SOP #46 — The Deal-Flow Tracker

SOP #46 — The Deal-Flow Tracker

Deals die from disorganization, not price. Maintain one sheet that runs every opportunity through fixed stages.

1. Stage column: Sourced, Contacted, NDA, Diligence, LOI, Escrow, Closed. Fail if any deal has no stage.
2. Source column: marketplace, broker, or direct. Pass if every row is tagged.
3. Multiple column: log asking price ÷ annual profit. Fail if blank — you can't compare.
4. Next-action column with a date. Fail if any active deal has no next step.
5. Kill-reason column for dead deals. Pass if you can audit why you passed.
6. Weekly review: advance, kill, or follow up every row. Fail if a deal sits two weeks untouched.

Save this — run it every deal.