SOP #50 — A Deal-Flow Tracker That Tripled Close Rate

SOP #50 — A Deal-Flow Tracker That Tripled Close Rate

We were reviewing 40 listings/month, closing 1. After building a scored pipeline, we closed 3/month on the same volume. The system:

1. Score every inbound listing 0-10 on five gates — niche fit, multiple, traffic source, revenue stability, transferability. Auto-reject below 6.
2. Log stage + date for each — Inbound, Screened, LOI, Diligence, Closed. Track days-in-stage.
3. Set a hard WIP limit — max 4 deals in active diligence. Diligence is your bottleneck; protect it.
4. Review weekly — kill anything stalled 14+ days with no seller response.

Outcome: median diligence time fell from 31 to 12 days. Killed deals fast, focused on real ones. Close rate 2.5% → 7.5%.

Save this — run it every deal.