), then white-label Plai ads at 10% of ad spend on managed tiers. A fully mature blended account (2-line base + Lever AI LAUNCH + Plai GROWTH) yields $2,726/mo (~$33K/yr) at 65–70% gross margins.

6 Traction — Live Today, Not on a Roadmap

AI dispatcher live in production
"Sam" answers and triages real business calls on production telephony infrastructure today — not a demo environment.
Flagship partner live in roofing
U.S. Shingle (Tampa) — our highest-ticket vertical — running the platform in production with the production foreman as champion.
Proprietary data assets built
200-city local knowledge base; 931+ licensed contractor records and growing; lead-capture calculators deployed and capturing.
Telco infrastructure owned
PBX, number porting, and per-second usage metering built and operating on our own stack — the moat is code, not a reseller contract.

7 3-Year Financials — Diligence-Proof by Design

The model targets 1% of the serviceable employer market (1,357 accounts) over 36 months — no heroics required, 99% of the market left on the table.

Year 1
80
Accounts
$0.22M Exit MRR
~$0.98M Annual Revenue
Year 2
360
Accounts
$0.98M Exit MRR
~$6.50M Annual Revenue
Year 3
1,357
Accounts
$3.70M Exit MRR
~$25.26M Annual Revenue

Sales economics: a 50/50 AE call center ($120K OTE = $60K base + $60K commission), commission paid only on new ARR — the installed base compounds with zero recurring sales cost.

Sales MetricValue
Quota per rep$600K ARR/rep (5x OTE)
CAC per account~$7,545
Gross profit per account-year~$21,263
CAC Payback~4.3 months (SaaS average: 12–18)

That dynamic scales overall contribution margin to 35% by Year 3.

8 Exit — What an Acquirer Buys

By end of Year 3, ProPlum is positioned for acquisition on predictable, contracted recurring revenue protected by structural moats.

Target Exit Value
~$177.6M
Standard 4x multiple of the $44.4M Year-3 ARR run-rate. Supported by ported-number telecom stickiness, sub-1% logo churn, 65% blended gross margins, and ~$27.6M in forward contribution profit. Stress-test ("ladder-lite" at $1,500/mo average): still a ~$97.6M exit.

9 The Ask

The Opportunity

We are raising [$ AMOUNT] via [SAFE / equity / revenue share] to fund the next [18] months: [AE pod to 6 reps · telco infrastructure at scale · roofing-market expansion].

Milestones this round buys: 80 accounts and $0.22M exit MRR by month 12, the Tampa roofing playbook replicated to 5 markets, and a ported-number base no competitor can dislodge without a decade of reprinting.

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ProPlum Network · Executive Summary · Confidential — for internal and investor review. Model basis: 135,700 employer establishments (US Census), 1% penetration = 1,357 accounts, blended $2,726/mo per mature account, 65% blended gross margin, 50/50 AE call-center cost model. "Roughly a quarter of inbound calls unanswered" reflects industry call-tracking benchmarks. Assumptions stated are model outputs, not GAAP projections.