All industry playbooksThe full directory, six practices

Business brokerageSeller readiness scoring, buyer qualification, NDA triage, OM drafting CPA, CFP and accountingDocument chase, advisory opportunity detection, client and planning intake CRE brokerageOwner and tenant prospecting, lease expirations, BOV drafting CRE capital marketsBorrower sourcing from maturity signals, lender matching Property managementMaintenance triage, vendor dispatch, owner reporting, leasing Sales and outreachTurn a large contact database into individually written outreach

Workflows

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Services Pricing Process Industry Playbooks

Business brokerage CPA, CFP and accounting CRE brokerage CRE capital markets Property management Sales and outreach

Workflows Book a Call nolanscottteam.com ↗

Automation Breakdown · Claude Skill

Acquisition Client Package

One instruction, “set up a new buyer client”, produces the full onboarding package: a cinematic interactive roadmap with live SBA financial modeling, an Excel acquisition tracker, a ready-to-send intro email, and a live hosted link. Fresh market research runs before a single pixel is built.

2 deliverables, always both

live prime rate + multiples

6 phases to close

1 hosted client link

True AI automation isn’t one clever workflow. It takes 20 to 40 workflows working together to make a real impact on a business. That’s what we do: a Rolodex of 100+ automations across different CRMs and platforms, ready to be custom-built for your specific CRM and software stack.

The Workflow

Scroll sideways · click any step for its explanation

Proof of funds, not pre-qual

Business brokerage doesn’t run on pre-qual letters. The package asks for a bank letter of disbursable funds, and SBA amounts are always “estimated capacity,” never “pre-qualified up to.”

Both deliverables, every time

Even if only one is mentioned, the roadmap and the tracker ship together, the interactive page sells the process, the workbook runs it.

▶

New Buyer Client

“set up a new client”

A\

Collect Client Info

ask what’s missing

⊕

Prime Rate Lookup

WSJ Prime, dated

⊕

Industry Research

multiples + margins

{ }

Customize Roadmap

from tested template

{ }

Financial Modeling

SBA 80/10/10 · DSCR

{ }

Verify Render

no blank pages

X

Customize Tracker

xlsx generator

X

Recalc Workbook

formulas verified

A\

Draft Client Email

three things this week

GD

Read Client Registry

source of truth

F

Reconcile Site Mirror

every slug present

Ch

Deploy to Netlify

full-site drag & drop

Ch

Verify Live Page

+ spot-check others

GD

row + email link

◈

The skill at a glance

Click any step to see exactly what it does. The pipeline reads left to right: intake and live market research, then the roadmap and tracker build in parallel, then hosting, verification, and the intro email.

Claude reasoning

Web research

Logic / build

Excel workbook

Google Sheets registry

Site mirror

Claude in Chrome

Trigger

How It Works

Research first, then two deliverables

01 · Intake + Research

Numbers that are true today

Client name, target industries, deal size, lender, strategy, anything missing gets asked, never assumed. Then live research: today’s WSJ Prime rate, real valuation multiples for the client’s industry, margin benchmarks, working capital norms. Every stat on the roadmap names its source.

02 · Build Both

Roadmap + tracker, in parallel

The cinematic roadmap gets customized from the tested template: price slider, Prime+spread rate buttons, capital-stack donut, DSCR gauge, amortization views, six phases. Alongside it, the Excel tracker is generated and recalculated: phase checklist, deal pipeline, key contacts, industry quick reference. Both speak the same language, proof of funds, not pre-qual letters.

03 · Ship

Hosted link + intro email

The roadmap deploys to the shared client site, registry read first, full bundle rebuilt so no other client goes dark, live page verified. A ready-to-send intro email lands in chat with the live link and the “Three Things This Week”: send proof of funds, sign NDAs on watched listings, let the matching engine hunt.

Next example: Buyer Roadmap →

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AI · nolan scott team

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