Looking for Referral: Someone to Help Automate Our Deal Sourcing Stack

searcher profile

July 02, 2025

by a searcher from Columbia University in Dallas, TX, USA

Hi all, We’re building out the outbound sourcing workflow for our holding company and looking for someone who can help us set up and automate the backend. Ideally, this is someone you or someone you know has worked with before and had a good experience, either a solo consultant or a small team. We already have a proprietary data source to identify off-market acquisition targets. Now we’re looking to: -Push that data into an email campaign platform (we haven’t committed to a tool yet - open to suggestions) -Automate campaigns (throttling, warming, opt-out handling, etc.) -Connect everything to HubSpot (CRM) and Outlook / Microsoft 365 -Build a process that we can run ourselves after setup We’re not looking for someone to do outreach or talk to sellers, just help us stitch the tools together and automate the system. If you’ve worked with someone great on this type of automation / integration project (especially in a search or M&A context), we’d really appreciate the referral. Feel free to DM me or email deals [at] evergateholdings [dot] com, thanks in advance!
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Reply by a searcher
from University of Central Punjab in Lahore, Pakistan
We can definitely do this — and instead of sending a DM, I’m sharing this openly here. We’re confident in delivering exactly what you need, and we work on a results-first model: just 10% upfront, and the remaining 90% after successful delivery. We’re happy to offer a free strategy call to walk through the requirements, share similar projects we’ve done, and explore how we’d approach this. Our team combines deep technical expertise and no-code experience, with proven skills in n8n, full-stack development, RPA, and major integration platforms. We’ve worked with top-tier companies like Systems Ltd (Pakistan’s leading tech firm) and understand how to build reliable, scalable automation systems. 💰 Estimated cost: $1,500–$1,800 ⏱️ Timeline: ~20–30 days (depending on final scope) Looking forward to the opportunity to collaborate and build something solid together!
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Reply by a professional-advisory
from University of Rochester in Miami, FL, USA
Hi ^redacted‌, This is certainly what we can help you do. I'll follow up.
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