Everything below runs from month one. Then we build automations specific to your practice, one every month or two, chosen from the list on this page.
Every one of these was built for our own transactions first. We are brokers. This is how we run our practice, not a demo environment.
This is the base. It gets configured to your business rather than invented for it, which is why it is running inside the first month.
One brief each morning covering your calendar, what needs a reply, what is overdue, and what is coming. Then it stays available all day. Ask it what is on your plate, have it draft something, have it check a detail. It knows your business, your clients and how you write.See it running →
Every incoming message sorted by who it is from, what it concerns and how urgent it is, with a reply already drafted in your voice. You review and send.
Messages filed automatically to the right client, deal or project, and the noise cleared out on a schedule. What stays in the inbox is what genuinely needs you.See it running →
Connections researched, replies drafted in your voice, the queue actually worked instead of ignored for three weeks.See it running →
Scheduling, follow-up windows, and deadline cycles handled, with everything counted backward from the date that actually matters.
Every call captured, summarized, and turned into action items and a follow-up draft before you have left the room.See it running →
Up to eight custom templates for the documents you produce over and over, matched to your brand colors and formatting, drafting in seconds instead of hours. We build these around what you actually send.See it running →
A recurring digest built around your specific business and interests. Real sources, real articles, filtered to what is actually relevant to you rather than a generic industry newsletter.
These are the automations that matter most in business brokerage. We would not build all of them. Tap any of them for the detail. We would start with whichever two or three match what actually eats your week.
Which owners in your market are closest to being sellable, ranked, before they call anyone.
Combines business registration age, ownership signals, filing and licensing records, industry and location into a ranked list of owners most likely to be approaching an exit. Each arrives with the reasoning attached and an opener written around their specific business rather than a template.
Listing acquisition in this business is almost entirely referral and luck. This makes it a system. It is the single hardest thing to do by hand and the single most valuable thing to automate, because a broker without listings has no business.
CPAs, attorneys and wealth advisors are where listings actually come from. Most brokers work them by memory.
Builds and works the professional referral network deliberately. Finds the advisors whose client base matches what you sell, opens the relationship with something useful rather than a pitch, and then tracks which partners actually produce so you know where to spend your time.
Every broker says referrals are their lead source and almost none of them can tell you which referral partner produced which closing. Attribution alone changes behavior, and the outreach side turns a passive network into an active one.
Ninety percent of buyer inquiries are noise. This finds the ten percent before you spend an hour on the phone.
Every inquiry scored on stated capital, background, industry fit and behavior before it reaches you. Qualified buyers get the NDA issued and tracked automatically. Unqualified ones get a courteous decline that keeps the door open. Borderline ones come to you with a summary and a recommendation.
Buyer inquiry volume is high and quality is low, and every broker burns real hours on people who were never going to transact. This is usually the fastest, most obvious win in the whole engagement because the pain is felt daily.
Every new listing checked against every buyer you know, automatically.
Holds the actual criteria for every buyer in your book and checks new inventory against all of them. Strong matches go out with a written note the same day. Partial matches come to you with what missed, so you decide whether it is still worth a call.
Matching currently happens when you happen to remember a buyer, which means most matches never happen at all. This is also directly demonstrable — run it against your existing buyer list and last quarter's listings and show what it would have caught.
OMs, CIMs, deal reviews, LOIs and exit roadmaps, drafted from your own process.
Offering memorandums and executive summaries written from raw financials. Deal reviews with valuation ranges and the questions to resolve before an LOI. Letters of intent drafted from agreed terms. Seller exit roadmaps and buyer acquisition packages for onboarding. All formatted to your brand and matching how you actually write.
This is production work that currently consumes days and gates your listing capacity. It is also the most demonstrable part of the offer, because it exists today and can be shown live rather than described.
Where deals die, and where business actually comes from.
Tracks every listing from signed agreement through buyer activity, LOI and close, capturing why deals stall or die. Flags silence before it becomes a dead deal. Then reports close rate by source, industry and size band, and which referral partners actually produce.
Two things nobody measures: what share of your listings actually close, and where your business originates. Both answers tend to be uncomfortable and both change how you spend the next quarter.
Everything above, running, plus custom builds for your business over time.
For teams that want CRM automation and a faster build cadence.
We do not need a paid discovery engagement to get started. Setting up your base system tells us what software you run and where your data actually lives, and from there we can tell you honestly which of the automations above are straightforward, which need work, and which are not possible with the systems you have. Anything larger than the normal build cadence gets quoted on its own, so you always know what you are buying.
Fifteen minutes. We look at what you do and whether any of this actually fits. If it does not, we will say so.
What software you run, where your data lives, and what eats your week. Takes a few minutes and it is what lets us come back with something specific.
An hour with both of us, where we show you exactly which automations we would build for your business and in what order over the next six months.
You own the account and the data. The workspace is set up in your name, on your billing, from day one. If we ever part ways you remove our access and keep everything.
We will tell you what to buy instead. When something you describe is already solved well by a product you can subscribe to, we will name it and tell you to buy it rather than charge you to rebuild it.
We run our own company on this. The daily assistant, the document library, the inbox triage. All of it was built for our own deals first. You are not the pilot.