Sell Smarter

How to Reduce Time Spent on Prospect Research

Your reps attack hot leads in hours but take weeks on cold lists. That's not an energy problem - it's a data problem. Here's how the right intelligence cuts prospect research from 15 hours a week to 3-4.

Read Time

19 minutes

Author

Convex

Published

December 30, 2025

TL;DR: Key Takeaways

  • Commercial services sales reps spend 15+ hours weekly on manual prospect research—Googling building owners, LinkedIn stalking, calling front desks, verifying contacts—before they ever have a sales conversation.

  • The problem isn't time management or energy—it's data quality. Hand your team a hot inbound list and they'll burn through it in hours. Give them a cold list with no context, and it takes weeks.

  • Warm conversations happen when you reach the right person, at the right time, with the right message—all three require better data, not better time blocking.

  • Property intelligence platforms collapse research time from 30-45 minutes per prospect to 2-3 minutes by consolidating building data, verified contacts, permit history, and buyer intent in one searchable view.

  • Teams using Convex reclaim 12+ hours weekly per rep and see connect rates jump from 5% to 25- 30% because they're calling prospects who are actually in-market.

Same Reps, Different Data

It’s 8:00 AM Monday.

Your manager drops two lists on your desk.

List A: Twenty-five inbound leads. Names, numbers, building addresses, notes like “HVAC before summer heatwave.”

List B: One hundred cold prospects. Company names, titles, main lines. No context.

By Tuesday afternoon, List A is gone. Your reps called, emailed, and/or booked meetings with all of them.

List B? It sits untouched. Waiting for when they have “free time” to “get to it.”

Same reps. Same week. Same quota.

So what changed? The quality of the data - or, more accurately, the quality of the leads.

List A came with context: who to call, what they need, and when they need it.

List B had nothing. So, every name requires 30–45 minutes of manual research before the first touch.

That’s not an energy problem. In reality, it’s not even a motivation problem.

It’s a data problem.

And it’s quietly costing your team 15+ hours a week/ per rep and dozens of missed opportunities every month.

Why Time Management Hacks Don’t Fix Broken Prospecting

Let's talk about what you've probably already tried.

You've read the articles. Implemented “time blocking.” Prospecting “power hours.” No Slack. No email. Just calls.

You’ve trained your team to schedule outreach during peak energy windows - when coffee’s fresh and motivation’s high.

You’ve minimized distractions and preached consistency.

And yet the pipeline still looks thin. Reps are still burning hours researching buildings and chasing contacts who never respond.

Here’s why: you’re solving for effort instead of information.

When you hand your team a hot list, you don’t have to remind them to time-block. They drop everything and start calling.

When you give them a cold list, suddenly it takes “focus,” “structure,” and “discipline” just to get through 20 names.

It’s not about time management - it’s about context.

A rep with the right data doesn’t need more focus tips.

They need less friction.

Because time hacks can’t fix missing context, bad contact data, or zero buying intent.

And until that part changes, your reps will keep finding tasks to do and managing their calendars instead of growing their pipeline.

The Real Cost of Manual Prospect Research

Let’s put some numbers to it so you can see the true impact of manual prospecting.

According to Salesforce’s State of Sales Report, the average commercial services sales rep spends 70% of their time on non-selling activities. Many sales teams spend an eye-watering 15–20 hours per week on manual prospect research alone.

Not selling. Not qualifying. Not closing.

Just digging for information - Driving around looking for properties to prospect, “Googling” building owners, scrolling through LinkedIn, calling front desks, checking county records for permits.

That’s nearly half a workweek spent before a single conversation even happens.

Here’s what that looks like in the real world:

8:00 AM: Your HVAC rep opens a spreadsheet of 50 buildings they compiled while in the field. No contact names, just a few corporations and addresses.

8:05 AM: Googles the first one. Finds the company website - no contact us page with real decision-makers, just a generic “info@” email.

8:15 AM: So they search LinkedIn for “facilities manager + company.” Finds three people who might fit. No phone numbers, no emails.

8:25 AM: They call the main office. The receptionist transfers twice. Lands in a general voicemail box.

8:30 AM: So, they check county property records for recent HVAC permits. The site is outdated, and compiling and exporting that information takes 20-30 minutes.

8:45 AM: One prospect researched. Forty-nine to go.

That’s 45 minutes of research just to get to a voicemail. Now multiply that across your team: 5 reps × 15 hours per week = 75 hours of manual prospecting (per week).

With average sales rep salaries ranging from $76,681.00 to $110,114.00 according to ZipRecruiter and Glassdoor. You’re spending an average of $43/hr for them to do manual prospecting research.

At an average fully loaded cost of $43/hour, that’s $3,200 a week, or $167,000 a year - just to find contact info and send their initial outreach.

And that doesn’t count opportunity cost - the deals that never happen because your team spent the week chasing data instead of conversations.

The truth is, every hour your reps spend researching is an hour they’re not selling.

And every “productivity tip” that ignores that is just dressing up inefficiency and calling it something else.

What "Better Data" Actually Means (It's Not Just More Data)

Here’s where most sales teams go wrong. They think the answer to slow prospecting is more data, more names, more lists, more volume.

So they buy a bigger database. Suddenly, your reps have 10,000 contacts instead of 500.

And nothing changes. Because volume doesn’t create velocity - quality does.

Better data isn’t about collecting every building or contact in your market. It’s about surfacing the right ones, the prospects that actually look like your best customers and show real signs of need.

That quality comes from three specific data layers:

1. Verified Contact Data (the right person) Not generic job titles or main office lines. Verified decision-maker contacts with direct phones and emails. So your rep connects with the person who signs the contract, not the person who answers the phone. Example: Bad vs. Good - Bad: “Facilities Manager – ABC Corp – (555) 123-4567 (main line)” - Good: “Jennifer Martinez – Facilities Director – (555) 987-6543 (direct) – jmartinez@abccorp.com – LinkedIn profile”

2. Building-Level Context (the right message) Property intelligence tells you what kind of building you’re dealing with - age, square footage, roof or HVAC system type, recent permits, ownership, and tenant mix. That context turns a cold pitch into a relevant conversation. “I saw your building pulled electrical permits in March” gets responses. “Do you need HVAC?” doesn’t.

3. Buyer Intent Signals (the right time) Timing is everything. Buyer intent data shows which buildings or companies are actively researching services like yours right now: visiting competitor websites, searching key terms, downloading guides. When your reps reach out at that exact moment, connect rates jump from 12% to 24%+ according to LeadOnion’s research. Why? Because you’re contacting prospects in buying mode, not interrupting their day.

When all three layers work together—person, property, and timing—you collapse research time from 30–45 minutes per prospect to 2–3 minutes.

That’s the difference between manual research and intelligence software.

How Property Intelligence Collapses Research Time

Let's break down exactly how this works.

Traditional prospecting requires your reps to manually gather and verify five types of information before they can even make a first call:

  1. Building characteristics (age, size, equipment type) 

  2. Ownership details (who owns it, property management company)

  3. Decision-maker contacts (name, title, direct phone, email) 

  4. Recent activity (permits, upgrades, ownership changes) 

  5. Buying signals (are they actively looking?)

Gathering all five manually could take hours per prospect. That's searching county records, LinkedIn stalking, calling front desks, Googling ownership structures, and hoping everything you find is up to date.

Property intelligence platforms like Convex consolidate all five into a single searchable database.

Here's what that actually looks like:

Step 1: Filter Your Territory (30 seconds)

Instead of starting with a blank spreadsheet, your rep opens Convex and filters for properties matching your ideal customer profile.

For a commercial HVAC company, that might be:

  • Buildings 25,000+ sq ft

  • Constructed before 2005 (aging systems)

  • Office, industrial, or healthcare facilities

  • Within your service radius

The platform shows every building in the sales reps' territory that matches those criteria. Not a purchased list of 10,000 random companies. The actual commercial properties in your market that fit your services.

Step 2: Prioritize by Buying Signals (2 minutes)

Now your rep sees which of those buildings are showing active buying behavior:

  • Recent HVAC, electrical, or plumbing permits (trigger events)

  • Ownership or property management changes (vendor reviews)

  • High buyer intent scores (actively searching for contractors online)

The platform ranks properties by likelihood to convert. Your rep starts with the warmest opportunities, not random cold calls.

Step 3: Review Building Intelligence (1 minute per property)

Your rep clicks into a property and sees:

  • Building data: 65,000 sq ft office building, built 1997, two rooftop HVAC units installed 2004

  • Ownership: Owned by Westside Properties LLC, managed by ABC Property Management

  • Decision-maker: Jennifer Martinez, Facilities Director, direct phone (555) 987-6543, email verified

  • Recent activity: Electrical permits pulled March 2024 ($80K upgrade project)

  • Intent signal: High - account searched "commercial HVAC contractors Chicago"

That's everything your rep needs to have a warm, relevant conversation. No Googling. No LinkedIn hunting. No calling the front desk, hoping to get transferred to the right person.

Step 4: Personalized Outreach (1 minute)

Your rep clicks "Generate Email" or "Draft Call Script." Convex’s Generative AI tools (trained on the building's data and your company's offerings) create a personalized message:

Email draft: "Hi Jennifer, I noticed Westside Properties recently completed electrical upgrades at your building on Main Street. Many facilities with around 65K sq. ft. use equipment replacement timing to evaluate HVAC systems - especially when units are approaching 20 years old. We've helped similar office buildings in Chicago reduce energy costs by 30-40% with modern systems. Worth a quick chat next week?"

Your rep reviews, tweaks if needed, and sends. Total time: 60 seconds.

Total Research Time Per Prospect: 2-3 Minutes

Compare that to 45 minutes of manual research. That's a 93% time reduction.

For a rep prospecting 20 accounts weekly:

  • Manual research: 15 hours

  • Property intelligence: 1 hour

Reclaimed time: 14 hours per week/per rep that shifts from hunting for data to having conversations.

What This Actually Looks Like: Real Numbers from Commercial Services Teams

Mechanical Services and Design (MSD), a facility solutions provider based in Dayton, Ohio, used to rely on what VP of Business Development Nick Davis called “the drive-around-and-hope method.” 

Reps would spend hours driving through industrial parks, creating lead lists from local library records, and cold-calling main phone numbers that rarely reached decision-makers.

As Nick put it, prospecting had become a numbers game — “make 100 cold calls a week and hope something sticks.” 

But as the company grew, Nick realized that throwing more people and more calls at the problem wouldn’t get them where they needed to go. “We were losing time we weren't going to get back,” he said.

That changed once MSD adopted Convex. Using Convex’s intelligence tools, they could filter properties by square footage, type, and owner-occupancy status, see infrastructure details through map-based views, and pull verified onsite decision-maker contacts — all in one platform.

Reps now spend time building relationships instead of hunting for phone numbers.

The impact?

  • $42 million in new pipeline generated within 18 months

  • Reps using Convex three times per week on average

  • Streamlined workflows with one-click CRM integration

Or as Davis put it: “Once we saw Convex, everything transformed.”

And MSD isn’t alone. 

One HVAC company in Arizona told us that before adopting Convex, new hires spent up to two days a week researching prospects and chasing gatekeepers. After integrating Convex, that dropped to two to four hours weekly, and ramp time for new reps fell from six months to under 90 days.

The takeaway? When your reps know which buildings to target, who to contact, and why now, prospecting stops feeling like guesswork — and starts producing real opportunities.

Why "AI Prospecting Tools" Alone Don't Solve This

You might be thinking: "Can't I just use ChatGPT to write prospecting emails and save time that way?"

Short answer: No.

Generic AI tools can draft emails. But they're writing “blind.” They don't know anything about the building, the decision-maker, or whether the prospect is even in-market.

Example of generic AI outreach: "Hi [Name], I hope this email finds you well. We provide commercial HVAC services and would love to discuss how we can help your facility. Are you available for a call this week?"

That gets ignored. Because it's generic. It could've been sent to 10,000 people. There's nothing in it that shows you understand their specific situation.

Example of property intelligence-powered AI outreach: "Hi Jennifer, I noticed your 65,000 sq ft office building on Main Street pulled electrical permits in March. Many facility directors use that timing to evaluate HVAC systems—especially when units are approaching 20 years old like yours. We've helped similar buildings in Chicago reduce energy costs 30-40%. Worth a 15-minute conversation?"

That gets replies. Because it's specific. It references real information about their building. It demonstrates you've done your homework.

The difference isn't the AI. It's the data feeding the AI.

Property intelligence platforms like Convex train Generative AI outreach tools on:

  • Building characteristics (age, size, systems)

  • Permit history (recent upgrades, investment patterns)

  • Buying signals (active research behavior)

  • Your company's offerings and past successful messaging

The AI becomes a drafting assistant that creates personalized outreach in seconds—but only because it has access to real context about the prospect. ChatGPT doesn’t.

Just remember: Generic AI + no data = generic emails that get ignored. Property-trained AI + building intelligence = personalized messages that get replies.

The Three Questions That Tell You If Your Data Is Good Enough

Here's how to know if your current prospecting data is holding your team back.

Ask your reps these questions:

1. "How long does it take you to research a single prospect before making first contact?"

If the answer is more than 5 minutes, your data has gaps. They're spending too much time hunting for information that should be readily available.

2. "How often do prospects say 'We're not looking for that right now' in the first 30 seconds?"

If the answer is more than 50%, you're calling cold without buyer intent signals. Your reps are interrupting people who aren't in-market instead of reaching prospects who are actively evaluating options.

If your team answered:

  • Question 1: "20-30 minutes per prospect"

  • Question 2: "All the time—70-80%"

You have a data problem. And no amount of time blocking, energy management, or productivity hacks will fix it.

How to Actually Fix This (Without Adding Complexity)

You don’t need more software. You need smarter software.

Most commercial services teams already have a pile of disconnected tools — a CRM for tracking deals, LinkedIn for finding names, Google Maps for scoping properties, and county websites for permits. Reps bounce between five tabs, copy-paste data, and still end up missing half the picture.

That’s not a tech stack. That’s a scavenger hunt.

The real fix is consolidating everything into one system that shows:

  • The building — age, size, equipment, systems.

  • The people — verified decision-maker contacts with direct phone and email.

  • The timing — recent permits, ownership changes, and buyer intent signals.

That’s what property intelligence does. It collapses the entire research workflow — from hours to minutes — by putting all those details in one place.

Here’s what your reps’ workflow looks like after the switch:

Old way:

Google building → search LinkedIn → call front desk → get transferred → leave voicemail → check county records → draft generic email → repeat.

New way:

Filter territory for properties showing buying signals → review building and contact data → call decision-maker directly → have a warm conversation.

That’s the difference between 45 minutes of research and 2 minutes of context.

And it’s why teams using Convex report saving 12+ hours per week, per rep. They’re not prospecting harder — they’re prospecting smarter.

What Happens When You Give Your Team Those 12 Hours Back

Let’s say your reps each get 12 hours a week back — time they used to spend researching buildings, verifying contacts, and chasing dead ends. What happens next isn’t theoretical; we see it every day with commercial services teams using property intelligence.

1. More qualified conversations.

When reps aren’t buried in research, they’re on the phone with actual buyers. Instead of 10–15 cold calls that go nowhere, they’re having 40–50 warm conversations each week with people who are already in-market. More conversations lead to more quotes, more proposals, and more closed deals.

2. Shorter sales cycles.

When you reach prospects who are already evaluating vendors, you skip the “education” stage. They’ve pulled permits, budgeted projects, or researched competitors. Your reps enter at the right time — and deals close in weeks instead of quarters.

3. Higher win rates.

With better context, your outreach sounds informed rather than generic. Instead of pitching HVAC systems to every building in a zip code, your reps can say: “I saw you pulled electrical permits in [month] — many teams use that timing to plan HVAC upgrades.” That’s relevant. And relevance wins more often than price.

4. More accurate forecasting.

When your CRM is filled with qualified opportunities—not random names from a cold list—your pipeline reflects reality. You can finally trust your numbers. Forecasts stop being educated guesses and start guiding strategy.

5. Lower turnover and faster onboarding.

Reps who feel successful stay longer. New hires ramp faster when they can see exactly who to target and why. The job stops feeling like a grind and starts feeling like momentum.

As one MSD rep told us after making the switch: “With Convex, I’m more efficient with my time, more organized with my notes, and have all the information I need at my fingertips.”

Twelve hours back isn’t just about time. It’s about giving your reps energy, focus, and a system that actually works.

Common Objections to Implementing Intelligence Tools

“Our reps are already doing fine with manual research.”

Are they? Pull the numbers. How many hours a week do they actually spend talking to qualified prospects versus Googling property owners, checking county records, and scrolling LinkedIn?

If your connect rate is under 10% and reps are logging 15+ hours of research weekly, they’re not doing fine — they’re surviving despite bad data.

“We can’t afford another tool.”

Fair question. But can you afford to keep burning $167,000 a year in wasted labor for a five-person team? That’s the real cost of 15 hours of manual research per rep at $43 an hour.

Property intelligence pays for itself in time savings alone — before counting the additional revenue from better-qualified pipeline, higher win rates, and faster onboarding. Teams using Convex report a 9x median ROI within 12 months.

“Our market’s too niche for property intelligence to work.”

We hear this from HVAC, roofing, janitorial, solar, elevator, and building automation teams - and every time, the results say otherwise.

The data layer doesn’t change. Buildings still have owners, decision-makers, permits, and intent signals. Whether you’re fixing roofs or installing automation systems, your reps face the same challenge: too much manual research, not enough conversations.

“My reps prefer doing their own research.”

Of course, they say that - it’s what they’re used to. But hand those same reps a hot inbound list and watch how fast they move. Then hand them a cold list with no context and watch how long it sits.

The difference isn’t preference. It’s data quality. Reps don’t “prefer” manual research any more than they prefer walking to appointments instead of driving — it’s just the only option they have.

Give them better tools, and that preference disappears overnight.

Your Next 30 Days: From 15 Hours Prospecting to 3

Here's how to fix this without disrupting your current sales motion. You don’t need a full sales transformation to fix this. You just need 30 days and a clear plan.

Week 1: Measure the Baseline

Start with data, not assumptions. Have each rep track how they spend their prospecting time this week:

  • Researching buildings and owners

  • Searching LinkedIn for contacts

  • Calling front desks and gatekeepers

  • Writing cold emails from scratch

You’ll probably find the same pattern across the team: 12–18 hours a week lost to research and admin work. That’s your baseline.

Week 2: Pilot Property Intelligence with One Rep

Don’t roll it out to everyone yet. Pick one rep who “gets it” - someone motivated to find a better way. Give them access to property intelligence and have them work a small test list, maybe 20–30 properties in their territory.

Their new process should look like this:

  • Filter territory for buildings showing buying signals

  • Review building intelligence and verified contacts

  • Call decision-makers directly

  • Send AI-personalized outreach in under a minute

Track everything: time spent, connect rate, number of conversations, and meetings booked.

Week 3: Compare Pilot Results to Baseline

By now, you’ll have your proof. If your pilot rep isn’t seeing a 70–80% drop in research time and a 5–6x lift in connect rate, they’re probably not using the tool consistently.

But when they do? The results are hard to ignore:

  • Research time drops from 15 hours to 3–4 hours

  • Connect rates jump from 5% to 25–30%

  • Conversations triple because timing and context are right

Week 4: Roll Out to the Team

Once you have proof of lift, show the rest of the team the data - and the difference in workflow.

When reps see that they can go from spending hours hunting for names to having warm conversations with real buyers, adoption happens fast.

Most teams see a full transition within 30-60 days.

By the end of the second or third month, your reps aren’t “finding time to prospect” anymore. They’re spending that same time closing deals.

The Bottom Line: Stop Managing Time, Start Improving Data

Here's the shift that matters.

Your reps don't need more time blocking strategies. They don't need energy management coaching. They don't need productivity hacks. They need better data.

Hand them a hot list and they attack it immediately. Give them a cold list with no context, and it takes weeks. The difference isn't motivation, energy, or time management—it's data quality.

Warm conversations happen when you reach the right person, at the right time, with the right message. All three require intelligence that most commercial services teams don't have:

  • Verified decision-maker contacts (the right person)

  • Buyer intent signals (the right time)

  • Building-level context (the right message)

Property intelligence platforms like Convex do, and that’s how they collapse research time from 15 hours weekly to 3-4 hours by consolidating building data, ownership records, verified contacts, permit history, and buyer intent in one searchable view.

The teams scaling past $10M aren't grinding harder - they're working with better data. Their reps spend 3 hours per week on strategic prospecting rather than 15 hours on manual research. Connect rates jump 5-6x. Pipeline fills with qualified opportunities. Revenue becomes predictable.

Want to see how property intelligence cuts research time for your team? Schedule a demo and we'll show you real buildings in your territory showing active buying signals this week—so you can see exactly how much time your reps could reclaim.

Frequently Asked Questions

How much time do sales reps actually spend on prospect research? Most commercial services reps spend 15–20 hours a week on manual research — Googling property owners, checking county records, scrolling LinkedIn for contacts, and calling main office lines that lead nowhere. Property intelligence platforms like Convex cut that to 3–4 hours a week by putting verified contacts, building data, permits, and buyer intent all in one place.

Why does my team attack hot leads immediately but take weeks on cold lists? Because it’s not about energy or motivation — it’s about data. Hot leads come with context: who to call, what they need, and when to reach out. Cold lists don’t. Each name can take 30–45 minutes of research before the first call. When reps have better data, they move faster. The difference isn’t the rep — it’s the information they’re working with.

What's the difference between property intelligence and a contact database? Contact databases give you names and job titles. Property intelligence provides building-level data (age, size, equipment type, permit history), verified decision-maker contacts, ownership details, and buyer intent signals showing which prospects are actively in-market. For commercial services teams, knowing a building pulled HVAC permits 60 days ago is more valuable than just having a "facilities manager" name.

How does property intelligence improve connect rates? Property intelligence provides verified direct phone numbers for decision-makers (not main office lines), building context for personalized messaging, and buyer intent signals showing when prospects are actively researching contractors. This changes connect rates from 2-5% (cold calling) to 25-35% (warm calling with context and timing).

Can AI really personalize outreach at scale without sounding robotic? Yes, but only when AI is trained on real data about the prospect. Generic AI tools write blind and produce templates. Property intelligence platforms train AI on building characteristics, permit history, and buying signals, creating messages that reference specific context: "I noticed your building pulled electrical permits in March and your HVAC systems are 20 years old..." That's personalized, not templated.

What's a realistic ROI timeline for property intelligence? Most commercial services teams see immediate time savings in week 1 (research time drops 75%), measurable pipeline increase by month 2 (more qualified opportunities), and revenue impact by month 4-6 (shorter sales cycles, higher close rates). Teams using Convex report a 9x median ROI within 12 months from time savings and incremental revenue.

How do I know if my current prospecting data has quality issues? Ask your reps: "How long to research one prospect before calling?" (If more than 5 minutes, data has gaps.) "What % of calls reach the actual decision-maker?" (If under 15%, contact data is weak.) "How often do prospects say 'not interested' in the first 30 seconds?" (If over 50%, you're calling without buyer intent signals.)

Will my reps actually use property intelligence or resist another tool? Reps resist tools that add complexity. They embrace tools that eliminate frustration. When reps see they can research 20 prospects in 1 hour instead of 15 hours, adoption is easy.


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