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Generated Oct 26, 2026
  1. Programmable
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growth playbook · Oct 26, 2026

prokeep.com (opens in a new tab)

Prokeep growth playbook

Diagnosis

Prokeep (Series A, 8,000+ distributor locations) is repositioning from a texting platform to an AI Order Engine and is now building a dedicated SMB motion: a Demand Generation Manager to own SMB new-logo pipeline through email, SDR outbound, events and ABM in HubSpot and Unify, and an SMB Customer Success Manager for adoption and renewal.

The site is behind that plan: 20 of 26 buying-group partner pages still pitch the old texting product with a 2022 webinar and no member offer, the pricing page tells small distributors both that dedicated success needs five locations and that every account gets it, and there is no price or trial.

This playbook rebuilds the buying-group pages as the SMB landing pages, clears up SMB pricing and support, and gives SDRs local and webinar triggers first, then adds ERP-based plays, pilots, a missed-order audit, seasonal campaigns and a fast first win for new customers, with self-serve, a speed benchmark and a formal buying-group channel as big bets.

Growth Score

7/10

Biggest Opportunity

Buying groups and associations already bring Prokeep to thousands of independent distributors; current pages, member pricing and ABM plays per group can make them the SMB pipeline engine.

Biggest Risk

Pepper, Conexiom and Proton.ai sell AI order tools to the same distributors, and small buyers who cannot see a price, a trial or a current message will try the vendor that makes buying easier.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Turn the 26 buying-group partner pages into the SMB pipeline's landing pages

    Rewrite the IMARK page on the VIPAR model and add its member offer this week.

    High impact First result in 1 month
  2. 2

    Tell small distributors on the pricing page exactly what they get

    Fix the "min. 5 locations" contradiction today.

    High impact First result in 1 month
  3. 3

    One set of headline numbers across the site and job posts

    List every page with a headline number.

    Medium impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 5Big bets · 8Fill-ins · 5Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Prokeep is hiring a Demand Generation Manager to own SMB new-logo pipeline and build an SMB ABM motion. Independent distributors are organised in buying groups and associations, and Prokeep has 26 partner pages for them. But 20 of those pages still pitch "Sales and Customer Experience software" for text messaging, 15 offer a "Top 5 Prokeep Features of 2022" webinar, and only the VIPAR page shows a member discount, even though pricing includes a "Buyer/Trade Group Discount". A member of IMARK, Blue Hawk or Pioneer who clicks through sees the product from three years ago and no reason to act.

    High impactLow effort First result in 1 month Demand Generation Marketing M…

    First action

    Rewrite the IMARK page on the VIPAR model and add its member offer this week.

    How to measure it

    Demo requests tagged to a buying group

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Rank the groups

      By member count in the SMB segment and current Prokeep customers.

      Demand Generation Marketing Manager, SMB 2 days

    2. 2

      Confirm offers

      Member discount or rebate for each group.

      Partnerships Manager 1 week

    3. 3

      Build the template

      Order Engine message, offer, member story, newest webinar, tagged form.

      Web Manager 3 days

    4. 4

      Rewrite the top ten

      Starting with the 15 that feature the 2022 webinar.

      Content Marketing Manager 1 week

    5. 5

      Launch ABM segments

      One HubSpot list and Unify play per group.

      Demand Generation Marketing Manager, SMB 1 week

    6. 6

      Co-send

      One email per group, signed by the group where possible.

      Partnerships Manager 2 weeks

    7. 7

      Report

      Pipeline by group, weekly.

      Revenue Operations weekly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Rewrite one page with a member offer and run one co-branded email.

    Why it works

    Rebuild the pages on one template: the Order Engine message (quotes in under 60 seconds, Order Pro, Growth Hub), the member discount stated plainly, one case study from a member of that group, the newest webinar, and a demo form tagged with the group. Then run each group as an ABM segment in HubSpot and Unify: an email from Prokeep and the group, SDR calls to members visiting the page, and a booth at the group's next meeting.

    Buying groups are where small independents look for vetted vendors, and a member price plus a peer story is the lowest-friction start for an SMB deal. The pages already exist and are linked from the partners menu, so this is a rewrite, not a new channel.

    Ready to use

    ChecklistPartner page rebuild list

    [ ] Order Engine headline and three proof numbers
    [ ] Member discount or rebate stated plainly
    [ ] One case study from a member of this group
    [ ] Newest webinar replaces the 2022 one
    [ ] Demo form tagged with the group
    [ ] HubSpot list + Unify play for the group
    [ ] Co-branded email date agreed

    Risks and how to handle them

    • Groups slow to approve copy

      Publish the Prokeep side first and add co-branding later.

    • Offers differ by group

      Show "member pricing available" and let the form capture the group.

    Evidence

    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websiteAssociation and buying-group partner pages (26 under /partners/, checked October 23, 2026): 20 still describe Prokeep as "Sales and Customer Experience software" focused on "efficient, effective text messaging", and 15 feature the "Top 5 Prokeep Features of 2022" webinar as their on-demand content. Only the VIPAR page offers "a special member discount + rebate!" with an "Activate your Discount" button; pages for groups such as IMARK, Blue Hawk, Pioneer, NetPlus, Sphere 1 and ASA have no member offer. The HARDI, NAW, AED and AD pages use the Order Engine message.Source
    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
  • 02

    The pricing page says the Pro tier's dedicated success team needs at least five locations, then says every account gets a dedicated team. There are no prices and no free trial. A one- to four-branch distributor, the segment Prokeep is now hiring a demand-gen manager and a CSM for, cannot tell what it would pay or what support it would get.

    High impactLow effort First result in 1 month Vice President of Marketing

    First action

    Fix the "min. 5 locations" contradiction today.

    How to measure it

    Pricing-page demo conversion

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Agree what SMB gets

      Support model and onboarding.

      Senior Director of Customer Success Management 2 days

    2. 2

      Agree "from" prices

      Per branch for Basic and Pro.

      Vice President of Marketing 1 week

    3. 3

      Write the block

      Price, support, member discount.

      Content Marketing Manager 1 day

    4. 4

      Build the calculator

      Missed orders x order value.

      Web Manager 3 days

    5. 5

      Publish

      And fix the footnote.

      Web Manager 1 day

    6. 6

      Measure

      Demo rate by company size.

      Revenue Operations monthly

    First result
    1 month
    Cost
    $0
    Owner
    Vice President of Marketing

    Smallest test

    Fix the footnote and add one sentence on SMB support.

    Why it works

    Add a short "For 1-4 branch distributors" block: a "from" price per branch for Basic and Pro, what SMB customers get (a named SMB success manager, onboarding, first campaign built with them), and the member discount. Remove the contradiction. Put the $78,000 missed-orders example next to it as a one-field calculator.

    Small owners decide on price and support more than features; clear answers before the call raise demo requests and shorten deals.

    Risks and how to handle them

    • Prices anchor negotiations

      Show "from" prices only.

    Evidence

    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • HiringCustomer Success Manager, SMB (United States, posted October 9, 2026): the "primary face of the company for our SMB sized customers after the initial sale", responsible for "adoption, ongoing nurturing, platform optimization, renewal, and identifying expansion"; runs "strategic success plans", monitors "account health indicators", forecasts renewals and holds "regular Business Reviews". Distribution industry experience preferred.Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
  • 03

    The homepage says "8,700+ distributors" and "20 million orders"; job posts say "8,000+ distributor locations" and "3 million contractors"; the funding release says "8,500 distributor locations", "3.5 million tradespeople" and "20 million conversations"; the contractor map says "1+ Million Contractors". Distributor owners compare vendors on facts.

    Medium impactLow effort First result in 2 weeks Content Marketing Manager

    First action

    List every page with a headline number.

    How to measure it

    Homepage demo conversion

    Now
    –
    Target
    +5%
    By
    60 days

    Steps

    1. 1

      Find the numbers

      Site, job posts, decks.

      Content Marketing Manager 1 day

    2. 2

      Agree current values

      With RevOps and finance.

      Revenue Operations 1 day

    3. 3

      Replace

      Homepage and partner pages.

      Web Manager 1 day

    4. 4

      Update job posts

      Company description.

      Recruiting 1 hour

    5. 5

      Update decks

      Sales and partner decks.

      Content Marketing Manager 1 day

    6. 6

      Refresh

      Quarterly.

      Content Marketing Manager quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Content Marketing Manager

    Smallest test

    Make the homepage and job posts agree.

    Why it works

    Agree current, dated numbers (locations, users, contractors, orders, revenue processed) and use them everywhere: homepage, pricing, partner pages, job posts, decks.

    Consistent proof builds trust, and a single source stops drift as the numbers grow.

    Risks and how to handle them

    • Numbers change often

      Use "+" figures with a date.

    Evidence

    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
    • HiringCompany description in both posts: "Trusted by 8,000+ distributor locations and 40,000+ users, Prokeep makes it easy for over 3 million contractors, technicians, plumbers, electricians, mechanics" to order parts; "Built for the $100+ billion distribution market"; "recently secured a $25M Series A". Headquarters in New Orleans.Source
    • Your websiteSeries A press release (November 12, 2024): $25 million led by Dahlia Equity Partners to "expand its demand generation capabilities"; "more than 8,500 distributor locations", "more than $11 billion in orders", "more than 3.5 million tradespeople", insights from "more than 60 million messages".Source
    • Your websiteContractor SMS Map: "1+ Million Contractors are texting distributors that use Prokeep"; "Use this map to see how many contractors are texting in your area"; the page still describes the product as a "Conversation Hub" and "Broadcast Text Messaging". The Customer Spotlights page introduces "Prokeep's Customer Experience Management Software".Source
  • 04

    Prokeep's map shows how many contractors are texting distributors in an area. For an SMB owner, "X contractors within 20 miles are already texting your competitors" is a stronger opener than any feature, and the new role must keep SDR outbound running every week.

    High impactLow effort First result in 1 month SDR Manager

    First action

    Pull counts for 50 target branches.

    How to measure it

    Sequence reply rate

    Now
    –
    Target
    +40%
    By
    60 days

    Steps

    1. 1

      Export counts

      By ZIP or metro.

      Revenue Operations 3 days

    2. 2

      Add field

      Contact and company in HubSpot.

      Revenue Operations 1 day

    3. 3

      Write sequence

      Three touches.

      Demand Generation Marketing Manager, SMB 2 days

    4. 4

      Run

      200 target branches.

      SDR Manager 2 weeks

    5. 5

      Compare

      Against current sequence.

      Demand Generation Marketing Manager, SMB 2 weeks

    6. 6

      Scale

      To all SMB targets.

      Demand Generation Marketing Manager, SMB monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    SDR Manager

    Smallest test

    Send 50 emails with the local count.

    Why it works

    Pull the map count for each target branch's area into HubSpot as a field, write a three-touch SDR sequence around it (count, local customer story, missed-orders math), and use it in email subject lines.

    Local, specific numbers lift reply rates far above generic outreach, and the data already exists.

    Risks and how to handle them

    • Counts too low in rural areas

      Use the wider region or state.

    Evidence

    • Your websiteContractor SMS Map: "1+ Million Contractors are texting distributors that use Prokeep"; "Use this map to see how many contractors are texting in your area"; the page still describes the product as a "Conversation Hub" and "Broadcast Text Messaging". The Customer Spotlights page introduces "Prokeep's Customer Experience Management Software".Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
  • 05

    The on-demand "Quote in Seconds" webinar (URL /oa-smb-webinar) is aimed at SMB distributors and says fast quotes are "50% more likely to win the order". Viewers who give their details are the warmest SMB leads Prokeep has.

    High impactLow effort First result in 1 month SDR Manager

    First action

    Count last month's recording viewers and how many were called.

    How to measure it

    Viewer-to-meeting rate

    Now
    –
    Target
    15%
    By
    60 days

    Steps

    1. 1

      Set the trigger

      Recording view workflow.

      Revenue Operations 1 day

    2. 2

      Write the offer

      Quote your own order.

      Demand Generation Marketing Manager, SMB 1 day

    3. 3

      Call

      Within 24 hours.

      SDR Manager ongoing

    4. 4

      Prepare demos

      Sample quotes from their files.

      Sales Engineer Manager ongoing

    5. 5

      Track

      Views to meetings.

      Revenue Operations weekly

    6. 6

      Repeat

      For each new webinar.

      Demand Generation Marketing Manager, SMB monthly

    First result
    1 month
    Cost
    SDR time
    Owner
    SDR Manager

    Smallest test

    Call last week's viewers.

    Why it works

    Trigger a HubSpot workflow on each recording view: SDR call within 24 hours, offering a 20-minute session where Order Automation quotes one of the prospect's own recent PDFs or emails. Track views to meetings weekly.

    Showing the product on the prospect's own order is the most persuasive demo, and speed matters most right after the webinar.

    Risks and how to handle them

    • Prospects will not share files

      Use a sample from their trade.

    Evidence

    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
  • 06

    The homepage and job posts describe an AI-powered Order Engine, but the Customer Spotlights page still introduces "Customer Experience Management Software", the Contractor SMS Map talks about a "Conversation Hub", and the AI order-automation webinar page still shows two draft versions of its own subtitle.

    Medium impactLow effort First result in 2 weeks Content Marketing Manager

    First action

    Remove the draft subtitle from the webinar page.

    How to measure it

    Content-page demo clicks

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      List pages

      Top 30 by visits.

      Content Marketing Manager 1 day

    2. 2

      Rewrite intros

      Order Engine story.

      Content Marketing Manager 3 days

    3. 3

      Fix drafts

      Webinar subtitle.

      Web Manager 1 hour

    4. 4

      Add links

      Order Pro and Growth Hub.

      Web Manager 1 day

    5. 5

      Check partner pages

      Covered by idea 1.

      Content Marketing Manager 1 day

    6. 6

      Measure

      Demo clicks.

      Revenue Operations monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Content Marketing Manager

    Smallest test

    Update the spotlights intro today.

    Why it works

    List the 30 most-visited pages from HubSpot, update intros and calls to action to the Order Engine story, remove the leftover draft text, and add an "Order Pro" link to each.

    SMB prospects arrive through spotlights, resources and webinars more than the homepage, and mixed messages slow their decision.

    Risks and how to handle them

    • Losing older search terms

      Keep "business texting" as a secondary phrase.

    Evidence

    • Your websiteContractor SMS Map: "1+ Million Contractors are texting distributors that use Prokeep"; "Use this map to see how many contractors are texting in your area"; the page still describes the product as a "Conversation Hub" and "Broadcast Text Messaging". The Customer Spotlights page introduces "Prokeep's Customer Experience Management Software".Source
    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source

This quarter 10

The core plays for the next three months.

  • 07

    Prokeep partners with the P21 and Eclipse user groups and its AI order-automation webinar speaks to buyers on "P21, Eclipse, DDI". The new role must "Use AI to identify the contacts and companies most ready for a sales call". ERP is the strongest fit signal for order automation.

    High impactMedium effort First result in 1 quarter Demand Generation Marketing M…

    First action

    Tag 500 SMB targets by ERP.

    How to measure it

    ERP-play opportunities

    Now
    –
    Target
    30 a month
    By
    2 quarters

    Steps

    1. 1

      Gather ERP data

      Sources above.

      Revenue Operations 2 weeks

    2. 2

      Build segments

      In Unify.

      Demand Generation Marketing Manager, SMB 1 week

    3. 3

      Make ERP demos

      Short videos per ERP.

      Sales Engineer Manager 2 weeks

    4. 4

      Write sequences

      Per ERP.

      Demand Generation Marketing Manager, SMB 1 week

    5. 5

      Run

      With SDRs.

      SDR Manager ongoing

    6. 6

      Report

      Pipeline by ERP.

      Revenue Operations weekly

    First result
    1 quarter
    Cost
    Data tools in place
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Run one P21 sequence to 100 distributors.

    Why it works

    Build Unify segments of SMB distributors by ERP (from integration lists, user-group membership, job posts naming the ERP), add website and webinar signals, and run ERP-specific sequences showing a quote landing in that ERP.

    A message that shows the buyer's own system wins attention, and ERP fit predicts implementation speed.

    Risks and how to handle them

    • ERP data incomplete

      Ask in the first SDR touch.

    Evidence

    • Your websitePartner pages include the Prophet 21 and Eclipse ERP user groups (P21WWUG, Eclipse Users Group), and the integrations section lists 18 integrations; the order-automation webinar is aimed at buyers on "P21, Eclipse, DDI, or anything else".Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
  • 08

    The SMB role includes "some events", and buying groups hold member shows where independents meet vendors. Booth traffic alone rarely becomes SMB pipeline.

    High impactMedium effort First result in 1 quarter Demand Generation Marketing M…

    First action

    List next year's buying-group shows.

    How to measure it

    Pipeline per $1 of show spend

    Now
    –
    Target
    5x
    By
    3 quarters

    Steps

    1. 1

      List shows

      With dates and costs.

      Demand Generation Marketing Manager, SMB 1 week

    2. 2

      Pick shows

      Highest member fit.

      Vice President of Marketing 1 week

    3. 3

      Pre-book

      Email and SDR outreach.

      SDR Manager 3 weeks before

    4. 4

      Booth demo

      Own-order quotes.

      Sales Engineer Manager per show

    5. 5

      Follow up

      Within 48 hours.

      SDR Manager per show

    6. 6

      Score

      Meetings and pipeline.

      Revenue Operations per show

    First result
    1 quarter
    Cost
    Existing event budget
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Pre-book ten meetings for one show.

    Why it works

    For each group show: email members three weeks before with the member offer, have SDRs book 15-minute meetings, demo Order Automation on a member's own order at the booth, and follow up within 48 hours. Score shows on meetings and pipeline per dollar.

    Pre-booked meetings and member pricing turn event spend into measurable pipeline.

    Risks and how to handle them

    • Member lists not shared

      Use the group's email with co-branding.

    Evidence

    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websiteAssociation and buying-group partner pages (26 under /partners/, checked October 23, 2026): 20 still describe Prokeep as "Sales and Customer Experience software" focused on "efficient, effective text messaging", and 15 feature the "Top 5 Prokeep Features of 2022" webinar as their on-demand content. Only the VIPAR page offers "a special member discount + rebate!" with an "Activate your Discount" button; pages for groups such as IMARK, Blue Hawk, Pioneer, NetPlus, Sphere 1 and ASA have no member offer. The HARDI, NAW, AED and AD pages use the Order Engine message.Source
    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
  • 09

    The FAQ answers "Is there a free trial?" with "Not currently" and points to 98% retention. SMB owners rarely buy software without trying it, and rivals such as Text Request sell self-serve to small businesses.

    High impactMedium effort First result in 1 quarter Vice President of Marketing

    First action

    Define the pilot scope and success measure.

    How to measure it

    Pilots converting

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Define scope

      One branch, two features.

      Product Manager 2 weeks

    2. 2

      Set pricing

      Fee credited on conversion.

      Vice President of Marketing 1 week

    3. 3

      Build onboarding

      Day 1 to day 30.

      Senior Director of Customer Success Management 2 weeks

    4. 4

      Offer

      On pricing and in SDR plays.

      Demand Generation Marketing Manager, SMB 1 week

    5. 5

      Run

      First 20 pilots.

      Customer Success Manager, SMB 1 quarter

    6. 6

      Review

      Conversion and retention.

      Revenue Operations quarterly

    First result
    1 quarter
    Cost
    Onboarding time
    Owner
    Vice President of Marketing

    Smallest test

    Offer a pilot to five SMB prospects.

    Why it works

    Offer a 30-day paid-or-credited pilot for one branch: Order Automation and one Growth Hub campaign set up by Prokeep, with an agreed success measure (quotes sent, orders from the campaign). Convert at day 30 with the pilot fee credited.

    A structured pilot removes risk for the buyer and gives Prokeep a proof point, without a free tier.

    Risks and how to handle them

    • Pilots stall

      Fix a success meeting on day 15.

    Evidence

    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • Competitor researchRivals' own homepages: Pepper, an "AI-first platform" that "helps independent distributors compete, scale, and win"; Conexiom Relay "automates RFQs, orders, VOAs and invoices"; Proton.ai, "the AI industry cloud platform built just for distributors" (orders, catalog, eCommerce, sales opportunities); Text Request, "business texting software for small businesses".Source
    • Your websitePricing page case studies: J.J. Nichting went from about $5,000 to $242,000 from one campaign ("a nearly 5,000% increase"); Green Mountain Electric Supply "Purchases were up year-to-date 142%"; Johnstone Spartanburg event-day revenue went from "about $33k" to "between $60k and $100k" with "one campaign, that takes a few minutes to create and send".Source
  • 10

    Prokeep says a branch missing three orders a week loses about $78,000 a year, and Order Automation turns PDFs, emails and texts into quotes in under 60 seconds. SMB owners do not know how many orders they miss.

    High impactLow effort First result in 1 quarter Demand Generation Marketing M…

    First action

    Run the audit for three existing prospects by hand.

    How to measure it

    Audit requests

    Now
    –
    Target
    50 a month
    By
    2 quarters

    Steps

    1. 1

      Design report

      Three numbers.

      Product Manager 1 week

    2. 2

      Set intake

      Forwarding address and privacy terms.

      Revenue Operations 1 week

    3. 3

      Run by hand

      First 20.

      Sales Engineer Manager 1 month

    4. 4

      Promote

      Email, SDR and partner pages.

      Demand Generation Marketing Manager, SMB ongoing

    5. 5

      Automate

      Report generation.

      Product Manager 1 quarter

    6. 6

      Measure

      Audit to demo to close.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Sales engineer time
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Offer the audit in one email.

    Why it works

    Offer an audit: the distributor forwards a week of order emails and PDFs; Prokeep returns a short report with how many it would have quoted, the time saved and the estimated orders at risk. Use it as the main SMB offer in email and on partner pages.

    A personal report with their own numbers is the strongest SMB offer, and it starts the demo with real data.

    Risks and how to handle them

    • Privacy worries

      Delete files after the report and say so.

    Evidence

    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
  • 11

    Prokeep's best results are campaigns: Johnstone Spartanburg's event days went from about $33k to $60-100k, J.J. Nichting's inspections campaign made $242,000. The industry pages cover HVAC, electrical, plumbing and truck parts, each with its own season.

    High impactMedium effort First result in 1 quarter Demand Generation Marketing M…

    First action

    Map one campaign per trade per quarter.

    How to measure it

    Seasonal campaign opportunities

    Now
    –
    Target
    20 per campaign
    By
    2 quarters

    Steps

    1. 1

      Build calendar

      Trade by season.

      Demand Generation Marketing Manager, SMB 1 week

    2. 2

      Write templates

      Customer text examples.

      Content Marketing Manager 2 weeks

    3. 3

      Match stories

      One case study per trade.

      Content Marketing Manager 2 weeks

    4. 4

      Run emails

      HubSpot.

      Demand Generation Marketing Manager, SMB monthly

    5. 5

      SDR follow-up

      Openers by trade.

      SDR Manager monthly

    6. 6

      Report

      Pipeline by campaign.

      Revenue Operations weekly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Launch the next seasonal campaign for one trade.

    Why it works

    Build a 12-month SMB calendar: AC pre-season for HVAC, heating season, storm season for building materials, spring fleet service for truck parts. Each campaign offers a ready-to-send customer text template and a case study from that trade.

    Timely, trade-specific offers get more replies than generic product messages and show the Growth Hub in action.

    Risks and how to handle them

    • Regional season differences

      Segment by region.

    Evidence

    • Your websitePricing page case studies: J.J. Nichting went from about $5,000 to $242,000 from one campaign ("a nearly 5,000% increase"); Green Mountain Electric Supply "Purchases were up year-to-date 142%"; Johnstone Spartanburg event-day revenue went from "about $33k" to "between $60k and $100k" with "one campaign, that takes a few minutes to create and send".Source
    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
  • 12

    Customer quotes say "That first campaign alone paid for Prokeep". The new SMB CSM is responsible for adoption, value and renewal across a book of small accounts that may not use outbound features without help.

    High impactMedium effort First result in 1 quarter Customer Success Manager

    First action

    Measure how many SMB customers send a campaign in the first month today.

    How to measure it

    Day-14 campaign rate

    Now
    –
    Target
    70%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Current rate.

      Revenue Operations 1 week

    2. 2

      Pick templates

      Three per trade.

      Customer Success Manager, SMB 1 week

    3. 3

      Change kickoff

      Choose the campaign.

      Senior Director of Customer Success Management 1 week

    4. 4

      Send by day 14

      With CSM help.

      Customer Success Manager, SMB ongoing

    5. 5

      Review results

      First business review.

      Customer Success Manager, SMB ongoing

    6. 6

      Track health

      Flag misses.

      Revenue Operations weekly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Customer Success Manager, SMB

    Smallest test

    Do it for this month's new SMB customers.

    Why it works

    Make "first campaign sent and orders counted" the SMB onboarding milestone: a template campaign chosen in the kickoff, sent by day 14, and results reviewed in the first business review. Flag accounts that miss it.

    A visible early win is the best predictor of renewal and expansion to Pro and Elite.

    Risks and how to handle them

    • Customers lack contact lists

      Start with recent texters.

    Evidence

    • HiringCustomer Success Manager, SMB (United States, posted October 9, 2026): the "primary face of the company for our SMB sized customers after the initial sale", responsible for "adoption, ongoing nurturing, platform optimization, renewal, and identifying expansion"; runs "strategic success plans", monitors "account health indicators", forecasts renewals and holds "regular Business Reviews". Distribution industry experience preferred.Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
    • Your websitePricing page case studies: J.J. Nichting went from about $5,000 to $242,000 from one campaign ("a nearly 5,000% increase"); Green Mountain Electric Supply "Purchases were up year-to-date 142%"; Johnstone Spartanburg event-day revenue went from "about $33k" to "between $60k and $100k" with "one campaign, that takes a few minutes to create and send".Source
  • 13

    Prokeep has referral program terms (last updated November 2023) that pay for demos and new customers referred by people in distribution. Small distributors know dozens of peers through buying groups.

    Medium impactLow effort First result in 1 quarter Customer Success Manager

    First action

    Review the referral terms and reward.

    How to measure it

    Referral demos

    Now
    –
    Target
    15 a month
    By
    2 quarters

    Steps

    1. 1

      Review program

      Reward and terms.

      Vice President of Marketing 1 week

    2. 2

      Set trigger

      After campaign results.

      Revenue Operations 1 week

    3. 3

      Write message

      For peers.

      Content Marketing Manager 2 days

    4. 4

      Add to pages

      Partner pages.

      Web Manager 1 day

    5. 5

      CSM ask

      In reviews.

      Customer Success Manager, SMB ongoing

    6. 6

      Track

      Referrals to demos.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Reward costs
    Owner
    Customer Success Manager, SMB

    Smallest test

    Ask ten successful customers.

    Why it works

    Trigger a referral ask when an SMB customer sees a campaign result, include a ready-to-forward message for their buying-group peers, and feature the program on partner pages.

    Peer referrals are trusted and cheap, and success moments raise the response.

    Risks and how to handle them

    • Customers worry about competitors

      Suggest peers in other regions.

    Evidence

    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source
    • HiringCustomer Success Manager, SMB (United States, posted October 9, 2026): the "primary face of the company for our SMB sized customers after the initial sale", responsible for "adoption, ongoing nurturing, platform optimization, renewal, and identifying expansion"; runs "strategic success plans", monitors "account health indicators", forecasts renewals and holds "regular Business Reviews". Distribution industry experience preferred.Source
    • Your websiteAssociation and buying-group partner pages (26 under /partners/, checked October 23, 2026): 20 still describe Prokeep as "Sales and Customer Experience software" focused on "efficient, effective text messaging", and 15 feature the "Top 5 Prokeep Features of 2022" webinar as their on-demand content. Only the VIPAR page offers "a special member discount + rebate!" with an "Activate your Discount" button; pages for groups such as IMARK, Blue Hawk, Pioneer, NetPlus, Sphere 1 and ASA have no member offer. The HARDI, NAW, AED and AD pages use the Order Engine message.Source
  • 14

    Pepper markets an AI-first platform to independent distributors, and Conexiom and Proton.ai sell order automation. Prokeep's only comparison content is 2023 reviews of Text Request and Moblico.

    Medium impactMedium effort First result in 1 quarter Content Marketing Manager

    First action

    Ask sales which rivals come up most.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    15 a month
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      Top three.

      Demand Generation Marketing Manager, SMB 1 week

    2. 2

      Check facts

      Current features.

      Content Marketing Manager 1 week

    3. 3

      Write pages

      Fair tables.

      Content Marketing Manager 2 weeks

    4. 4

      Review

      Legal.

      Legal 1 week

    5. 5

      Publish

      With demo forms.

      Web Manager 1 day

    6. 6

      Refresh

      Quarterly.

      Content Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Publish one comparison.

    Why it works

    Publish honest pages for Prokeep vs Pepper, Conexiom and Proton.ai: who each fits, channels covered, ERP connections, outbound tools, pricing model (per branch), and switching help. Use them in SDR sequences.

    Buyers search comparisons before calls, and fair pages earn trust and AI-assistant citations.

    Risks and how to handle them

    • Facts go stale

      Date every page.

    Evidence

    • Competitor researchRivals' own homepages: Pepper, an "AI-first platform" that "helps independent distributors compete, scale, and win"; Conexiom Relay "automates RFQs, orders, VOAs and invoices"; Proton.ai, "the AI industry cloud platform built just for distributors" (orders, catalog, eCommerce, sales opportunities); Text Request, "business texting software for small businesses".Source
    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
  • 15

    Prokeep has dozens of recorded webinars with customers and partners, but SMB leads who are not ready need a reason to stay engaged.

    Medium impactLow effort First result in 1 month Demand Generation Marketing M…

    First action

    Pick the five recordings.

    How to measure it

    Nurture meetings

    Now
    –
    Target
    5%
    By
    2 quarters

    Steps

    1. 1

      Pick clips

      Five recordings.

      Demand Generation Marketing Manager, SMB 2 days

    2. 2

      Cut

      Two-minute clips.

      Content Marketing Manager 1 week

    3. 3

      Write emails

      Five.

      Demand Generation Marketing Manager, SMB 3 days

    4. 4

      Build workflow

      HubSpot.

      Revenue Operations 2 days

    5. 5

      Signal SDRs

      On clicks.

      Revenue Operations 1 day

    6. 6

      Measure

      Meetings.

      Revenue Operations monthly

    First result
    1 month
    Cost
    $0
    Owner
    Demand Generation Marketing Manager, SMB

    Smallest test

    Send the first email to 500 SMB leads.

    Why it works

    Pick five short clips relevant to small distributors (missed messages, quotes, dormant accounts, delivery notifications, ROI) and send them as a weekly nurture in HubSpot, each ending with the missed-order audit offer.

    Recycling proven content keeps leads warm at almost no cost and feeds the SDR team with engagement signals.

    Risks and how to handle them

    • Fatigue

      Stop on reply or demo.

    Evidence

    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source
    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source
  • 16

    Real visitors pass Google's Core Web Vitals (largest paint 2.0 s), so this is not urgent. But Google's phone test scores the homepage 30, with the main content after 12.5 s, mostly from heavy JavaScript in the animated product demo. Branch managers often browse on phones at the counter.

    Low impactMedium effort First result in 1 month Web Manager

    First action

    Test a static hero on mobile.

    How to measure it

    Mobile homepage bounce

    Now
    –
    Target
    -10%
    By
    60 days

    Steps

    1. 1

      Audit scripts

      Animation and widgets.

      Web Manager 1 day

    2. 2

      Static hero

      Mobile only.

      Web Manager 2 days

    3. 3

      Defer

      Animation scripts.

      Web Manager 1 day

    4. 4

      Cache

      Longer lifetimes.

      Web Manager 1 day

    5. 5

      Test

      Mobile score and bounce.

      Web Manager 2 weeks

    6. 6

      Keep field data passing

      Monthly check.

      Web Manager monthly

    First result
    1 month
    Cost
    Developer time
    Owner
    Web Manager

    Smallest test

    Ship the static hero on mobile.

    Why it works

    Serve a static image of the demo on small screens, defer the animation script, set longer cache lifetimes, and keep the headline and demo button above the fold.

    Faster first impressions on phones help SMB visitors who arrive from texts and emails.

    Risks and how to handle them

    • Static hero less engaging

      Link to a short video.

    Evidence

    • Google PageSpeedHomepage on mobile: performance score 30 (desktop 65); in Google's phone test the main content appears after 12.5 s, with unused JavaScript, short cache lifetimes and render-blocking files as the biggest fixes. Real visitors (Chrome UX Report) pass Core Web Vitals: largest paint 2.0 s, interaction 161 ms, layout shift 0.01, and the site-wide largest paint improved 26%.Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Prokeep sells every account through a custom quote. Pepper and Text Request sell to small businesses with less friction, and the SMB segment now has its own marketing and success hires.

    High impactHigh effort First result in 3 quarters Product Manager

    First action

    Estimate how many SMB deals today close at Basic with one branch.

    How to measure it

    Self-serve branches live

    Now
    –
    Target
    100 a quarter
    By
    4 quarters

    Steps

    1. 1

      Size demand

      Basic one-branch deals.

      Revenue Operations 2 weeks

    2. 2

      Set price

      Published per branch.

      Vice President of Marketing 1 month

    3. 3

      Build sign-up

      Checkout and setup.

      Product Manager 1 quarter

    4. 4

      Onboarding

      CSM call in week one.

      Customer Success Manager, SMB ongoing

    5. 5

      Upgrade prompts

      To Pro features.

      Product Manager 1 quarter

    6. 6

      Compare

      Retention vs sales-led.

      Revenue Operations quarterly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Product Manager

    Smallest test

    Offer online sign-up to one buying group's members.

    Why it works

    Let a single-branch distributor sign up online for Basic at a published per-branch price, connect texting and email in a guided setup, and get a call from an SMB CSM in week one. Upgrade paths to Pro and Elite stay sales-led.

    Self-serve lowers the cost of the smallest deals so the SMB team can scale without adding sellers per account.

    Risks and how to handle them

    • Channel conflict with buying groups

      Apply the member discount at checkout.

    Evidence

    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • Competitor researchRivals' own homepages: Pepper, an "AI-first platform" that "helps independent distributors compete, scale, and win"; Conexiom Relay "automates RFQs, orders, VOAs and invoices"; Proton.ai, "the AI industry cloud platform built just for distributors" (orders, catalog, eCommerce, sales opportunities); Text Request, "business texting software for small businesses".Source
    • HiringCustomer Success Manager, SMB (United States, posted October 9, 2026): the "primary face of the company for our SMB sized customers after the initial sale", responsible for "adoption, ongoing nurturing, platform optimization, renewal, and identifying expansion"; runs "strategic success plans", monitors "account health indicators", forecasts renewals and holds "regular Business Reviews". Distribution industry experience preferred.Source
  • 18

    Prokeep has insights from more than 60 million messages and already publishes a 2025 distribution report and a 2026 truck parts workflow study. Small distributors have no way to compare their response times with peers.

    High impactMedium effort First result in 3 quarters Vice President of Marketing

    First action

    Pick five metrics that can be measured reliably.

    How to measure it

    Self-checks completed

    Now
    –
    Target
    1,000
    By
    1 year

    Steps

    1. 1

      Pick metrics

      Five.

      Demand Generation Marketing Manager, SMB 2 weeks

    2. 2

      Privacy review

      Aggregate only.

      Legal 1 month

    3. 3

      Analyse

      By trade and size.

      Data Analyst 2 months

    4. 4

      Build self-check

      Simple form.

      Web Manager 1 month

    5. 5

      Launch

      With buying groups.

      Partnerships Manager 1 month

    6. 6

      Use in SDR

      Trade benchmarks.

      SDR Manager ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Vice President of Marketing

    Smallest test

    Publish one chart on reply times.

    Why it works

    Publish an anonymised benchmark by trade and branch size: median reply time, after-hours requests, share of orders by text, quote speed and win rates. Add a free "how fast are you" check where an owner enters their numbers.

    Benchmarks earn trade press and buying-group newsletters, and the self-check is a lead source.

    Risks and how to handle them

    • Customer data concerns

      Aggregate and suppress small groups.

    Evidence

    • Your websiteSeries A press release (November 12, 2024): $25 million led by Dahlia Equity Partners to "expand its demand generation capabilities"; "more than 8,500 distributor locations", "more than $11 billion in orders", "more than 3.5 million tradespeople", insights from "more than 60 million messages".Source
    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source
    • Your websiteWebinars: on-demand sessions include "Quote in Seconds. Convert What's Stalling, Win More Orders." (URL /oa-smb-webinar), which says "Distributors that send quotes fast are 50% more likely to win the order" and quotes "over $100K in dormant accounts just in two months"; and "How to Evaluate AI Order Automation, From Someone Who Built It" (P21, Eclipse, DDI). That second page still shows two alternative drafts of its own subtitle ("Or, if you want the specificity back without naming one system: ..."). The sitemap lists 42 webinar URLs.Source
  • 19

    Prokeep lists 26 association and buying-group partners and prices with a trade group discount, but only one group page offers a member deal. Groups earn rebates from preferred vendors and want proof their members benefit.

    High impactHigh effort First result in 4 quarters Partnerships Manager

    First action

    Rank groups by number of SMB members.

    How to measure it

    Group-sourced deals

    Now
    –
    Target
    30% of SMB new logos
    By
    4 quarters

    Steps

    1. 1

      Rank groups

      Members and fit.

      Partnerships Manager 2 weeks

    2. 2

      Design terms

      Price and rebate.

      Vice President of Marketing 1 month

    3. 3

      Negotiate

      Top five.

      Partnerships Manager 2 quarters

    4. 4

      Build dashboard

      Group results.

      Product Manager 1 quarter

    5. 5

      Co-market

      Twice a year.

      Demand Generation Marketing Manager, SMB ongoing

    6. 6

      Review

      Results per group.

      Revenue Operations quarterly

    First result
    4 quarters
    Cost
    Rebate costs
    Owner
    Partnerships Manager

    Smallest test

    Agree terms with one group.

    Why it works

    Sign preferred-vendor agreements with the top five groups for SMB members: standard member price, a rebate to the group, co-marketing twice a year, and a dashboard showing members' adoption and results.

    Groups become a recurring source of SMB deals, and rebates give them a reason to promote Prokeep.

    Risks and how to handle them

    • Margin pressure

      Tie rebates to volume.

    Evidence

    • Your websiteAssociation and buying-group partner pages (26 under /partners/, checked October 23, 2026): 20 still describe Prokeep as "Sales and Customer Experience software" focused on "efficient, effective text messaging", and 15 feature the "Top 5 Prokeep Features of 2022" webinar as their on-demand content. Only the VIPAR page offers "a special member discount + rebate!" with an "Activate your Discount" button; pages for groups such as IMARK, Blue Hawk, Pioneer, NetPlus, Sphere 1 and ASA have no member offer. The HARDI, NAW, AED and AD pages use the Order Engine message.Source
    • Your websitePricing page: no prices; "Get my Custom Quote"; tiers Basic, Pro and Elite; under Pro, "Dedicated Success Team ... (min. 5 locations)", while lower down the same page says "Every account that signs on with Prokeep gets a dedicated team of Prokeep experts". Price depends on "# of Locations You Operate", features and "Your Buyer/Trade Group Discount"; "priced per branch location — not per user or per message". FAQ: "Is there a free trial? Not currently. Our retention rate is 98%". ROI line: "A single distributor branch that misses 3 orders per week at an average order value of $500 loses ~$78,000/year".Source
    • HiringDemand Generation Marketing Manager, SMB (remote US, posted October 9, 2026; $108-130K OTE): "owns new-logo pipeline generation for the segment" with "campaigns and plays across email, outbound SDR, and some events"; must "Stand up a full account-based marketing (ABM) motion for SMB", "Build and run plays in HubSpot and Unify", "Use AI to identify the contacts and companies most ready for a sales call", "Work with the SDR Manager every day on lead flow", and "Report weekly on pipeline generated by channel and campaign". The post says Prokeep is moving "from a communication platform to an Order Engine that powers the front-of-house for distributors".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    More than a million contractors text distributors that use Prokeep. A contractor-facing page that lists nearby branches they can text would send them to Prokeep customers, and show non-customers they are missing.

    Medium impactMedium effort First result in 2 quarters Product Manager

    First action

    Ask 20 customers if they would list their branch.

    How to measure it

    Listed branches

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Survey customers

      Interest.

      Customer Success Manager, SMB 2 weeks

    2. 2

      Design listing

      By trade and area.

      Product Manager 1 month

    3. 3

      Build

      Opt-in page.

      Web Manager 1 month

    4. 4

      Promote

      Through customer campaigns.

      Demand Generation Marketing Manager, SMB ongoing

    5. 5

      Use in SDR

      Searches near prospects.

      SDR Manager ongoing

    6. 6

      Measure

      Contractor visits and listings.

      Revenue Operations monthly

    First result
    2 quarters
    Cost
    Product time
    Owner
    Product Manager

    Smallest test

    List 20 branches in one metro.

    Why it works

    Let customer branches opt in to a public "text to order" listing by trade and area, with their text number. Promote it to contractors through customers' own campaigns. Tell nearby non-customers how many contractors searched their area.

    It creates value for customers (new contractors) and a reason for non-customers to join.

    Risks and how to handle them

    • Customers fear competitors listed nearby

      Opt-in only, by trade.

    Evidence

    • Your websiteContractor SMS Map: "1+ Million Contractors are texting distributors that use Prokeep"; "Use this map to see how many contractors are texting in your area"; the page still describes the product as a "Conversation Hub" and "Broadcast Text Messaging". The Customer Spotlights page introduces "Prokeep's Customer Experience Management Software".Source
    • HiringCompany description in both posts: "Trusted by 8,000+ distributor locations and 40,000+ users, Prokeep makes it easy for over 3 million contractors, technicians, plumbers, electricians, mechanics" to order parts; "Built for the $100+ billion distribution market"; "recently secured a $25M Series A". Headquarters in New Orleans.Source
    • Your websiteHomepage: "Turn Your Front of House into an AI-Powered Order Engine"; "Helping 8,700+ distributors win over 20 million orders"; "2X more orders processed", "30% more orders from outreach", "< 60 sec from request to send-ready quote"; Order Pro AI agents (Respond, Match, Summary) are new; customer results include "5,000% campaign revenue increase" and "$60K+ in new sales from one text message" from a branch with "only ... 3 phone lines".Source
  • 21

    Prokeep connects distributors to over 3 million contractors and technicians, and many trades crews in the US speak Spanish. Prokeep offers SMS marketing templates in English only.

    Medium impactLow effort First result in 1 quarter Customer Success Manager

    First action

    Ask five customers which templates they would translate first.

    How to measure it

    SMB accounts using them

    Now
    –
    Target
    20%
    By
    2 quarters

    Steps

    1. 1

      Ask customers

      Top templates.

      Customer Success Manager, SMB 1 week

    2. 2

      Translate

      With native review.

      Content Marketing Manager 2 weeks

    3. 3

      Add to product

      Language switch.

      Product Manager 1 month

    4. 4

      Announce

      SMB email.

      Demand Generation Marketing Manager, SMB 1 week

    5. 5

      Train

      CSM walkthrough.

      Customer Success Manager, SMB ongoing

    6. 6

      Measure

      Usage and replies.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Translation costs
    Owner
    Customer Success Manager, SMB

    Smallest test

    Translate three templates.

    Why it works

    Add Spanish versions of the most used templates (order ready, delivery update, promotions), let reps switch per contact, and feature it in SMB campaigns to HVAC, plumbing and building materials distributors.

    Small branches win loyalty by speaking their customers' language, and the feature is cheap to add.

    Risks and how to handle them

    • Poor translations

      Native review of every template.

    Evidence

    • HiringCompany description in both posts: "Trusted by 8,000+ distributor locations and 40,000+ users, Prokeep makes it easy for over 3 million contractors, technicians, plumbers, electricians, mechanics" to order parts; "Built for the $100+ billion distribution market"; "recently secured a $25M Series A". Headquarters in New Orleans.Source
    • Your websiteSitemap (575 URLs, checked October 23, 2026): 248 blog posts, 45 customer spotlights, 39 news posts, 30 account-specific "distributor-select" pages, 13 OEM partner pages, 18 integrations, 8 industry pages (building materials, electrical, equipment, HVAC, industrial, paint, plumbing, truck parts); resources include a 2025 distribution report, a 2026 truck parts workflow study, SMS marketing templates, a marketing media starter kit, an ROI ("order engine") calculator and referral program terms. Comparison content is limited to 2023 reviews of Text Request and Moblico.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

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ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Prokeep did not commission, review or endorse it, and Programmable is not affiliated with Prokeep. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Prokeep runs its business.

Something wrong, or do you represent Prokeep? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Partner pages, SMB pricing clarity, consistent numbers, map-based SDR openers, webinar follow-up and repositioning fixes; nurture track and mobile hero.

  2. Days 31 to 6010 ideas

    ERP plays, buying-group shows, pilots, the missed-order audit, seasonal campaigns, first-campaign onboarding, referrals and comparisons; the contractor finder and Spanish templates.

  3. Days 61 to 903 ideas

    Commit to self-serve for single branches, the counter-speed benchmark and a formal buying-group channel.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value no more missed calls on busy phone lines. The most cited problem: busy phone lines and missed orders.

  • Campaigns that pay for the product quickly
  • Manual quoting from PDFs and emails
  • In their words: “counter”

Market

Competitive landscape

4 competitors compared: Pepper, Conexiom, Proton.ai and Text Request.

  • Gap to exploit: Clear pricing for small distributors
  • Pepper: Less proven texting and outbound network
  • Conexiom: Back-office focus, not counter conversations

Hiring signals

Prokeep is building a dedicated SMB growth motion as it repositions as an Order Engine.

  • Demand Generation Marketing Manager, SMB: SMB new-logo pipeline, ABM, HubSpot and Unify plays. Ideas 1, 4, 5, 7, 8, 10.
  • Customer Success Manager, SMB: Adoption, value and renewal for SMB accounts. Ideas 12, 13.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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