AI Assisted Deal Sourcing
V23 · AI Deal Pursuit Planner · Deal Origination OS · Prospect Sourcing · Opportunity Scanner · Outreach · Succession · Buyer Match · Roll-Up Intelligence
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Prospect Record
Create or select a prospect. All modules save to the same local browser record.
Saved Prospects
Data is saved in this browser only. Use Export Backup before clearing browser storage or moving devices.
Roll-Up Intelligence
Analyzes saved and sourced prospects to identify industries and markets where multiple businesses could support a buyer roll-up, add-on acquisition, or consolidation strategy.
Roll-Up Clusters0
Strong Add-Ons0
Platform Candidates0
Avg Cluster Score0
Roll-Up Settings
Selected Cluster
Generate roll-up intelligence to view clusters.
Roll-Up Clusters
Roll-Up Strategy Memo
Buyer Matching Engine
Matches the selected seller prospect to likely buyer types and recommends an acquisition positioning strategy.
Strategic Buyers0
Owner Operators0
Search Funds0
PE / Family Office0
Selected Prospect
Select a prospect first.
Buyer Match Settings
Recommended Buyer Types
Buyer Positioning Memo
Succession Intelligence
Classifies the selected prospect into an owner exit persona, estimates transition timeline, and generates conversation intelligence for succession, retirement, lifestyle, and legacy discussions.
Retirement Candidates0
Legacy Sellers0
Strategic Sellers0
Exit Ready0
Selected Prospect
Select a prospect first.
Conversation Settings
Exit Persona
Generate intelligence to classify the prospect.
Broker Guidance
Conversation Questions
Likely Objections & Responses
AI Outreach Sequence Generator
Generates outreach based on the selected prospect's Opportunity Scanner profile, seller probability, opportunity type, and recommended broker approach.
Outreach Strategy
Select a prospect and click Generate Sequence.
Sequence Settings
Email #1 — Initial Contact
Email #2 — Educational Follow-Up
Email #3 — Final Soft Follow-Up
LinkedIn Message
Phone Script
Voicemail Script
Succession / Exit Conversation Guide
Opportunity Scanner
This scanner ranks sourced and saved prospects by seller probability, opportunity type, priority grade, and recommended broker approach.
High Probability Sellers0
Succession Candidates0
Strategic Acquisitions0
A+ Opportunities0
Ranked Seller Opportunities
Selected Prospect Scan
Select a prospect or run the scanner.
Prospect Sourcing Live API Ready
Search for local businesses using any combination of fields. You can use only one field, such as ZIP code, or combine multiple fields, such as County + Industry + Radius. Blank fields are ignored.
Search Criteria
Security note: Google Places API keys should live on a backend/server, not inside this HTML file.
Seller Readiness Formula
Demo scoring considers rating quality, review count, estimated business age, local category, website presence, and possible owner-transition signals.
Sourcing Results
Run a search to source business prospects.
AI Deal Pursuit Planner
Creates a 30/60/90-day pursuit plan for the selected prospect using opportunity score, succession intelligence, buyer match, roll-up potential, pipeline stage, and next action.
High Priority Plans0
Valuation Candidates0
Buyer Research Needed0
Outreach Ready0
Selected Opportunity
Select a prospect first.
Planner Settings
Deal Pursuit Summary
30 / 60 / 90-Day Action Plan
Broker Notes
Deal Origination OS — Master Dashboard
A consolidated command center for sourcing, scoring, prioritizing, pursuing, and converting seller opportunities.
Prospects Sourced0
A+ Opportunities0
Retirement / Succession0
Roll-Up Clusters0
One-Click Acquisition Workflow
1. SourceFind businesses
2. ScanRank sellers
3. MatchBuyer fit
4. EngageOutreach
5. ConvertPipeline
Hot Deal Origination Queue
Selected Prospect Deal Profile
Select a prospect, then click Analyze Selected Prospect.
Deal Sourcing Command Center
This dashboard ranks prospects by priority using opportunity score, exit readiness score, pipeline status, follow-up date, and activity history.
Total Prospects0
Hot Prospects0
Follow-Ups Due0
Assessments0
Priority Work Queue
Hot Prospect Alerts
Pipeline Board
Upcoming Actions
Recent Activity Timeline
Selected Prospect Intelligence
Select a prospect to begin.
AI Outreach Message Generator
Generates English, Portuguese, and Spanish outreach content. Messages are draft-style and can be copied/sent manually.
Email Variation 1 — Soft Introduction
Email Variation 2 — Direct Value Proposition
Email Variation 3 — Referral-Style Warm Approach
LinkedIn Connection Note
LinkedIn Follow-Up DM
Direct Mail Letter
4-Message Follow-Up Sequence
Prospect Pipeline & History
Select a prospect to view pipeline history.
Quick Stage Update
Internal Notes
History
AI Seller Conversation Coach
Customized Call Script
Likely Objections & Responses
Qualification Questions
Post-Call Follow-Up Email
Seller Opportunity Scorecard
Combined Opportunity Score
0
—
—
Suggested Messaging Angle
Exit Readiness Assessment
Use 1 for weak/not ready and 5 for strong/ready.
Financial Readiness
Operational Readiness
Market Readiness
Personal Exit Readiness
Exit Readiness Score
0
—
—
Financial0
Operational0
Market0
Personal0
Broker Opportunity Summary
Recommended Value Enhancement Plan
API Integration Setup
This tab prepares the tool for secure Prospect Sourcing API integration. API keys should never be stored inside this HTML file. Use a backend endpoint that stores keys securely and returns clean prospect data.
Backend Endpoint
Endpoint not tested yet.
Recommended API Build Order
- Google Places API backend proxy
- Business website enrichment
- Review/signal enrichment
- Domain/website age checks
- Marketplace monitoring integrations
Expected JSON Response
[
{
"name": "ABC HVAC Services",
"industry": "HVAC",
"address": "123 Main St, Tampa, FL 33626",
"city": "Tampa",
"state": "FL",
"zip": "33626",
"county": "Hillsborough",
"phone": "(813) 555-1212",
"website": "https://example.com",
"rating": 4.6,
"reviews": 187,
"years": 18,
"employees": 14,
"signal": "Long operating history; possible succession angle",
"source": "Google Places",
"score": 82
}
]
Security Rules
- Never place Google Places API keys in this HTML file.
- Use a server-side endpoint to call Google Places.
- Restrict API keys by domain/IP in Google Cloud.
- Rate-limit searches by user/account.
- Log usage for cost control.
Deal Origination Command Center QA & WordPress Deployment
Use this screen before installing the tool in the Agents Tools Portal. It checks local browser functionality and gives you a deployment checklist.
VersionV14
Storage—
Prospects0
Modules13
Functional QA Checklist
WordPress Deployment Checklist
Recommended installation method
Create a hidden WordPress test page first. Paste the full HTML into the same type of block or page method used for the other portal tools. Test it before adding it to the public tools menu.
Test steps
- Open the tool in WordPress.
- Load demo data.
- Confirm Command Center metrics populate.
- Run Prospect Sourcing and add a prospect to pipeline.
- Generate Outreach, Coach, Scorecard, Exit Assessment, Workflow, Conversion, and Listing Presentation.
- Print or save the seller report as PDF.
- Reload the page and confirm saved data persists.
Important storage note
This standalone HTML version stores records in the user's browser localStorage. It is appropriate for demo and first release, but it is not a shared cloud database. Later, we can connect it to WordPress users, a secure backend, and Google Places API.
Future API endpoint target
/wp-json/ai-deal-sourcing/v1/prospect-search?industry=HVAC&zip=33626&county=Hillsborough&radius=25
Deal Origination Command Center
Generate a seller-facing presentation using the selected prospect's sourcing, scoring, intelligence, workflow, and conversion data.
Select a prospect, then click Generate Presentation.
Deal Origination Command Center
Identifies which prospects are closest to becoming signed listings and which are ready for valuation.
Listing Candidates0
Valuation Ready0
Ready for Engagement0
Avg Conversion %0%
Conversion Queue
Conversion Funnel
Workflow Automation Layer
Virtual Deal Sourcing Assistant
This layer reviews each prospect's stage, scores, due dates, and activity history, then recommends the next workflow action.
Open Tasks0
High Priority0
Due Today0
Auto Suggestions0
Recommended Work Queue
Automation Rules Used
High Priority Listing Candidate
Priority 80+ or strong opportunity + exit readiness → schedule valuation consultation.
Follow-Up Due
Prospects with due dates today or overdue move to the top of the workflow queue.
Missing Assessment
Prospects with opportunity scores but no exit readiness assessment get an assessment task.
Early Stage Prospect
Identified or researched prospects get outreach, scoring, and conversation-prep tasks.
Selected Prospect Workflow Guidance
Select a prospect or generate tasks to see workflow guidance.
AI Deal Intelligence Engine
This module combines Opportunity Score, Exit Readiness, Pipeline Stage, Follow-Up Status, and Activity History to recommend the next best action.
Priority Score0
Listing Probability0%
UrgencyLow
Recommended Action—
AI Recommendation
Select a prospect to generate AI intelligence.
Top Risks
—
Top Value Drivers
—
Next Best Actions
—
Analytics & Broker Reporting
Pipeline Health Summary
Load or create prospect records to generate broker-level analytics.
Average Priority0
Average Opportunity0
Average Exit0
Overdue Follow-Ups0
Pipeline by Stage
Prospects by Industry
Activity Mix
Top Opportunities
Broker Activity Report
AI Assisted Deal Sourcing Report
Confidential prospect intelligence summary prepared for broker review.
Business
Not selectedIndustry
—Location
—Pipeline Stage
—Latest Opportunity Score
—
Latest Exit Readiness
—
Recommended Next Steps
Generate scorecards and assessments to populate recommendations.
Broker Disclaimer
This report is a planning aid and does not constitute a formal valuation, appraisal, legal advice, tax advice, or a representation that a transaction will occur. All information should be verified before broker reliance or seller presentation.
