SegPipeline is a done-for-you outbound program. We find recent buyers of commercial and multifamily property and the CPAs who advise them, run the outreach, handle replies, and confirm every meeting. You run the meetings.
Three steps from signup to a steady flow of conversations.
We pull recent commercial and multifamily acquisitions ($2M+) from public county records nationwide, then add real estate CPAs who serve those owners.
Dedicated sending domains and inboxes, campaigns you approve, and reply handling done for you. Your main domain is never used.
Confirmed meetings land on your calendar with context. You get a weekly report, and you pay per meeting only when it actually happens.
Cost segregation firms that want more first conversations without hiring an SDR team.
Every client gets an exclusive state. While you're active, no other firm gets meetings from us with owners or CPAs in your state.
These are the states where we currently have county buyer data. More states are being added. Want a different state? Ask us about it.
Live in about 15 days, with your own exclusive state. You pay per meeting only when it's actually held. After 90 days, it's month to month.
What a year can look like (illustrative estimate): at 3 held meetings a month, a firm averaging about $7,500 per study and closing 30% would win roughly 11 new studies a year, about 3x its annual cost with us. The bigger upside is what follows: repeat business from owners who buy again and ongoing referrals from the CPAs we introduce, which together could bring that to around 20 studies. These are assumptions, not guarantees; your results depend on your fees and close rate.
If you don't have at least 6 held qualified meetings in your first 90 days, we keep running your campaigns with no base fee until you do. You pay only for meetings that actually happen.
Conditions: kickoff and copy approval within 5 business days, at least 6 bookable hours a week, replies to booked prospects within 24 business hours, a client list for suppression, pilot months paid on time, and no pauses over 7 days. The free extension runs up to 90 more days.
A scheduled call or video meeting that the prospect attends for at least 10 minutes, with either a property owner or decision-maker who fits your criteria and agreed to discuss a study, or a real estate CPA who agreed to discuss referring or partnering. Existing clients, owners below $2M, and duplicates aren't billed. Flag any meeting within 48 hours and we'll review it with you.
Every meeting is booked through our own scheduling link, so there's a clear record, and we follow up with each prospect afterward to confirm the meeting happened. A booked meeting counts as held unless you report a no-show within 48 hours. Your card is kept on file: the base fee is charged monthly in advance, and held meetings are charged automatically each week.
No. We never promise or estimate tax savings in our outreach. We invite prospects to talk with your firm, and your team handles every technical and tax discussion.
US only. We contact US property owners and US-based CPAs on behalf of US cost segregation firms.
Yes. Every email follows CAN-SPAM: accurate sender and subject lines, a physical mailing address, and a working opt-out that we honor promptly. We keep a suppression list, and you can send us your existing clients and pipeline to exclude.
No. We don't pay or arrange referral fees. CPA conversations are about partnership; any arrangements are between your firm and the CPA, and you're responsible for following your professional rules.
No. We use separate, dedicated sending domains so your main domain's reputation is never at risk.
Book a short call, or email us to check which states are still open.