Lazy searchers
Any other lazy searchers out there?
My previous process: build a target list, then cold-call hoping to catch an owner who's ready to sell. I got tired of all that effort with guessing, so naturally i tried to find the smartest (laziest) way to do things, and ended up building my own search CRM in-house to reverse that whole process. Posting this so other searchers can get ideas and build their own. It's been a game changer
Heres a video of it: redacted
Here's what it does:
- Builds a deeply scraped target list for any metro in about an hour, locked to the exact states and zips I'm hunting in with the exact parameters i set (Think niche, biz size, years in biz, employee size, types of service, locations)
- Finds the actual owner behind each company, then pulls their LinkedIn, press, and background automatically + the companies info using the news online, about page, company socials
- Scores how likely that owner is to sell. It estimates their age from their career history and scans everything they've put online for retirement + succession language, then ranks them 0 to 100.
- I created a scoring system for what i want: Eg businesses that have been aroundredactedyears (not more than that or less due to size restraints), same thing with emplloyees, and then also if the scrape was able to find the founder or not. The owners closest to an exit float to the top and have the biggest circles. The weaker they are in score the smaller the circle on my map.
- Attaches a call dossier to every lead. The angle, the talking points, the diligence flags. I know how to run the conversation before I dial which is nice.
Brokers, public listings, NDAs, data rooms, and full pipeline live in there too. But the part that doesn't exist anywhere else is the engine that tells me who's actually ready to sell before I spend a single call finding out.
The video above is a full walkthrough. I'm pretty proud of how it came out, so I figured I'd share it in case it gives other searchers ideas.
I've had a couple people ask if I'd just build them their own version tuned to their thesis and states. Open to that if it's useful to anyone here. Either way, happy to answer questions on how it works.
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