Good morning. 3 hot leads need a call today.
Seller pipeline value = your entered fees
This week's funnel
Hot list top by score · click a row to open
| Owner | Business | Score | Source | Next action |
|---|---|---|---|---|
| R. Delgado | HVAC, $2.1M rev | 91 | OPS | Replied Tue · call today |
| M. Chen | Dental practice | 88 | Assessment | Score 74 · book valuation |
| T. Okafor | Machine shop | 84 | Referral | Send NDA |
| J. Whitfield | Landscaping | 71 | Assessment | Gap email 2 sent · follow up Thu |
| S. Patel | Pharmacy | 66 | OPS | Opened 3× · no reply |
| D. Brooks | Auto repair | 52 | Meta ad | In 90-day nurture |
Horizon quick valuation
Lead sources 30 days · leads / booked
OPS activity this week
List: HVAC + plumbing, Larimer & Weld, owners 55+. 412 remaining.
Today
- Call R. DelgadoReplied to OPS outreach, asked about timing
- Send valuation invite to M. ChenAssessment score 74, ready band
- NDA to T. OkaforReferral from CPA
- Review 2 buyer matches for Whitfield Landscaping
- Approve this week's OPS templates
Three more things, when you're ready separate from membership · click any card
Six AI agents: Benchmarker, Follow Up, Outreach, Pipeline, Reporting, and E² Deal Match™. Four run on their own; two never message a person without your approval. You stay at the helm.
See the crew →The only way an owner sends you financials: three years of statements, guided upload, a 90-day cash-flow projection for the owner, viewing permissions for you and their CPA. You can run the Admiral Suite for all your clients, white-labeled, or let each owner pick their own tier, including the free one.
How it works →Proprietary valuation the owner can see, shared by permission with you and their CPA. Lookout $297/mo · Vantage $797/mo.
Plans →Seller pipeline your entered fees only; the platform never sets them
| Business | Owner | Stage | Next | Days in stage |
|---|---|---|---|---|
| Delgado HVAC | R. Delgado | Engagement signed | Recast review | 4 |
| Chen Dental | M. Chen | Valuation in progress | Send range | 9 |
| Okafor Machine | T. Okafor | Call held | NDA | 2 |
| Whitfield Landscaping | J. Whitfield | Call booked | Thu 10:00 | 1 |
| Patel Pharmacy | S. Patel | New audit | Nurture · Work band | 12 |
Contacts All · Mine · Engaged
| Name | Business | Source | Score | Engaged | Last touch |
|---|---|---|---|---|---|
| R. Delgado | HVAC | List build | 91 | Yes | Replied Tue |
| M. Chen | Dental | Audit | 88 | Yes | Audit taken |
| T. Okafor | Machine shop | My upload | 84 | Yes | Call held |
| D. Brooks | Auto repair | List build | 52 | No | Letter 2 |
On exit you export contacts you brought and everyone you engaged. Unengaged list-build records stay with the platform.
Matches NDA first · no identities until both brokers accept
| Seller profile | Buyer criteria | Where | Score | Action |
|---|---|---|---|---|
| HVAC · $2.1M rev · Durango | Home services · $1–5M · CO/NM | Your book | 92 | |
| Dental · $1.4M · Montrose | Healthcare · $1–3M · Mountain West | Network · J. Alvarez, Denver | 86 | |
| Pre-listing: landscaping · $900K | 3 buyers fit | Your book | 71 |
Your buyer link
Reply to PE and portfolio-buyer emails with this; their criteria land here as registered buyers, verified when they sign.
Share to network: per record, your choice. Nothing shared without it.
Refer a deal to another broker formal referral agreement, sent for signature
Too many leads, wrong market, or a specialty you don't work: hand the deal to a broker with a written referral agreement. Inside the E² Deal Match™ network first; any licensed broker if not. The agreement (your brokerage's referral form) goes to both of you for e-signature; the fee terms are yours to fill in, never the platform's.
Referral compensation only to and from licensed persons, where the law allows, and disclosed to the client in writing (Member Code of Conduct §6). The platform records that an agreement exists; it never stores or sets the terms.
Your referrals
| Deal | To | Status |
|---|---|---|
| Okafor Machine (buyer side) | J. Alvarez | Agreement signed |
| Whitfield Landscaping | R. Delgado | Sent · awaiting signature |
| Residential: Brooks family | M. Chen | Closed · fee paid per agreement |
Incoming referrals to you appear here too, with the agreement attached.
Listing workbench seller questions · docs · AI-drafted teaser and CIM · publish checklist
| Listing | Docs | Teaser | CIM | Publish checklist |
|---|---|---|---|---|
| Delgado HVAC | 9 of 12 | Drafted | Draft 2 | 6 of 10 |
| Chen Dental | 4 of 12 | Not yet | — | — |
Valuations: OUTRIGGER BALANCE™ and OUTRIGGER HORIZON™ are separate platforms; connect either with a link to request financials, run the valuation with add-backs and recasting, and export the PDF report to set the listing price.
Where leads come from
Follow-up running
Mail program postcards · letters · packages · audit QR on every piece
| Piece | To | Sent | Scans | Leads | Next |
|---|---|---|---|---|---|
| Postcard 1 · "Would your business pass?" | Your market · 1,000 | Aug 12 | 18 | 6 | Postcard 2 · Sep 15 |
| Letter 1 · intro + industry sheet | Scored list · 200 | Aug 20 | 9 | 4 | Letter 2 · Oct 1 |
| Package · pen + printed audit | Scanners · 14 | Sep 3 | — | 3 calls | — |
Run it yourself from the templates, or hand it to our team.
Your website live · your domain · your brand
delgadoexits.com is live. Pages: Home, The Buyer's Audit, The Buyer's Number, Sellers, Buyers, About, Insights. Edits go through your setup contact; you never touch the tooling.
Request an article drafted in your voice in minutes; you publish
The draft appears below as "Draft." Edit if you like, then Publish. It goes to your Insights page under your name, in your brand. No jargon, no guarantees, no fee figures; the writer follows the same rules you do.
Library pre-written for your market; switch on to publish
- What buyers pay for in home servicesPublished
- Could your business run 90 days without you?Published
- How to spot a vulture offerReady
- The clean handoff: domains, apps, and accountsReady
- Provable beats pretty: add-backs with proofReady
- Why didn't it grow?Ready
Your articles
| Title | Audience | Status | Updated | |
|---|---|---|---|---|
| What buyers pay for in HVAC | Owners | Draft | Today | |
| Selling a dental practice to a DSO: what changes | Owners | In review (Amber) | Yesterday | |
| Could your business run 90 days without you? | Owners | Published | Sep 3 | |
| Seller financing: when to carry a note | Buyers | Published | Aug 28 |
Accelerator · 8-week program one call a week with Amber · your accountability partner
| Week | Call | Lesson | Your task | Done |
|---|---|---|---|---|
| 1 | Tue Oct 14 · 10:00 | Licensing and setup by state · your niche | Confirm niche and territory | ✓ |
| 2 | Tue Oct 21 | Your list: who's likely to sell and why | Approve first 25 outreach messages | ✓ |
| 3 | Tue Oct 28 | The owner call: The Buyer's Audit in conversation | 10 owner calls | in progress |
| 4 | Tue Nov 4 | Recasting and The Buyer's Number | Recast one prospect | |
| 5 | Tue Nov 11 | Listing: NDA, CIM, packaging | Draft one teaser | |
| 6 | Tue Nov 18 | Buyers: verification, E² Deal Match™ | Register 5 buyers | |
| 7 | Tue Nov 25 | Offers, negotiation, the vulture playbook | Roleplay with the coach | |
| 8 | Tue Dec 2 | Closing, and the next 90 days | Your 90-day plan |
This week
- Watch Lesson 3 · 14 minBefore Tuesday's call
- 10 owner calls7 done · 3 to go
- Bring one stuck deal to the call
Recordings of every call live here. Playbooks in Resources.
AI coach between calls
Pick a situation, get the options and what each one costs.
Practice the first call; scored on ten frameworks.
Paste your draft; get it tightened.
Broker OPS™ Crew six AI agents, offered after your first month, once your system is live and producing
You stay at the helm. Four agents run on their own and report to you; two never send anything to a person without your approval (marked you approve). Every action is logged.
0 · Benchmarker runs on its own
Takes your goal (listings, deals, income) and works backward to the weekly numbers: conversations, audits, outreach. Then recalibrates to what actually happened, so the plan is never a fantasy.
1 · Follow Up you approve
The 36-month nurture for every owner in your book: the right note at the right interval, in your voice, and it stops the instant someone opts out.
2 · Outreach you approve
Fit-gated: only owners who match your lane get a first message. Protects your sending domain, watches replies, and knows when a sequence should quit.
3 · Pipeline runs on its own
Watches every deal from first call to close, finds the real bottleneck (the stalled NDA, the buyer who went quiet, the recast nobody finished), and puts the next move on your task bar.
4 · Reporting runs on its own
Where do your hours move the needle? The Monday brief: push this, drop that, hold the rest, by what's producing.
5 · E² Deal Match™ you approve
Your book first, then the network. Matches, badges verified buyers, sets up the NDA, and queues the introduction; nothing about either client moves until both brokers accept.
What it looks like on a Monday
- Benchmarker: 4 owner conversations short of pace; Outreach queued 30 fit-gated first messages for approvalBenchmarker · Outreach
- 14 replies sorted; 3 calls booked; 2 opted out and stoppedFollow Up
- Okafor Machine: buyer quiet 9 days; suggested nudge draftedPipeline
- 2 E² Deal Match™ introductions waiting for approvalE² Deal Match™
- Monday brief: push HVAC outreach, drop the Facebook ad, hold the mail programReporting
Member Code of Conduct signed Sept 8, 2026 · v1.0
The standard every member works to. Re-read it every couple of months; you'll get a reminder.
Playbooks
- Niche selection
- The owner call
- Recast with proof
- Listing packaging
- Buyer verification
- The vulture playbook
Templates
- NDA (state-adapted)
- Buyer representation agreement
- Cooperation agreement (broker to broker)
- Postcards, letters, package inserts
- Owner one-page industry sheets
State library
- Colorado · 12-10-403 written agreement ruleConfirm with your managing broker
- Texas, Arizona, Utah, New Mexico
- Request a state
Quick Valuation Snapshot a planning range in 30 seconds · the full valuation lives in HORIZON™
Two separate platforms, coming soon. Each connects here with a link. Click a card to see how it will work.
OUTRIGGER BALANCE™ the financial platform · coming soon
The only way an owner uploads financials to you: three years of balance sheets, P&Ls, tax returns, and the rest. You send the request from here; the owner uploads, sees a 90-day cash-flow projection with scenarios they set (AI-assisted), and grants you viewing permission. You review; nothing lands in your inbox as an attachment.
Request financials How it works
OUTRIGGER HORIZON™ the business valuation platform · coming soon
Proprietary valuation the owner can see. Bayesian estimate with a confidence range, industry multiples, the HORIZON Score™, a plain-language driver breakdown, and a broker-ready PDF. Shared with the owner, you, and their CPA or consultant by permission, so the listing price is a conversation with numbers on the table, not a guess.
Start a valuation Plans