Deal Flow Automation Setup - The Blueprint System

What This System Produces:

500+ new leads/week → 50 qualified deals → 10 worth pursuing → 1-2 LOIs

Time investment: 2 hours/week once set up

The 5-Layer Deal Flow Stack

Layer 1: Automated Business Discovery

Layer	Purpose	Tools	Cost/Month
1. Discovery	Find businesses	Web scrapers, APIs	$50-100
2. Enrichment	Get contact info	Data providers	$100-300
3. Outreach	Initial contact	Email/SMS tools	$50-200
4. Nurture	Build relationships	CRM/Sequences	$50-100
5. Tracking	Manage pipeline	Deal tracker	$0-50

Method A: Google Maps Scraper

Tool: Phantombuster or Outscraper

Setup:

Input: "[Business Type] in [City]" (e.g., "plumbing in Dallas")
Extract: Business name, address, phone, website, reviews
Filter: 3+ stars, in business 5+ years
Output: CSV with 200-500 businesses/search

// Phantombuster search parameters
{
  "search": "HVAC contractors Dallas TX",
  "maxResults": 500,
  "includeWebsite": true,
  "includeEmail": true,
  "minRating": 3.0,
  "category": "HVAC Contractor"
}

Method B: Industry Directory Scrapers

Targets:

HomeAdvisor Pro directory
Angie's List business accounts
BBB accredited businesses
Industry association member lists
State contractor license databases

Tool: Import.io or ParseHub

Method C: Business For Sale Aggregator

RSS Feed Aggregation from:

BizBuySell new listings
BizQuest daily updates
LoopNet (for real estate plays)
Craigslist business section
Facebook Marketplace

// Zapier RSS to Google Sheets workflow
Trigger: New RSS item
Filter: Title contains ["selling", "retirement", "for sale"]
Action: Add row to Google Sheet
Notification: Email if high-value keywords found

Layer 2: Contact Enrichment Automation

Tool Stack for Finding Decision Makers

Tool	Best For	Cost	Accuracy
Hunter.io	Email patterns	$49/mo	70%
Apollo.io	Direct contacts	$99/mo	85%
Clearbit	Company data	$99/mo	90%
FullContact	Social profiles	$89/mo	75%

Enrichment Workflow:

Input: Company name + city
Hunter.io: Find email pattern
LinkedIn Sales Nav: Find owner name
Combine: firstname.lastname@domain.com
Verify: NeverBounce (99% accuracy)
Enhance: Phone via Lusha/Seamless

Layer 3: Automated Outreach Sequences

Email Automation Setup

Tool: Instantly.ai or Smartlead.ai

7-Touch Sequence:

Day	Channel	Message Type
0	Email	Soft intro
3	Email	Value add
7	Email	Case study
10	SMS	Quick check
14	Email	Social proof
21	Email	Breakup
90	Email	Quarterly check

// Email #1 Template with Spintax
Subject: {Quick question|Regarding|About} {business_name}

Hi {first_name},

I'm a {local|Dallas-based} business {buyer|investor} looking to 
{acquire|purchase} an established {industry} business.

{I noticed|I saw} {business_name} has built a {great|strong|solid} 
reputation over the years.

{Are you|Would you be} open to a {confidential|private} conversation 
about your long-term plans?

{Best|Regards|Thanks},
{your_name}

SMS Automation

Tool: SimpleTexting or Salesmsg

// SMS Template
Hi {first_name}, I sent you an email about {business_name}. 
I'm a serious buyer with funding ready. Worth a quick call? 
- {your_name}

Compliance: Always include opt-out: "Reply STOP to unsubscribe"

Layer 4: Intelligent Lead Nurturing

Behavior-Based Automation

If they open but don't reply:

→ Send case study email in 48 hours
→ Add to "warm" campaign
→ Increase value-focused content

If they click links:

→ Immediate notification to you
→ Send "noticed you checking us out" email
→ Add to hot leads list

If they reply with "not interested":

→ Add to 6-month nurture
→ Send quarterly market updates
→ Birthday/holiday touches only

Layer 5: Pipeline Tracking Automation

Airtable Deal Pipeline Setup

Base Structure:

Leads Table: All scraped businesses
Contacts Table: Enriched owner info
Outreach Table: Email/call history
Deals Table: Active opportunities
Tasks Table: Follow-up reminders

Automations:

New lead → Create outreach task
Email opened 3x → Alert for phone call
No response 30 days → Move to nurture
Meeting booked → Create deal record

Complete Tech Stack Budget

Category	Tool	Monthly Cost
Scraping	Phantombuster	$69
Enrichment	Apollo.io	$99
Email	Instantly.ai	$97
SMS	SimpleTexting	$45
CRM	Airtable	$24
Verification	NeverBounce	$50
Total	Full Stack	$384/month

ROI Calculation:

$384/month ÷ 50 qualified leads = $7.68 per lead

One deal pays for 10+ years of automation

30-Day Implementation Plan

Week 1: Foundation

Day 1-2: Set up Airtable base
Day 3-4: Configure Phantombuster
Day 5-7: Create email templates

Week 2: Data Collection

Scrape 1,000 businesses
Enrich 200 top prospects
Verify all emails

Week 3: Launch Outreach

Start with 50 emails/day
Monitor open/reply rates
Adjust templates based on results

Week 4: Scale & Optimize

Increase to 200 emails/day
Add SMS follow-ups
Set up behavioral automations

Advanced Automation Tactics

The "Digital Stalking" Stack

Monitor targets for selling signals:

Google Alerts: "[Business name] + [selling/closing/retirement]"
LinkedIn Sales Nav: Job changes, "retired" status
Facebook API: "Feeling overwhelmed" posts
Domain monitoring: Expiring domains = distressed

The "Warm Introduction" Hack

Find mutual LinkedIn connections
Auto-message: "I see we both know [mutual connection]"
3x higher response rate