Our experience streamlining our ETA search
February 06, 2025
by a searcher from Universidad del Norte in Guaynabo, Puerto Rico
Hi Searchfunder Community,
My name is Estefania, and I’ve been deeply involved in the ETA space as my husband and I are searching full-time together for our future business.
Through our journey, I noticed how challenging it can be to stay organized while managing deal flow, outreach, and due diligence.
To solve this, I created a comprehensive ClickUp template specifically tailored for searchers like us. It’s designed to help you streamline your acquisition process, stay on top of tasks, and focus on finding the perfect business to buy.
Here’s what my ClickUp template includes:
- Deal Flow Management: Track leads, outreach efforts, and deal progress in one place.
- CRM Integration: Manage and track customer relationships, leads, and communications in one place. Use custom fields, statuses, and views to organize your pipeline and ensure no opportunity slips through the cracks- Due Diligence Tracker: Stay organized during the due diligence phase with pre-built checklists.- Customizable Dashboards: Get a clear overview of your pipeline and priorities.- Time-Saving Automation: Automate repetitive tasks so you can focus on high-value activities.We've personally used this template during our own search process (2 searchers and 5 interns), and it has saved us countless hours while keeping us organized. A few fellow searchers have also tried it out and shared great feedback about how it helped them stay focused.I’d love to hear from you! What tools are you currently using to manage your search? Do you think this type of template could help streamline your process? As a thank-you for being part of this amazing community, I’m offering an exclusive discount for Searchfunder members who sign up this month!Thank you all for being such an inspiring group of entrepreneurs! I’m excited to contribute something that could make your journeys a little easier. Feel free to reach out if you have any questions or want a walkthrough of the template!
from Universidad del Norte in Guaynabo, Puerto Rico
I'm glad to hear you moved to Click Up. Best PM tool out there!
I wanted to share that this is a premium resource I’ve developed with a lot of care and time to address the unique challenges of managing deal flow, CRM, and team collaboration during the acquisition process. Because of the time and expertise that went into creating it, I do charge a fee for access to the template. I also offer optional personalized setup services for those who want to tailor it further to their specific workflows.
If you’d like to see the template in action or have any questions about how it can fit into your search process, I’d be happy to schedule a walkthrough with you. It’s a great way to explore its features and see how it can help streamline your efforts. If its convenient for you, you can schedule a call with me here: https://calendly.com/amityobm/discovery-call
Let me know if you’d like to set up some time—I’d love to help you get started! Looking forward to hearing from you.
from Universidad del Norte in Guaynabo, Puerto Rico
I’m so glad to hear you are excited about the template and see its potential value for your ETA journey. It’s been designed specifically to help searchers stay organized, streamline workflows, and make the acquisition process more manageable.
To clarify, this is a premium tool that I’ve spent significant time developing to ensure it meets the unique needs of searchers. I do charge a fee for access to the template, as well as for optional personalized setup services if needed. If you’re interested in learning more or seeing how the template works, I’d love to set up an appointment with you! During this call, I can walk you through the features and show you how it can be customized to fit your specific needs.
Feel free to reach out or book a time with me—I’d be happy to answer any questions and help you get started! My calendar link: https://calendly.com/amityobm/discovery-call
Looking forward to connecting further and supporting your search journey!