Develop Your Deal Flow Engine

Develop Your Deal Flow Engine

Offered by Max M.

5.0

()

Experienced Searcher & ETA

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Goldman Sachs Logo

Worked at Goldman Sachs

Package Description:

Sourcing is a numbers game, and building a disciplined system is key to success. This package equips you with the tools to generate, organize, and track a steady stream of acquisition opportunities. From CRM setup to lead lists and outreach scripts, you’ll establish a sourcing engine that runs efficiently and grows over time. Key components of this package can include, but aren’t limited to: • Design and set up a sourcing CRM (Airtable, HubSpot, or Excel). • Identify and load at least 100 pre-qualified leads. • Build scripts and templates for consistent outreach. • Learn how to measure sourcing effectiveness and iterate.


What you'll get from this package

Design and set up a sourcing CRM (Airtable, HubSpot, or Excel)

Identify and load at least 100 pre-qualified leads

Build scripts and templates for consistent outreach

Learn how to measure sourcing effectiveness and iterate


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Deal Sourcing


Max M.

Offered by Max M.

Joined February 2024

5.0

Experienced Searcher & ETA

I am highly experienced in ETA, with multiple internships and coursework at Wharton in the space.

Experience level: Executive

Open to working with clients outside the U.S.

$612

5h of coaching

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