The Deal Desk
The Deal Desk
@TheDealDesk

<b>SOP 03: The Deal-Flow Pipeline Tracker</b>

<b>SOP 03: The Deal-Flow Pipeline Tracker</b>

Volume buyers win on systematic flow, not luck. Run every prospect through fixed stages so nothing rots in your inbox.

— Stage 1 Sourced: logged with source, asking price, niche, gross multiple.
— Stage 2 Screened: passed your 3 instant kill-switches (niche fit, multiple sane, traffic source legit).
— Stage 3 Verified: analytics access granted, P&L rebuilt.
— Stage 4 Offered: LOI sent, exclusivity clock running.
— Stage 5 Diligence: full checklist in progress.
— Stage 6 Close/Pass: outcome + reason recorded.

Rule: every prospect has a next-action date. PASS = nothing sits without a date. FAIL = it's clutter, archive it.

Review the board weekly. Track conversion between stages — that's your real funnel.

Save this — run it every deal.
Этот пост опубликован в Telegram-канале The Deal Desk. Подписаться можно по ссылке: @TheDealDesk.
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