Develop Your Deal Flow Engine

Develop Your Deal Flow Engine

Offered by William W.

Search Fund Success | Current operator here to help others acquire

Bowdoin College Logo

Studied at Bowdoin College

McKinsey & Company Logo

Worked at McKinsey & Company

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


More packages from William

Custom hourly · $100/hr

Get help with Due Diligence, Investment Analysis, and .

William also coaches for Management Consulting and Transitioning from the Military. View all.


William W.

Offered by William W.

Joined March 2026

Search Fund Success | Current operator here to help others acquire

Welcome to my profile! Having successfully acquired 3 businesses (2 personally and 1 as a minority investor), I have a wealth of experience in what worked, what didn't work, mindsets required for success and pitfalls to avoid.

Experience level: Executive

$475

5h of coaching

 
Sign in
Free events
Programs